Titelia

Fund shareholders of Everest Group Ltd

ISIN BMG3223R1088 · United States · LEI 549300N24XF2VV0B3570

Fund shareholders
686
Of which ETFs
176 510 other funds
Value held
4.5B $ 750.5M SEK · 787.9K €
Share of capital
35.9 % of 38.3M shares on Jul 27, 2026

686 funds hold this company. This table lists the 682 that declare it in a regulatory filing. The other 4 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 1,246418K $0.04 %0.00 %as of Feb 28, 2026 ↗
Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust 1,239405K $0.16 %0.00 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,234440.2K $0.05 %0.00 %as of Apr 30, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 1,234440.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,231402.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 1,221409.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,207430.6K $0.07 %0.00 %as of Apr 30, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 1,2003.7M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 1,199402.3K $0.04 %0.00 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 1,165415.6K $0.04 %0.00 %as of Apr 30, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 1,158388.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 1,152376.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 1,150410.3K $0.13 %0.00 %as of Apr 30, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 1,1413.6M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 1,138372K $0.04 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,109362.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
AQR Global Equity Fund AQR Funds 1,092356.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 1,090365.7K $0.05 %0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 1,079352.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,067358K $0.02 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,067358K $0.04 %0.00 %as of Feb 28, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 1,065348.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
SEB Active 30 SEB Funds AB 1,0563.3M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 1,048342.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 1,040339.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,038339.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 1,021364.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,011330.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
First Trust S&P 500 Diversified Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI 1,011330.4K $0.59 %0.00 %as of Mar 31, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 1,009338.5K $0.07 %0.00 %as of Feb 28, 2026 ↗
Guardian All Cap Core VIP Fund Guardian Variable Products Trust 1,007329.1K $0.16 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 991353.5K $0.05 %0.00 %as of Apr 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 981329.1K $0.08 %0.00 %as of Feb 28, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 972317.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST 968316.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 955312.1K $0.11 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 953311.5K $0.11 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Pure Value Fund Rydex Variable Trust 943308.2K $1.57 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust 940335.4K $0.27 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 925330K $0.03 %0.00 %as of Apr 30, 2026 ↗
PanAgora Global Diversified Risk Portfolio Brighthouse Funds Trust I 913298.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 912325.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 901321.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 900321.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
Pacer Lunt Large Cap Multi-Factor Alternator ETF Pacer Funds Trust 900321.1K $0.14 %0.00 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 881314.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 854279.1K $0.08 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 851278.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 850277.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
Strategic Alternatives Fund GuideStone Funds 833272.3K $0.10 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 8162.5M SEK0.09 %0.00 %as of Mar 31, 2026 ↗
American Beacon Balanced Fund AMERICAN BEACON FUNDS 816291.1K $0.27 %0.00 %as of Apr 30, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 806270.4K $0.05 %0.00 %as of Feb 28, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 799261.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 798260.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 779254.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 776253.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 735246.6K $0.02 %0.00 %as of Feb 28, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 727237.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 723236.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 717255.8K $0.18 %0.00 %as of Apr 30, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 708252.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
Skandia Balanserad Skandia Fonder AB 7022.2M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
M Large Cap Value Fund M FUND INC 700228.8K $0.12 %0.00 %as of Mar 31, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 696233.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 695233.2K $0.10 %0.00 %as of Feb 27, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 690225.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 686230.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 679221.9K $0.11 %0.00 %as of Mar 31, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 666217.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 648211.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 642209.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Victory Global Equity Income Fund Victory Portfolios III 622208.7K $0.26 %0.00 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 610199.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Monteagle Select Value Fund Monteagle Funds 600201.3K $1.04 %0.00 %as of Feb 28, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 594194.1K $0.33 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 583190.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Value Fund SA FUNDS INVESTMENT TRUST 583190.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Equity Income Portfolio GLENMEDE FUND INC 573204.4K $1.56 %0.00 %as of Apr 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 564189.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 562183.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 546194.8K $0.07 %0.00 %as of Apr 30, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 545194.4K $0.07 %0.00 %as of Apr 30, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 538175.8K $0.15 %0.00 %as of Mar 31, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 529172.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
AQR Trend Total Return Fund AQR Funds 529172.9K $0.08 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 521170.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 518173.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 518169.3K $0.18 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 508166K $0.02 %0.00 %as of Mar 31, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 503168.8K $0.11 %0.00 %as of Feb 28, 2026 ↗
LSV Global Value Fund ADVISORS' INNER CIRCLE FUND 500178.4K $0.17 %0.00 %as of Apr 30, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 500163.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 495161.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 492175.5K $0.06 %0.00 %as of Apr 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 490174.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 488159.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 478170.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 477160K $0.03 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 474159K $0.11 %0.00 %as of Feb 28, 2026 ↗

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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 6.72 %as of Apr 30, 2026 ↗
Vulcan Value Partners Fund Elevation Series Trust 5.99 %as of Apr 30, 2026 ↗
ICON CONSUMER SELECT SCM Trust 4.17 %as of Mar 31, 2026 ↗
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 3.94 %as of Feb 28, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust 3.65 %as of Mar 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 ↗
Select Insurance Portfolio Fidelity Select Portfolios 2.92 %as of Feb 28, 2026 ↗
Fidelity Funds - American Growth Fund FIL Investment Management (Luxembourg) S.A. 2.68 %as of Apr 30, 2025 ↗
S&P 500 Pure Value Fund Rydex Series Funds 2.59 %as of Mar 31, 2026 ↗
NORTH SQUARE ALTRINSIC INTERNATIONAL EQUITY FUND Exchange Place Advisors Trust 2.59 %as of Feb 28, 2026 ↗

Quarter after quarter

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

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