Position in XZO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$759
New position
Shares Held
45
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
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, 2026Farther Finance Advisors, LLC holds $67,379,897 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
|
128,402 | $64,251,076 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
9,230 | $1,223,159 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
8,635 | $838,113 | |
| 4 | AIG |
American International Group, Inc.
|
9,746 | $726,369 | |
| 5 | BNT |
Brookfield Wealth Solutions Ltd.
|
3,002 | $128,065 | |
| 6 | SLF |
Sun Life Financial Inc
|
1,209 | $94,809 | |
| 7 | AEG |
Aegon Ltd.
|
7,904 | $66,709 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
1,803 | $43,903 |
All Filings in XZO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $759 | 45 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||