Position in XZO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$64,612
-$588,599 QoQ
Shares Held
3,830
-91.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 85 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in XZO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026UBS Group AG holds $3,001,486,964 across 10 Insurance - Diversified names. XZO ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4,139,577 | $2,344,550,538 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
1,733,108 | $229,671,470 | |
| 3 | AIG |
American International Group, Inc.
|
2,377,435 | $177,190,229 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
1,350,323 | $131,062,348 | |
| 5 | SLF |
Sun Life Financial Inc
|
1,110,583 | $87,091,916 | |
| 6 | AEG |
Aegon Ltd.
|
2,409,801 | $20,338,719 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
284,045 | $6,916,495 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
100,432 | $4,284,427 |
All Filings in XZO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,612 | 3,830 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $653,211 | 44,527 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $185,051 | 7,631 | Shares | Defined | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||