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
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 10537.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
CYBER HORNET S&P 500 Index Funds 10336.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 9631.1K $0.02 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 9032.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 89277.1K SEK0.02 %0.00 %as of Mar 31, 2026 ↗
1290 Avantis U.S. Large Cap Growth Fund 1290 Funds 8933.3K $0.02 %0.00 %as of Jul 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 8832.9K $0.02 %0.00 %as of Jul 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 8731.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 8530.4K $0.10 %0.00 %as of Jun 30, 2026 ↗
ULTRABULL PROFUND ProFunds 8431.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 82255.3K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 8128.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
William Blair Mid Cap Value Fund WILLIAM BLAIR FUNDS 7928.2K $1.83 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust 7727.5K $1.25 %0.00 %as of Jun 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 7025K $0.02 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 7022.7K $0.07 %0.00 %as of May 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 6824.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 6723.9K $0.19 %0.00 %as of Jun 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 6523.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 6521.1K $0.21 %0.00 %as of May 31, 2026 ↗
Growth Fund VALIC Co I 6420.7K $0.00 %0.00 %as of May 31, 2026 ↗
Lazard Retirement Global Dynamic Multi-Asset Portfolio LAZARD RETIREMENT SERIES INC 5720.4K $0.11 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 5517.8K $0.02 %0.00 %as of May 31, 2026 ↗
GodFond Sverige & Världen Storebrand Asset Management AS 54168.1K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 5419.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 5017.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 4717.6K $0.02 %0.00 %as of Jul 31, 2026 ↗
iShares S&P 500 ex S&P 100 ETF iShares Trust 4616.4K $0.08 %0.00 %as of Jun 30, 2026 ↗
Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 4516.1K $0.58 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 4416.5K $0.03 %0.00 %as of Jul 31, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 4114.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 40124.5K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 4014.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 3814.2K $0.00 %0.00 %as of Jul 31, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 3813.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
Disciplined U.S. Value Equity Portfolio GLENMEDE FUND INC 3613.5K $0.49 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 3613.5K $0.03 %0.00 %as of Jul 31, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 3611.7K $0.01 %0.00 %as of May 31, 2026 ↗
Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust 3611.7K $0.17 %0.00 %as of May 31, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 3512.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
FINANCIALS ULTRASECTOR PROFUND ProFunds 3412.7K $0.13 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 3412.7K $0.02 %0.00 %as of Jul 31, 2026 ↗
iShares Dynamic Short-Term Active ETF BlackRock ETF Trust 3312.3K $0.01 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 3111.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 278.7K $0.02 %0.00 %as of May 31, 2026 ↗
Nova Fund Rydex Variable Trust 258.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 258.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP BULL ProFunds 248.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 248.6K $0.05 %0.00 %as of Jun 30, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 238.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
First Trust S&P 500 Diversified Free Cash Flow ETF First Trust Exchange-Traded Fund 227.9K $0.58 %0.00 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I 227.9K $0.23 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 207.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
BULL PROFUND ProFunds 197.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
Themes US Cash Flow Champions ETF Themes ETF Trust 196.8K $0.32 %0.00 %as of Jun 30, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 186.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
SEB Global Exposure SEB Funds AB 1752.9K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 1649.8K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Managed Futures Plus ETF J.P. Morgan Exchange-Traded Fund Trust 145.2K $0.02 %0.00 %as of Jul 31, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 103.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRABULL ProFunds 103.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 82.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 72.6K $0.05 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Christian Values ETF GLOBAL X FUNDS 62.2K $0.03 %0.00 %as of Jul 31, 2026 ↗
Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust 51.9K $0.01 %0.00 %as of Jul 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 51.6K $0.00 %0.00 %as of May 31, 2026 ↗
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust 41.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS 31.1K $0.02 %0.00 %as of Jul 31, 2026 ↗
Global X U.S. 500 ETF GLOBAL X FUNDS 3972.1 $0.02 %0.00 %as of May 31, 2026 ↗
Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS 2748.3 $0.02 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS 2748.3 $0.03 %0.00 %as of Jul 31, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 2714.5 $0.00 %0.00 %as of Jun 30, 2026 ↗
VanEck Financials TruSector ETF VanEck ETF Trust 1357.2 $0.06 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Dynamic Buffer ETF ProShares Trust 1324 $0.02 %0.00 %as of May 31, 2026 ↗
BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC 284K €0.02 %as of Dec 31, 2025 ↗
ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. 262.6K €0.02 %as of Dec 31, 2025 ↗
ACACIA PREMIUM FI ACACIA INVERSION, SGIIC, S.A. 97.1K €0.63 %as of Dec 31, 2025 ↗
BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC 61K €0.02 %as of Dec 31, 2025 ↗
GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / NOAX GLOBAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 55.2K €3.26 %as of Dec 31, 2025 ↗
BINDEX USA SCREENED ÍNDICE (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC 28K €0.03 %as of Dec 31, 2025 ↗

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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