Position in XZO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$759,436
-$817,442 QoQ
Shares Held
45,017
-58.1% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 84 holders
Holding Since
Dec 2025
3 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, 2026SEI INVESTMENTS CO holds $538,760,409 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
|
471,309 | $235,838,308 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
1,839,517 | $178,543,519 | |
| 3 | AIG |
American International Group, Inc.
|
1,208,903 | $90,099,540 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
230,755 | $30,579,652 | |
| 5 | AEG |
Aegon Ltd.
|
195,505 | $1,650,062 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
32,203 | $784,142 | |
| 7 | XZO |
Exzeo Group, Inc.
This page
|
45,017 | $759,436 | |
| 8 | SLF |
Sun Life Financial Inc
|
5,861 | $459,619 |
All Filings in XZO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $759,436 | 45,017 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,576,878 | 107,490 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,788,359 | 156,221 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||