Position in XZO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$830,459
+$257,582 QoQ
Shares Held
49,227
+26.1% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 84 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in XZO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026NORTHERN TRUST CORP holds $9,261,703,821 across 9 Insurance - Diversified names. XZO ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
15,438,015 | $7,876,943,292 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
3,595,887 | $476,526,940 | |
| 3 | AIG |
American International Group, Inc.
|
5,776,587 | $430,529,023 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
4,281,588 | $415,570,927 | |
| 5 | SLF |
Sun Life Financial Inc
|
533,151 | $41,809,700 | |
| 6 | AEG |
Aegon Ltd.
|
1,453,467 | $12,267,259 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
283,179 | $6,895,407 | |
| 8 | XZO |
Exzeo Group, Inc.
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|
49,227 | $830,459 |
All Filings in XZO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $830,459 | 49,227 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $572,877 | 39,051 | Shares | Defined | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||