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
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 463155.3K $0.04 %0.00 %as of Feb 28, 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 454148.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 4481.4M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 424138.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 410134K $0.13 %0.00 %as of Mar 31, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 408133.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 4051.3M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust 404132K $0.09 %0.00 %as of Mar 31, 2026 ↗
NYLI Candriam U.S. Large Cap Equity ETF New York Life Investments ETF Trust 403143.8K $0.05 %0.00 %as of Apr 30, 2026 ↗
LSV U.S. Managed Volatility Fund ADVISORS' INNER CIRCLE FUND 400142.7K $0.54 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 392139.8K $0.04 %0.00 %as of Apr 30, 2026 ↗
Horizon Dividend Income ETF Horizon Funds 388130.2K $0.09 %0.00 %as of Feb 28, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 385125.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Lysa Global Equity Focus Lysa Fonder AB 3801.2M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 376122.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 370132K $0.02 %0.00 %as of Apr 30, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 369123.8K $0.02 %0.00 %as of Feb 27, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 369123.8K $0.11 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 360117.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 358117K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 352115.1K $0.06 %0.00 %as of Mar 31, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 323105.6K $0.18 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 320996.4K SEK0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 318103.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderately Conservative Fund Victory Portfolios III 314105.3K $0.05 %0.00 %as of Feb 28, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 310101.3K $0.12 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 309101K $0.01 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 294915.4K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 29197.6K $0.04 %0.00 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 28495.3K $0.04 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 281874.9K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 27589.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 27489.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 263818.9K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Growth Equity Index Fund GuideStone Funds 25884.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 25784K $0.17 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 25483K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 25182K $0.00 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 24983.5K $0.03 %0.00 %as of Feb 28, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 24883.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 24680.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 24080.5K $0.14 %0.00 %as of Feb 28, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 23182.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 22774.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 22580.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 21971.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 21672.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 21369.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 20874.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 20868K $0.00 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 20071.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 20065.4K $0.00 %0.00 %as of Mar 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 19664.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 19465.1K $0.24 %0.00 %as of Feb 28, 2026 ↗
AB All Market Total Return Portfolio AB PORTFOLIOS 19164.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 19162.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 19162.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 19062.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 18861.4K $0.02 %0.00 %as of Mar 31, 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 18766.7K $0.96 %0.00 %as of Apr 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 17958.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 17657.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 17557.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 17456.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Large Cap Vector ETF Dimensional ETF Trust 16157.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 15952K $0.02 %0.00 %as of Mar 31, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 15550.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 15249.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 15050.3K $0.02 %0.00 %as of Feb 27, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 14953.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP FINANCIALS ProFunds 14948.7K $0.19 %0.00 %as of Mar 31, 2026 ↗
William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS 14547.4K $1.29 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 14447.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 14150.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 13748.9K $0.02 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 136423.5K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 13644.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
NAA WORLD EQUITY INCOME New Age Alpha Funds Trust 13544.1K $0.10 %0.00 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 13443.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
1290 Avantis U.S. Large Cap Growth Fund 1290 Funds 13347.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
AQR LSE Fusion Fund AQR Funds 13243.1K $0.23 %0.00 %as of Mar 31, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 13043.6K $0.05 %0.00 %as of Feb 28, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 12441.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 12039.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS 12039.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 11942.5K $0.02 %0.00 %as of Apr 30, 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 11838.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Series Funds 11537.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Northern Trust US Equity ETF Northern Funds 11537.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 11136.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 11036K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 10935.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 10835.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Skandia Försiktig Skandia Fonder AB 105326.9K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Growth Fund VALIC Co I 10234.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST 10233.3K $0.02 %0.00 %as of Mar 31, 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