CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in XZO — Exzeo Group, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in XZO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$333,064
+$86,843 QoQ
Shares Held
19,743
+17.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $6,784,076,617 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
|
11,570,667 | $5,845,223,931 | |
| 2 | AIG |
American International Group, Inc.
|
4,343,856 | $323,747,586 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
1,881,726 | $249,366,329 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
2,177,713 | $211,368,823 | |
| 5 | SLF |
Sun Life Financial Inc
|
1,851,199 | $145,171,025 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
245,617 | $5,980,773 | |
| 7 | AEG |
Aegon Ltd.
|
341,835 | $2,885,086 | |
| 8 | XZO |
Exzeo Group, Inc.
This page
|
19,743 | $333,064 |
All Filings in XZO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,064 | 19,743 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $246,221 | 16,784 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||