Position in XZO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$489
-$2,122 QoQ
Shares Held
29
-83.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 84 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XZO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Sterling Capital Management LLC holds $14,966,083 across 7 Insurance - Diversified names. XZO ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
13,913 | $6,961,926 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
40,805 | $5,407,477 | |
| 3 | AIG |
American International Group, Inc.
|
16,780 | $1,250,613 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
10,460 | $1,015,247 | |
| 5 | PLGO |
Pelagos Insurance Capital Ltd
|
13,361 | $325,340 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
117 | $4,991 | |
| 7 | XZO |
Exzeo Group, Inc.
This page
|
29 | $489 |
All Filings in XZO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489 | 29 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,611 | 178 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||