Position in XZO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$66,450
+$57,062 QoQ
Shares Held
3,939
+515.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 84 holders
Holding Since
Mar 2026
2 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, 2026Legal & General Group Plc holds $4,181,938,812 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
|
5,579,163 | $3,033,474,296 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
2,617,546 | $346,877,195 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
3,119,937 | $302,821,084 | |
| 4 | SLF |
Sun Life Financial Inc
|
3,571,561 | $280,081,812 | |
| 5 | AIG |
American International Group, Inc.
|
2,845,946 | $212,108,354 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
106,364 | $4,537,487 | |
| 7 | IGIC |
International General Insurance Holdings Ltd.
|
67,086 | $1,755,640 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
8,891 | $216,494 |
All Filings in XZO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,450 | 3,939 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $9,388 | 640 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||