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
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 492184.1K $0.07 %0.00 %as of Jul 31, 2026 ↗
Horizon Dividend Income ETF Horizon Funds 469152K $0.10 %0.00 %as of May 31, 2026 ↗
SEB Active 20 SEB Funds AB 4611.4M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 461164.7K $0.09 %0.00 %as of Jun 30, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 456162.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 453161.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 4481.4M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 440157.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 427138.4K $0.03 %0.00 %as of May 31, 2026 ↗
MML VIP BlackRock(R) Equity Index Fund MML SERIES INVESTMENT FUND 424151.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 424151.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 410146.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 410146.5K $0.13 %0.00 %as of Jun 30, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 4051.3M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
LSV U.S. Managed Volatility Fund ADVISORS' INNER CIRCLE FUND 400149.7K $0.52 %0.00 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 399129.3K $0.01 %0.00 %as of May 31, 2026 ↗
NYLIM Candriam U.S. Large Cap Equity ETF NYLIM ETF Trust 395147.8K $0.05 %0.00 %as of Jul 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 392146.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 389139K $0.04 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 388125.7K $0.11 %0.00 %as of May 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 387138.2K $0.13 %0.00 %as of Jun 30, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 385137.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 385124.8K $0.02 %0.00 %as of May 29, 2026 ↗
Lysa Global Equity Focus Lysa Fonder AB 3801.2M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 375134K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 374133.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 370138.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 369119.6K $0.11 %0.00 %as of May 31, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 350125K $0.02 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 341121.8K $0.06 %0.00 %as of Jun 30, 2026 ↗
NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust 333119K $0.10 %0.00 %as of Jun 30, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 327116.8K $0.17 %0.00 %as of Jun 30, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 320996.4K SEK0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 316112.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Victory Cornerstone Moderately Conservative Fund Victory Portfolios III 314101.7K $0.05 %0.00 %as of May 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 311111.1K $0.05 %0.00 %as of Jun 30, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 303108.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 301107.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 294915.4K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 28492K $0.03 %0.00 %as of May 31, 2026 ↗
Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II 28391.7K $0.83 %0.00 %as of May 31, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 281874.9K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 281105.1K $0.02 %0.00 %as of Jul 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 28090.7K $0.01 %0.00 %as of May 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 27497.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 27288.1K $0.03 %0.00 %as of May 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 26795.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 263818.9K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 25394.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 24980.7K $0.02 %0.00 %as of May 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 24880.4K $0.02 %0.00 %as of May 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 24085.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 23676.5K $0.01 %0.00 %as of May 31, 2026 ↗
AB Mid Cap Value Portfolio AB CAP FUND, INC. 23383.2K $2.94 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 22483.8K $0.02 %0.00 %as of Jul 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 21476.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 20466.1K $0.01 %0.00 %as of May 31, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 196610.3K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 19670K $0.02 %0.00 %as of Jun 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 19670K $0.01 %0.00 %as of Jun 30, 2026 ↗
AQR CVX Fusion Fund AQR Funds 19670K $0.13 %0.00 %as of Jun 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 19168.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/Goldman Sachs Growth Allocation Portfolio EQ Advisors Trust 19168.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 187582.3K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Harbor International Equity ETF Harbor ETF Trust 18770K $0.91 %0.00 %as of Jul 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 18265K $0.01 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 18259K $0.20 %0.00 %as of May 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 18064.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 17967K $0.02 %0.00 %as of Jul 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 17963.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
AQR LSE Fusion Fund AQR Funds 17863.6K $0.33 %0.00 %as of Jun 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 17462.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 16759.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Large Cap Vector ETF Dimensional ETF Trust 16160.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 15856.4K $0.06 %0.00 %as of Jun 30, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 15153.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 15056.1K $0.02 %0.00 %as of Jul 31, 2026 ↗
AQR MS Fusion Fund AQR Funds 15053.6K $0.22 %0.00 %as of Jun 30, 2026 ↗
William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS 14551.8K $1.20 %0.00 %as of Jun 30, 2026 ↗
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 14045.4K $0.02 %0.00 %as of May 29, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 13949.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP FINANCIALS ProFunds 13748.9K $0.18 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 136423.5K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
NAA WORLD EQUITY INCOME New Age Alpha Funds Trust 13548.2K $0.10 %0.00 %as of Jun 30, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 13450.1K $0.02 %0.00 %as of Jul 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 13447.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Nova Fund Rydex Series Funds 13347.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 13347.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 13042.1K $0.04 %0.00 %as of May 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 12343.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS 12343.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 11944.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 118367.4K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 11842.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Northern Trust US Equity ETF Northern Funds 11541.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 11537.3K $0.01 %0.00 %as of May 31, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 11240K $0.02 %0.00 %as of Jun 30, 2026 ↗
Pacer S&P 500 3AI Top 100 ETF Pacer Funds Trust 10840.4K $1.84 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust 10835K $0.01 %0.00 %as of May 31, 2026 ↗
Skandia Försiktig Skandia Fonder AB 105326.9K SEK0.01 %0.00 %as of Mar 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