Position in XZO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,913,448
+$1,244,766 QoQ
Shares Held
172,700
+51.8% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 85 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XZO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026CITADEL ADVISORS LLC holds $971,993,409 across 11 Insurance - Diversified names. XZO ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,085,781 | $572,499,588 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
1,675,919 | $222,092,785 | |
| 3 | AIG |
American International Group, Inc.
|
1,730,140 | $128,947,333 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
272,262 | $26,425,748 | |
| 5 | SLF |
Sun Life Financial Inc
|
116,630 | $9,146,124 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
152,491 | $3,713,155 | |
| 7 | IGIC |
International General Insurance Holdings Ltd.
|
125,633 | $3,287,815 | |
| 8 | XZO |
Exzeo Group, Inc.
This page
|
172,700 | $2,913,448 |
All Filings in XZO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,913,448 | 172,700 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,668,682 | 113,748 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,670,000 | 440,000 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||