Titelia

Fund shareholders of Everest Group Ltd

ISIN BMG3223R1088 · United States · LEI 549300N24XF2VV0B3570

Fund shareholders
684
Of which ETFs
190 494 other funds
Value held
≈ 5B $ 4.9B $ · 750.5M SEK · 787.9K €
Share of capital
36.6 % of 38.3M shares on Jul 27, 2026

684 funds hold this company. This table lists the 680 that declare it in a regulatory filing. The other 4 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
iShares Morningstar Small-Cap ETF iShares Trust 1,328496.9K $0.18 %0.00 %as of Jul 31, 2026 ↗
NYLIM S&P 500 Index Fund NYLIM FUNDS TRUST 1,300486.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,300421.2K $0.02 %0.00 %as of May 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 1,293461.9K $0.23 %0.00 %as of Jun 30, 2026 ↗
MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 1,281457.6K $0.16 %0.00 %as of Jun 30, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 1,2804M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,231439.8K $0.05 %0.00 %as of Jun 30, 2026 ↗
American Century U.S. Quality Value ETF American Century ETF Trust 1,220395.3K $0.11 %0.00 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 1,214454.2K $0.04 %0.00 %as of Jul 31, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 1,211432.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 1,2003.7M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 1,200428.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 1,199388.5K $0.04 %0.00 %as of May 31, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 1,178381.7K $0.02 %0.00 %as of May 31, 2026 ↗
Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust 1,162415.1K $0.16 %0.00 %as of Jun 30, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 1,158375.2K $0.02 %0.00 %as of May 31, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 1,149429.9K $0.13 %0.00 %as of Jul 31, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 1,1413.6M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 1,120400.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,109396.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
AQR Global Fund AQR Funds 1,092390.1K $0.06 %0.00 %as of Jun 30, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 1,090353.2K $0.04 %0.00 %as of May 31, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 1,077403K $0.02 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST 1,068381.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,067345.7K $0.02 %0.00 %as of May 31, 2026 ↗
PanAgora Global Diversified Risk Portfolio Brighthouse Funds Trust I 1,062379.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
SEB Active 30 SEB Funds AB 1,0563.3M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 1,055376.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 1,052375.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 1,048374.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,006359.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,005359K $0.01 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 1,003358.3K $0.10 %0.00 %as of Jun 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,002374.9K $0.22 %0.00 %as of Jul 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 997356.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 974364.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 973315.3K $0.07 %0.00 %as of May 31, 2026 ↗
Guardian All Cap Core VIP Fund Guardian Variable Products Trust 961343.3K $0.16 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 940351.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 937350.6K $0.02 %0.00 %as of Jul 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 928347.2K $0.05 %0.00 %as of Jul 31, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 926330.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
First Trust S&P 500 Diversified Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI 905323.3K $0.52 %0.00 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 900336.7K $0.00 %0.00 %as of Jul 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 894334.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 889332.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
S&P 500 Pure Value Fund Rydex Variable Trust 887316.9K $1.51 %0.00 %as of Jun 30, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 886316.5K $0.10 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 851304K $0.04 %0.00 %as of Jun 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 850303.6K $0.05 %0.00 %as of Jun 30, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 840300.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 825267.3K $0.10 %0.00 %as of May 29, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 823266.7K $0.05 %0.00 %as of May 31, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 8162.5M SEK0.09 %0.00 %as of Mar 31, 2026 ↗
MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 814290.8K $0.07 %0.00 %as of Jun 30, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 813290.4K $0.41 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 806301.6K $0.02 %0.00 %as of Jul 31, 2026 ↗
M Large Cap Value Fund NORTHERN LIGHTS FUND TRUST II 800285.8K $0.13 %0.00 %as of Jun 30, 2026 ↗
Strategic Alternatives Fund GuideStone Funds 763272.6K $0.09 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 736262.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 731261.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
American Beacon Balanced Fund AMERICAN BEACON FUNDS 724270.9K $0.26 %0.00 %as of Jul 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 716255.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 712230.7K $0.02 %0.00 %as of May 31, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 711230.4K $0.02 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 711230.4K $0.03 %0.00 %as of May 31, 2026 ↗
Brookstone Dividend Stock ETF Northern Lights Fund Trust IV 709229.7K $0.24 %0.00 %as of May 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 706252.2K $0.11 %0.00 %as of Jun 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 706252.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
Skandia Balanserad Skandia Fonder AB 7022.2M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 693224.6K $0.02 %0.00 %as of May 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 684244.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 677241.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
FlexShares US Quality Low Volatility Index Fund FlexShares Trust 672251.4K $0.15 %0.00 %as of Jul 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 670239.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Rayliant NxtGen Multifactor US Equity ETF ADVISORS' INNER CIRCLE III 668238.6K $0.25 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 663236.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 627224K $0.22 %0.00 %as of Jun 30, 2026 ↗
Victory Global Equity Income Fund Victory Portfolios III 622201.5K $0.25 %0.00 %as of May 31, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 617199.9K $0.01 %0.00 %as of May 31, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 607216.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 606216.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 604215.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Monteagle Select Value Fund Monteagle Funds 600194.4K $0.97 %0.00 %as of May 31, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 597193.4K $0.01 %0.00 %as of May 29, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 586209.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 583208.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
SA U.S. Value Fund SA FUNDS INVESTMENT TRUST 583208.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
Equity Income Portfolio GLENMEDE FUND INC 570213.3K $1.55 %0.00 %as of Jul 31, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 564182.8K $0.02 %0.00 %as of May 31, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 562200.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 545203.9K $0.07 %0.00 %as of Jul 31, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 538192.2K $0.15 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 530198.3K $0.07 %0.00 %as of Jul 31, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 529189K $0.02 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 513166.2K $0.03 %0.00 %as of May 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 508181.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
LSV Global Value Fund ADVISORS' INNER CIRCLE FUND 500187.1K $0.16 %0.00 %as of Jul 31, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 500187.1K $0.02 %0.00 %as of Jul 31, 2026 ↗
MFS Blended Research Core Equity ETF MFS Active Exchange Traded Funds Trust 497161K $0.48 %0.00 %as of May 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Fidelity Funds - American Growth Fund FIL Investment Management (Luxembourg) S.A. 2.68 %as of Apr 30, 2025 ↗
Pictet - Quest AI-Driven Global Equities Pictet Asset Management (Europe) S.A. 0.05 %as of Sep 30, 2025 ↗
Amundi Dynamique Climat Amundi Asset Management 0.04 %as of Sep 30, 2025 ↗
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.03 %as of Sep 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Vulcan Value Partners Small Cap Fund Elevation Series Trust 6.41 %as of Jul 31, 2026 ↗
Vulcan Value Partners Fund Elevation Series Trust 4.43 %as of Jul 31, 2026 ↗
ICON CONSUMER SELECT SCM Trust 4.38 %as of Jun 30, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust 4.11 %as of Jun 30, 2026 ↗
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 4.06 %as of May 31, 2026 ↗
GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / NOAX GLOBAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 3.26 %as of Dec 31, 2025 ↗
AB Mid Cap Value Portfolio AB CAP FUND, INC. 2.94 %as of Jun 30, 2026 ↗
Select Insurance Portfolio Fidelity Select Portfolios 2.92 %as of May 31, 2026 ↗
Fidelity Funds - American Growth Fund FIL Investment Management (Luxembourg) S.A. 2.68 %as of Apr 30, 2025 ↗
NORTH SQUARE ALTRINSIC INTERNATIONAL EQUITY FUND Exchange Place Advisors Trust 2.62 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3629-213,780,621+2.0 %
2026Q2631+1613,516,707+0.8 %
2026Q1615-4913,404,740-7.7 %
2025Q4664-2214,523,437-4.4 %
2025Q3686-615,196,583-9.1 %
2025Q2692-716,717,517+2.8 %
2025Q1699-3116,255,275-11.0 %
2024Q4730-618,272,409-2.6 %
2024Q3736-1318,766,021+2.7 %
2024Q2749+1918,272,161+14.9 %
2024Q1730+1215,897,464-7.6 %
2023Q471817,207,792
Cite this page

Titelia. "Fund shareholders of Everest Group Ltd". https://titelia.com/en/stocks/everest-group-ltd-BMG3223R1088