Position in XZO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$10,317,468
-$4,673,347 QoQ
Shares Held
703,304
+13.8% QoQ
Ownership
0.781%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in XZO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $198,850,690 across 6 Insurance - Diversified names. XZO ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
249,369 | $122,368,266 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
383,504 | $51,861,244 | |
| 3 | XZO |
Exzeo Group, Inc.
This page
|
703,304 | $10,317,468 | |
| 4 | AIG |
American International Group, Inc.
|
70,616 | $5,313,854 | |
| 5 | SLF |
Sun Life Financial Inc
|
83,904 | $5,249,034 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
38,971 | $3,740,824 |
All Filings in XZO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,317,468 | 703,304 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $14,990,815 | 618,178 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||