Funds holding the stock
Sorted by market value, the list below shows funds with Everest Group, Ltd. stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol | Mkt value | Weight | Issuer | Management style | Focus | Expense ratio | AUM | Price | Chg % | Rel vol | NAV total return 3Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 458.58 M USD | 0.02% | The Vanguard Group, Inc. | Passive | Total market | 0.03% | 661.25 B USD | 363.38 USD | −2.68% | 1.51 | +82.40% | |
| 376.5 M USD | 0.02% | The Vanguard Group, Inc. | Passive | Large cap | 0.03% | 1 T USD | 678.00 USD | −2.59% | 1.62 | +83.87% | |
| 331.97 M USD | 0.18% | The Vanguard Group, Inc. | Passive | Small cap | 0.03% | 78.63 B USD | 288.20 USD | −2.44% | 0.74 | +59.87% | |
| 212.04 M USD | 0.32% | The Vanguard Group, Inc. | Passive | Small cap | 0.05% | 35.57 B USD | 234.32 USD | −1.10% | 0.87 | +57.43% | |
| 170.63 M USD | 0.02% | BlackRock, Inc. | Passive | Large cap | 0.03% | 851.4 B USD | 740.91 USD | −2.62% | 1.30 | +84.23% | |
| 165.96 M USD | 0.19% | Invesco Ltd. | Passive | Large cap | 0.20% | 89.57 B USD | 207.83 USD | −1.42% | 1.16 | +53.56% | |
| 154.93 M USD | 0.02% | State Street Corp. | Passive | Large cap | 0.09% | 787.44 B USD | 737.55 USD | −2.58% | 2.12 | +83.42% | |
| 86.2 M USD | 0.18% | State Street Corp. | Passive | Financials | 0.08% | 48.78 B USD | 52.30 USD | +0.21% | 1.14 | +63.53% | |
| 58.3 M USD | 0.06% | The Vanguard Group, Inc. | Passive | High dividend yield | 0.04% | 79.41 B USD | 158.24 USD | −1.35% | 1.35 | +68.06% | |
| 52.42 M USD | 0.09% | BlackRock, Inc. | Passive | Mid cap | 0.18% | 55.18 B USD | 106.21 USD | −2.12% | 0.98 | +61.06% | |
| 47.28 M USD | 1.17% | Bank of Montreal | Active | Total market | 1.08% | 2.08 B USD | 26.59 CAD | −2.89% | 7.29 | +31.07% | |
| 35.68 M USD | 1.78% | Perpetual Ltd. | Active | Total market | — | — | 5.16 AUD | 0.00% | 1.05 | — | |
| 34.99 M USD | 0.24% | The Charles Schwab Corp. | Passive | Mid cap | 0.04% | 14.73 B USD | 34.83 USD | −2.63% | 0.71 | +63.68% | |
| 30.8 M USD | 0.02% | BlackRock, Inc. | Passive | Large cap | 0.12% | 925.19 M USD | 1,823.2 MXN | −1.34% | 0.01 | +106.79% | |
| 30.8 M USD | 0.02% | BlackRock, Inc. | Passive | Large cap | 0.07% | 150.86 B USD | 805.88 USD | −1.09% | 0.55 | +82.61% | |
| 30.8 M USD | 0.02% | BlackRock, Inc. | Passive | Large cap | 0.10% | 2.56 B USD | 12.558 GBP | −1.06% | 1.00 | +79.19% | |
| 29.9 M USD | 0.02% | State Street Corp. | Passive | Large cap | 0.02% | 149.68 B USD | 86.81 USD | −2.58% | 1.11 | +83.88% | |
| 29.25 M USD | 0.07% | BlackRock, Inc. | Passive | Total market | 0.08% | 40.54 B USD | 75.17 USD | −0.78% | 1.20 | +61.86% | |
| 25.18 M USD | 0.03% | BlackRock, Inc. | Passive | Large cap | 0.18% | 75.74 B USD | 236.42 USD | −1.91% | 1.34 | +66.74% | |
| 24.41 M USD | 1.34% | Invesco Ltd. | Passive | Large cap | 0.35% | 1.82 B USD | 113.97 USD | −0.46% | 1.51 | +64.29% | |
| 24.32 M USD | 0.17% | The Vanguard Group, Inc. | Passive | Financials | 0.09% | 11.95 B USD | 128.08 USD | +0.14% | 1.18 | +69.21% | |
| 23.86 M USD | 0.19% | Deutsche Bank AG | Passive | Large cap | 0.20% | 10.52 B USD | 116.25 USD | −0.48% | 2.52 | +52.15% | |
| 23.86 M USD | 0.19% | Deutsche Bank AG | Passive | Large cap | 0.30% | 312.16 M USD | 10.096 GBP | −0.51% | 0.63 | +49.14% | |
| 23.86 M USD | 0.19% | Deutsche Bank AG | Passive | Large cap | 0.32% | 75.91 M USD | 9.582 CHF | −0.19% | 0.72 | +13.83% | |
| 23.86 M USD | 0.19% | Deutsche Bank AG | Passive | Large cap | 0.25% | 546.12 M USD | 87.26 EUR | +0.21% | 0.09 | +8.48% | |
| 23.86 M USD | 0.19% | Deutsche Bank AG | Passive | Large cap | 0.35% | 1.47 B USD | 11.858 EUR | −0.52% | 1.34 | +42.08% | |
| 23.17 M USD | 0.21% | AJM Ventures LLC | Passive | Extended market | 0.77% | 21.19 M USD | 24.52 CAD | −0.24% | 0.65 | +12.30% | |
| 23.17 M USD | 0.21% | AJM Ventures LLC | Passive | Extended market | 0.77% | 3.81 M USD | 23.01 CAD | −0.56% | 0.00 | +13.21% | |
| 23.17 M USD | 0.21% | AJM Ventures LLC | Passive | Extended market | 0.59% | 10.81 B USD | 41.37 USD | −0.46% | 1.08 | +63.00% | |
| 21.41 M USD | 0.01% | BlackRock, Inc. | Passive | Total market | 0.30% | 1.33 B USD | 1,224.5 GBX | −1.05% | 8.61 | +74.67% | |
| 21.41 M USD | 0.01% | BlackRock, Inc. | Passive | Total market | 0.20% | 142.85 B USD | 10,645 GBX | −0.72% | 0.55 | +63.30% | |
| 21.41 M USD | 0.01% | BlackRock, Inc. | Passive | Total market | 0.20% | 859.3 M USD | 7.9275 USD | −1.08% | 1.98 | +33.42% | |
| 21.41 M USD | 0.01% | BlackRock, Inc. | Passive | Total market | 0.30% | 2.05 B USD | 10.5860 EUR | −1.07% | 0.73 | +66.73% | |
| 21.32 M USD | 0.04% | BlackRock, Inc. | Passive | Large cap | 0.18% | 47.6 B USD | 226.54 USD | −1.15% | 0.50 | +55.40% | |
| 19.16 M USD | 0.13% | BlackRock, Inc. | Passive | Total market | 0.15% | 14.67 B USD | 191.92 USD | −4.16% | 1.11 | +137.34% | |
| 17.99 M USD | 0.04% | Dimensional Holdings, Inc. | Active | Total market | 0.17% | 47.18 B USD | 43.46 USD | −2.34% | 0.85 | +73.84% | |
| 17.89 M USD | 0.02% | The Vanguard Group, Inc. | Passive | Large cap | 0.07% | 52.4 B USD | 142.1225 USD | −1.09% | 1.00 | +82.92% | |
| 17.89 M USD | 0.02% | The Vanguard Group, Inc. | Passive | Large cap | 0.07% | 33.73 B USD | 108.08 GBP | −0.63% | 0.86 | +69.32% | |
| 16.43 M USD | 0.02% | BlackRock, Inc. | Passive | Total market | 0.03% | 93.48 B USD | 161.35 USD | −2.71% | 1.17 | +82.44% | |
| 16.07 M USD | 0.10% | BlackRock, Inc. | Passive | Mid cap | 0.23% | 15.41 B USD | 159.43 USD | −1.87% | 1.37 | +61.41% | |
| 15.76 M USD | 0.04% | State Street Corp. | Passive | Large cap | 0.04% | 35.24 B USD | 60.69 USD | −1.12% | 0.81 | +55.26% | |
| 14.96 M USD | 1.48% | AJM Ventures LLC | Passive | Financials | 0.60% | 1 B USD | 59.72 USD | +1.08% | 0.92 | +69.56% | |
| 13.43 M USD | 0.02% | The Charles Schwab Corp. | Passive | Large cap | 0.03% | 72.41 B USD | 29.05 USD | −2.65% | 1.57 | +83.89% | |
| 12.52 M USD | 0.06% | BlackRock, Inc. | Passive | Mid cap | 0.23% | 20.42 B USD | 139.23 USD | −2.75% | 0.76 | +56.25% | |
| 12.38 M USD | 0.02% | Invesco Ltd. | Passive | Large cap | 0.05% | 1.95 B USD | 9,661 GBX | −1.14% | 0.13 | +80.45% | |
| 12.38 M USD | 0.02% | Invesco Ltd. | Passive | Large cap | 0.05% | 40.36 B USD | 15.008 USD | −1.11% | 0.91 | +83.50% | |
| 12.38 M USD | 0.02% | Invesco Ltd. | Passive | Large cap | 0.05% | 10.71 B USD | 69.66 USD | −1.33% | 0.32 | +83.49% | |
| 12.38 M USD | 0.02% | Invesco Ltd. | Passive | Large cap | 0.05% | 3.18 B USD | 56.932 EUR | −1.07% | 1.08 | +70.96% | |
| 11.04 M USD | 0.04% | BlackRock, Inc. | Passive | Total market | 0.04% | 26.1 B USD | 109.66 USD | −1.15% | 1.27 | +55.54% | |
| 10.3 M USD | 1.40% | Manulife Financial Corp. | Active | Total market | 0.69% | 726.77 M USD | 38.51 USD | −3.27% | 0.43 | +61.75% | |
| 10.2 M USD | 0.56% | Bank of Montreal | Active | Large cap | 0.33% | 106.56 M USD | 46.45 USD | 0.00% | 0.18 | +37.64% | |
| 10.2 M USD | 0.56% | Bank of Montreal | Active | Large cap | 0.33% | 1.69 B USD | 63.13 CAD | +0.32% | 0.59 | +42.27% | |
| 9.89 M USD | 0.13% | SAS Rue la Boétie | Passive | Total market | 0.20% | 16.75 M USD | 4.7788 EUR | −0.49% | 0.28 | — | |
| 9.89 M USD | 0.13% | SAS Rue la Boétie | Passive | Total market | 0.20% | 7.44 B USD | 118.060 EUR | −0.44% | 0.32 | +63.29% | |
| 9.89 M USD | 1.61% | Empirical Finance LLC | Active | Total market | 0.71% | 613.83 M USD | 41.70 USD | −3.06% | 4.55 | +39.31% | |
| 9.78 M USD | 0.64% | Franklin Resources, Inc. | Passive | Mid cap | 0.30% | 1.53 B USD | 57.12 USD | −0.09% | 0.45 | +38.46% | |
| 9.66 M USD | 4.00% | Invesco Ltd. | Passive | Financials | 0.35% | 241.66 M USD | 120.52 USD | +3.37% | 0.73 | +51.31% | |
| 9.57 M USD | 2.13% | Davis Selected Advisers LP | Active | Financials | 0.61% | 446.96 M USD | 46.54 USD | +0.00% | 0.96 | +85.30% | |
| 9.42 M USD | 0.02% | BlackRock, Inc. | Passive | Large cap | 0.15% | 48.69 B USD | 403.01 USD | −2.58% | 1.32 | +82.26% | |
| 9.33 M USD | 0.07% | Dimensional Holdings, Inc. | Active | Extended market | 0.28% | 13.99 B USD | 67.12 USD | −1.13% | 0.88 | +60.88% | |
| 9.19 M USD | 0.18% | BlackRock, Inc. | Passive | Large cap | 0.17% | 419.07 M USD | 7.291 GBP | −0.45% | 1.47 | +21.08% | |
| 9.19 M USD | 0.18% | BlackRock, Inc. | Passive | Large cap | 0.15% | 4.28 B USD | 7.589 USD | −0.52% | 0.89 | +21.58% | |
| 9.19 M USD | 0.18% | BlackRock, Inc. | Passive | Large cap | 0.15% | 26.6 M USD | 6.1540 USD | −0.18% | 0.09 | — | |
| 9.19 M USD | 0.18% | BlackRock, Inc. | Passive | Large cap | 0.17% | 261.92 M USD | 6.052 EUR | −0.49% | 0.77 | — | |
| 9.19 M USD | 0.16% | Manulife Financial Corp. | Passive | Mid cap | 0.41% | 5.64 B USD | 72.71 USD | −1.90% | 0.69 | +60.09% | |
| 8.81 M USD | 0.02% | State Street Corp. | Passive | Large cap | 0.05% | 2.87 B USD | 18.1895 EUR | −1.04% | 3.26 | +71.81% | |
| 8.81 M USD | 0.02% | State Street Corp. | Passive | Large cap | 0.03% | 17.53 B USD | 16.0320 EUR | −0.32% | 0.88 | +16.66% | |
| 8.81 M USD | 0.02% | State Street Corp. | Passive | Large cap | 0.03% | 20.89 B USD | 649.34 EUR | −0.34% | 1.02 | +68.49% | |
| 8.74 M USD | 0.02% | The Vanguard Group, Inc. | Passive | Total market | 0.19% | 25.83 B USD | 136.42 GBP | −1.12% | 0.97 | +64.48% | |
| 8.74 M USD | 0.02% | The Vanguard Group, Inc. | Passive | Total market | 0.19% | 47.39 B USD | 187.36 USD | −1.60% | 1.01 | +77.69% | |
| 8.39 M USD | 1.87% | State Street Corp. | Passive | Financials | 0.35% | 457.33 M USD | 56.90 USD | +2.97% | 0.87 | +45.16% | |
| 7.98 M USD | 0.04% | The Vanguard Group, Inc. | Passive | Large cap | 0.06% | 19.91 B USD | 103.72 USD | −1.88% | 8.43 | +67.31% | |
| 7.7 M USD | 0.09% | Invesco Ltd. | Passive | Large cap | 0.39% | 9.04 B USD | 127.03 USD | −0.97% | 1.84 | +74.00% | |
| 7.66 M USD | 0.02% | The Charles Schwab Corp. | Passive | Total market | 0.03% | 43.21 B USD | 28.45 USD | −2.70% | 1.19 | +82.55% | |
| 7.61 M USD | 0.13% | BlackRock, Inc. | Passive | Total market | 0.20% | 499.9 M USD | 11.863 USD | −2.44% | 0.42 | +140.86% | |
| 7.61 M USD | 0.13% | BlackRock, Inc. | Passive | Total market | 0.20% | 5.37 B USD | 18.635 USD | −2.66% | 1.50 | +140.95% | |
| 7.61 M USD | 0.21% | BlackRock, Inc. | Passive | Financials | 0.38% | 3.45 B USD | 125.00 USD | +0.15% | 1.42 | +78.68% | |
| 7.57 M USD | 0.28% | SAS Rue la Boétie | Passive | Large cap | 0.22% | 2.58 B USD | 15.488 USD | −0.46% | 0.38 | +20.67% | |
| 7.57 M USD | 0.28% | SAS Rue la Boétie | Passive | Large cap | 0.24% | 148.93 M USD | 13.674 EUR | −0.44% | 0.14 | +16.93% | |
| 7.57 M USD | 0.01% | BlackRock, Inc. | Passive | Large cap | 0.18% | 130.93 B USD | 122.69 USD | −3.26% | 2.09 | +94.74% | |
| 7.33 M USD | 0.09% | BlackRock, Inc. | Passive | Total market | 0.25% | 459.79 M USD | 9.762 USD | −2.27% | 2.35 | +123.22% | |
| 7.33 M USD | 0.09% | BlackRock, Inc. | Passive | Total market | 0.25% | 7.7 B USD | 5,937 GBX | −1.20% | 0.78 | +106.87% | |
| 7.03 M USD | 0.05% | Dimensional Holdings, Inc. | Active | Total market | 0.21% | 15.07 B USD | 53.53 USD | −1.98% | 1.16 | +35.35% | |
| 6.91 M USD | 0.96% | Victory Capital Holdings, Inc. | Passive | Large cap | 0.35% | 718.4 M USD | 73.26 USD | +0.60% | 2.25 | +40.25% | |
| 6.69 M USD | 0.02% | The Vanguard Group, Inc. | Passive | Total market | 0.18% | — | 157.47 AUD | +0.41% | 1.17 | +63.78% | |
| 6.53 M USD | 0.04% | The Charles Schwab Corp. | Passive | Large cap | 0.04% | 15.7 B USD | 33.52 USD | −1.93% | 1.54 | +68.67% | |
| 6.41 M USD | 0.50% | AllianceBernstein LP | Active | Large cap | 0.39% | 1.28 B USD | 82.15 USD | −2.42% | 0.51 | +25.83% | |
| 6.29 M USD | 0.33% | BlackRock, Inc. | Passive | Large cap | 0.20% | 1.73 B USD | 113.39 USD | −0.48% | 2.67 | +46.95% | |
| 6.29 M USD | 0.33% | BlackRock, Inc. | Passive | Large cap | 0.20% | 147.21 M USD | 10.016 USD | −0.32% | 3.61 | +46.95% | |
| 6.29 M USD | 0.33% | BlackRock, Inc. | Passive | Large cap | 0.25% | 34.18 M USD | 10.764 EUR | −0.43% | 5.06 | +37.93% | |
| 6.12 M USD | 0.09% | SAS Rue la Boétie | Passive | Total market | 0.20% | 1.77 B USD | 8.7060 USD | −4.13% | 0.46 | +94.25% | |
| 6.12 M USD | 0.09% | SAS Rue la Boétie | Passive | Total market | 0.20% | 5.11 B USD | 7.5399 EUR | −3.57% | 1.23 | +79.20% | |
| 5.66 M USD | 0.16% | BlackRock, Inc. | Passive | Extended market | 0.15% | 3.44 B USD | 86.35 USD | −2.96% | 0.48 | +65.81% | |
| 5.65 M USD | 0.04% | American Century Cos., Inc. | Active | Total market | 0.15% | 13.3 B USD | 125.15 USD | −2.49% | 0.87 | +83.51% | |
| 5.55 M USD | 0.02% | SAS Rue la Boétie | Passive | Large cap | 0.05% | 1.71 B USD | 252.30 GBP | −0.98% | 0.45 | +80.54% | |
| 5.55 M USD | 0.02% | SAS Rue la Boétie | Passive | Large cap | 0.05% | 4.25 B USD | 77.1250 USD | −1.01% | 0.24 | +83.45% | |
| 5.55 M USD | 0.02% | SAS Rue la Boétie | Passive | Large cap | 0.07% | 145.56 M USD | 272.15 CHF | −1.11% | 0.19 | +59.97% | |
| 5.55 M USD | 0.02% | SAS Rue la Boétie | Passive | Large cap | 0.09% | — | 209.15 USD | +0.43% | — | −9.84% | |
| 5.55 M USD | 0.02% | SAS Rue la Boétie | Passive | Large cap | 0.07% | 1.42 B USD | 361.25 EUR | −1.12% | 0.23 | +71.61% | |
| 5.55 M USD | 0.02% | SAS Rue la Boétie | Passive | Large cap | 0.09% | 17.45 B USD | 471.12 EUR | −0.34% | 1.65 | +69.22% |