Position in XZO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$386,407
New position
Shares Held
22,905
first reported quarter
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 85 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Creative Planning holds $1,657,932,269 across 8 Insurance - Diversified names. XZO ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
2,847,604 | $1,588,052,780 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
139,916 | $18,541,668 | |
| 3 | AIG |
American International Group, Inc.
|
226,161 | $16,855,779 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
115,045 | $11,166,266 | |
| 5 | SLF |
Sun Life Financial Inc
|
119,029 | $9,334,253 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
320,661 | $7,808,095 | |
| 7 | AEG |
Aegon Ltd.
|
685,666 | $5,787,021 | |
| 8 | XZO |
Exzeo Group, Inc.
This page
|
22,905 | $386,407 |
All Filings in XZO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,407 | 22,905 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||