Position in XZO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$522
New position
Shares Held
31
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
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, 2026ROTHSCHILD INVESTMENT LLC holds $46,478,233 across 7 Insurance - Diversified names. XZO ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
68,152 | $35,599,278 | |
| 2 | AIG |
American International Group, Inc.
|
143,040 | $10,660,771 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
602 | $79,777 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
739 | $71,727 | |
| 5 | AEG |
Aegon Ltd.
|
5,874 | $49,576 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
681 | $16,582 | |
| 7 | XZO |
Exzeo Group, Inc.
This page
|
31 | $522 |
All Filings in XZO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522 | 31 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||