Position in XZO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$366,079
-$494,976 QoQ
Shares Held
21,700
-63.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
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, 2026BANK OF AMERICA CORP /DE/ holds $5,733,104,128 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
|
8,535,826 | $4,832,504,176 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
2,646,977 | $350,777,388 | |
| 3 | AIG |
American International Group, Inc.
|
4,338,812 | $323,371,655 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
1,500,979 | $145,685,019 | |
| 5 | SLF |
Sun Life Financial Inc
|
889,886 | $69,784,856 | |
| 6 | AEG |
Aegon Ltd.
|
760,916 | $6,422,130 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
148,388 | $3,613,247 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
13,586 | $579,578 |
All Filings in XZO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,079 | 21,700 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $861,055 | 58,695 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $1,212,500 | 50,000 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||