Position in XZO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,176
New position
Shares Held
129
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
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, 2026Allworth Financial LP holds $110,266,610 across 9 Insurance - Diversified names. XZO ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
160,564 | $106,536,856 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
15,659 | $2,075,130 | |
| 3 | AIG |
American International Group, Inc.
|
14,275 | $1,063,915 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
3,572 | $346,698 | |
| 5 | AEG |
Aegon Ltd.
|
10,826 | $91,371 | |
| 6 | SLF |
Sun Life Financial Inc
|
1,088 | $85,320 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
1,915 | $46,630 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
434 | $18,514 |
All Filings in XZO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,176 | 129 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||