Position in XZO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,670
New position
Shares Held
99
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 85 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $29,038,681 across 7 Insurance - Diversified names. XZO ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
54,780 | $27,411,364 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
7,577 | $1,004,104 | |
| 3 | AIG |
American International Group, Inc.
|
3,630 | $270,543 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
1,925 | $186,840 | |
| 5 | SLF |
Sun Life Financial Inc
|
1,817 | $142,489 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
890 | $21,671 | |
| 7 | XZO |
Exzeo Group, Inc.
This page
|
99 | $1,670 |
All Filings in XZO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,670 | 99 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||