Position in XZO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$236
New position
Shares Held
14
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 84 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $89,430,665 across 8 Insurance - Diversified names. XZO ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
133,513 | $86,265,659 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
11,772 | $1,142,590 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
5,713 | $757,086 | |
| 4 | AIG |
American International Group, Inc.
|
7,821 | $582,899 | |
| 5 | AEG |
Aegon Ltd.
|
57,646 | $486,532 | |
| 6 | SLF |
Sun Life Financial Inc
|
2,487 | $195,030 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
26 | $633 | |
| 8 | XZO |
Exzeo Group, Inc.
This page
|
14 | $236 |
All Filings in XZO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236 | 14 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||