Position in XZO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$57,509
New position
Shares Held
3,409
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 84 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, 2026JPMORGAN CHASE & CO holds $8,064,511,639 across 10 Insurance - Diversified names. XZO ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
12,973,343 | $6,559,830,908 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
6,991,580 | $678,602,745 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,866,502 | $379,868,835 | |
| 4 | SLF |
Sun Life Financial Inc
|
2,980,877 | $233,760,367 | |
| 5 | AIG |
American International Group, Inc.
|
2,419,035 | $180,290,673 | |
| 6 | AEG |
Aegon Ltd.
|
2,601,423 | $21,956,006 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
355,868 | $8,665,385 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
34,621 | $1,476,929 |
All Filings in XZO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,509 | 3,409 | Shares | Defined | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||