As of the latest SEC filings, EVEREST GROUP, LTD. (EG) is held by 639 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $418,359,175.05 in market value, representing 0.02% of its portfolio.
Funds holding EVEREST GROUP, LTD. (EG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EG
- CIK:
- 0001095073
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $418,359,175.05 | 1,279,973 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.02% | $337,990,682.25 | 1,034,085 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.18% | $304,401,288.30 | 931,318 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.32% | $193,839,046.20 | 593,052 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.21% | $187,298,643.24 | 524,999 | Apr 30, 2026 | Jun 29, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.02% | $179,226,474.27 | 534,223 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.02% | $171,200,434.65 | 523,789 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.02% | $153,663,951.60 | 470,136 | Mar 31, 2026 | May 28, 2026 |
|
VWNEX
VANGUARD WINDSOR FUND
|
MF | Vanguard | 0.58% | $141,305,500.80 | 396,080 | Apr 30, 2026 | Jun 26, 2026 |
|
VEIPX
VANGUARD EQUITY INCOME FUND
|
MF | Vanguard | 0.17% | $105,971,960.70 | 324,222 | Mar 31, 2026 | May 28, 2026 |
|
MVCHX
MFS Mid Cap Value Fund
|
MF | Independent / Boutique | 0.59% | $94,620,133.35 | 289,491 | Mar 31, 2026 | May 26, 2026 |
|
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.19% | $90,119,082.00 | 275,720 | Mar 31, 2026 | May 28, 2026 |
|
VTRIX
VANGUARD INTERNATIONAL VALUE FUND
|
MF | Vanguard | 0.72% | $81,283,128.12 | 227,837 | Apr 30, 2026 | Jun 26, 2026 |
|
UBVVX
Undiscovered Managers Behavioral Value Fund
|
MF | Independent / Boutique | 0.90% | $77,659,560.00 | 237,600 | Mar 31, 2026 | May 29, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.02% | $75,138,239.10 | 229,886 | Mar 31, 2026 | May 28, 2026 |
|
VASVX
VANGUARD SELECTED VALUE FUND
|
MF | Vanguard | 1.04% | $68,365,918.80 | 191,630 | Apr 30, 2026 | Jun 26, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.06% | $58,299,935.40 | 163,415 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.11% | $54,814,746.96 | 153,646 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.11% | $51,994,971.15 | 159,079 | Mar 31, 2026 | May 28, 2026 |
|
JDIBX
Disciplined Value International Fund
|
MF | John Hancock | 0.76% | $50,794,061.76 | 142,376 | Apr 30, 2026 | Jun 25, 2026 |
|
GAM
N/A
|
CEF | Independent / Boutique | 2.66% | $42,227,712.60 | 129,196 | Mar 31, 2026 | May 1, 2026 |
|
JDPAX
Janus Henderson Mid Cap Value Fund
|
MF | Independent / Boutique | 2.14% | $41,870,138.70 | 128,102 | Mar 31, 2026 | May 29, 2026 |
|
SCHM
Schwab U.S. Mid-Cap ETF
|
ETF | Charles Schwab | 0.28% | $38,008,668.57 | 113,293 | Feb 28, 2026 | Apr 24, 2026 |
|
QLENX
AQR Long-Short Equity Fund
|
MF | Independent / Boutique | 0.44% | $35,620,113.00 | 108,980 | Mar 31, 2026 | May 22, 2026 |
|
DGRO
iShares Core Dividend Growth ETF
|
ETF | BlackRock / iShares | 0.08% | $32,561,128.44 | 91,269 | Apr 30, 2026 | Jun 24, 2026 |
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