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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 100 | 33.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 100 | 32.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 94 | 30.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 92 | 30.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P 500 Fund Rydex Series Funds | 91 | 29.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Index Core Handelsbanken Fonder AB | 89 | 277.1K SEK | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Large Cap Index Fund E Trade Trust | 88 | 31.4K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRABULL PROFUND ProFunds | 86 | 30.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 84 | 27.5K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 82 | 255.3K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust | 81 | 26.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| William Blair Mid Cap Value Fund WILLIAM BLAIR FUNDS | 78 | 25.5K $ | 1.88 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 78 | 25.5K $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 77 | 25.8K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 77 | 25.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust | 76 | 24.8K $ | 1.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 71 | 23.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 65 | 21.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. | 63 | 20.6K $ | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| FlexShares STOXX US ESG Select Index Fund FlexShares Trust | 62 | 22.1K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 62 | 20.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MML Managed Volatility Fund MML SERIES INVESTMENT FUND | 60 | 19.6K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Ex-Energy ETF ProShares Trust | 56 | 18.8K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| GodFond Sverige & Världen Storebrand Asset Management AS | 54 | 168.1K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P 500 2x Strategy Fund Rydex Variable Trust | 54 | 17.6K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Lazard Retirement Global Dynamic Multi-Asset Portfolio LAZARD RETIREMENT SERIES INC | 53 | 17.3K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | 50 | 16.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares S&P 500 ex S&P 100 ETF iShares Trust | 49 | 16K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Inflation Focused Equity ETF American Century ETF Trust | 48 | 16.1K $ | 0.18 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 47 | 16.8K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 47 | 15.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| MFS Blended Research Core Equity ETF MFS Active Exchange Traded Funds Trust | 47 | 15.8K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 45 | 14.7K $ | 0.60 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 44 | 15.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 43 | 14.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 41 | 13.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPP Generation 60-tal Storebrand Asset Management AS | 40 | 124.5K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 40 | 13.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 40 | 13.1K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 38 | 13.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | 38 | 12.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS | 36 | 12.8K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| UBS U.S. Allocation Fund UBS INVESTMENT TRUST | 36 | 12.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 35 | 11.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 35 | 11.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 31 | 11.1K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| FINANCIALS ULTRASECTOR PROFUND ProFunds | 28 | 10K $ | 0.15 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares S&P 500 Ex-Health Care ETF ProShares Trust | 28 | 9.4K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | 28 | 9.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 28 | 9.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 27 | 9.6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BULL PROFUND ProFunds | 26 | 9.3K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP LARGE CAP VALUE ProFunds | 26 | 8.5K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BULL ProFunds | 25 | 8.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Themes US Cash Flow Champions ETF Themes ETF Trust | 23 | 7.5K $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares S&P 500 3% Capped ETF iShares Trust | 21 | 6.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 19 | 6.4K $ | 0.10 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 18 | 5.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 18 | 5.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SEB Global Exposure SEB Funds AB | 17 | 52.9K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 16 | 49.8K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nova Fund Rydex Variable Trust | 15 | 4.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRABULL ProFunds | 11 | 3.6K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| UBS GLOBAL ALLOCATION FUND UBS FUNDS | 10 | 3.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LARGE-CAP VALUE PROFUND ProFunds | 8 | 2.9K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp | 8 | 2.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 5 | 1.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 5 | 1.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 Christian Values ETF GLOBAL X FUNDS | 4 | 1.4K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust | 4 | 1.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 3 | 1K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 2 | 713.5 $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 2 | 713.5 $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 2 | 653.7 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 1 | 356.8 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 1 | 335.5 $ | 0.02 % | 0.00 % | as of Feb 28, 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 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 631 | +16 | 13,516,707 | +0.8 % |
| 2026Q1 | 615 | -49 | 13,404,740 | -7.7 % |
| 2025Q4 | 664 | -22 | 14,523,437 | -4.4 % |
| 2025Q3 | 686 | -6 | 15,196,583 | -9.1 % |
| 2025Q2 | 692 | -7 | 16,717,517 | +2.8 % |
| 2025Q1 | 699 | -31 | 16,255,275 | -11.0 % |
| 2024Q4 | 730 | -6 | 18,272,409 | -2.6 % |
| 2024Q3 | 736 | -13 | 18,766,021 | +2.7 % |
| 2024Q2 | 749 | +19 | 18,272,161 | +14.9 % |
| 2024Q1 | 730 | +12 | 15,897,464 | -7.6 % |
| 2023Q4 | 718 | 17,207,792 |
Cite this page
Titelia. "Fund shareholders of Everest Group Ltd". https://titelia.com/en/stocks/everest-group-ltd-BMG3223R1088