Position in XZO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$76,876
+$40,275 QoQ
Shares Held
4,557
+82.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
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, 2026CITIGROUP INC holds $1,337,142,952 across 10 Insurance - Diversified names. XZO ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
2,256,669 | $1,137,446,445 | |
| 2 | AIG |
American International Group, Inc.
|
1,059,910 | $78,995,091 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
593,549 | $57,609,864 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
377,648 | $50,045,912 | |
| 5 | SLF |
Sun Life Financial Inc
|
104,112 | $8,164,462 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
193,931 | $4,722,219 | |
| 7 | XZO |
Exzeo Group, Inc.
This page
|
4,557 | $76,876 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
1,140 | $48,631 |
All Filings in XZO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,876 | 4,557 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $36,601 | 2,495 | Shares | Defined | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||