Position in XZO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,383
+$7,017 QoQ
Shares Held
1,149
+36.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 85 holders
Holding Since
Mar 2026
2 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, 2026Tower Research Capital LLC (TRC) holds $19,584,147 across 9 Insurance - Diversified names. XZO ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
27,096 | $13,558,566 | |
| 2 | AEG |
Aegon Ltd.
|
338,445 | $2,856,475 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
14,278 | $1,892,120 | |
| 4 | AIG |
American International Group, Inc.
|
6,698 | $499,201 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
5,055 | $490,637 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
7,643 | $186,107 | |
| 7 | SLF |
Sun Life Financial Inc
|
1,000 | $78,420 | |
| 8 | XZO |
Exzeo Group, Inc.
This page
|
1,149 | $19,383 |
All Filings in XZO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,383 | 1,149 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $12,366 | 843 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||