Position in XZO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,187
+$119 QoQ
Shares Held
841
-12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 84 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in XZO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026FMR LLC holds $18,282,699,914 across 9 Insurance - Diversified names. XZO ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
10,414,540 | $16,087,096,551 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
10,504,786 | $1,392,094,237 | |
| 3 | SLF |
Sun Life Financial Inc
|
6,004,087 | $470,840,501 | |
| 4 | AIG |
American International Group, Inc.
|
2,341,635 | $174,522,054 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
1,582,311 | $153,579,103 | |
| 6 | AEG |
Aegon Ltd.
|
392,369 | $3,311,594 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
25,687 | $1,095,807 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
5,991 | $145,880 |
All Filings in XZO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,187 | 841 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,068 | 959 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||