Position in XZO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,447,532
+$1,725,446 QoQ
Shares Held
145,082
+194.8% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
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, 2026Nuveen, LLC holds $3,216,138,579 across 9 Insurance - Diversified names. XZO ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
5,223,909 | $2,613,991,822 | |
| 2 | AIG |
American International Group, Inc.
|
3,502,883 | $261,069,868 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
1,775,060 | $172,287,321 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
903,369 | $119,714,458 | |
| 5 | SLF |
Sun Life Financial Inc
|
402,534 | $31,566,715 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
524,626 | $12,774,642 | |
| 7 | XZO |
Exzeo Group, Inc.
This page
|
145,082 | $2,447,532 | |
| 8 | AEG |
Aegon Ltd.
|
179,772 | $1,517,275 |
All Filings in XZO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,447,532 | 145,082 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $722,086 | 49,222 | Shares | Defined | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||