Position in XHG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$669
+$387 QoQ
Shares Held
728
+119.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 3 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XHG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026UBS Group AG holds $1,487,522,726 across 21 Insurance Brokers names. XHG ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,603,522 | $600,599,008 | |
| 2 | AON |
Aon plc
|
822,267 | $272,737,738 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,064,498 | $244,376,803 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,691,851 | $108,532,239 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
2,201,085 | $83,112,967 | |
| 6 | WTW |
Willis Towers Watson PLC
|
277,095 | $72,424,319 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,641,349 | $43,627,056 | |
| 8 | ERIE |
Erie Indemnity Co
|
120,677 | $28,932,309 |
All Filings in XHG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669 | 728 | Shares | Defined | 2026-08-13 | |
| 2025-12-31 | $282 | 332 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $484 | 391 | Shares | Defined | 2025-11-13 | |
| 2024-12-31 | $4,569 | 5,301 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $14,899 | 18,860 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $1,006 | 503 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||