Position in XZO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,638,421
+$773,737 QoQ
Shares Held
571,335
-5.5% QoQ
Ownership
0.634%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 84 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in XZO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $6,574,121,016 across 11 Insurance - Diversified names. XZO ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
10,242,898 | $5,293,074,039 | |
| 2 | AIG |
American International Group, Inc.
|
5,605,720 | $417,794,310 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,306,255 | $305,624,910 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
3,015,755 | $292,709,178 | |
| 5 | SLF |
Sun Life Financial Inc
|
2,401,503 | $188,325,864 | |
| 6 | AEG |
Aegon Ltd.
|
5,319,698 | $44,898,250 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
714,315 | $17,393,570 | |
| 8 | XZO |
Exzeo Group, Inc.
This page
|
571,335 | $9,638,421 |
All Filings in XZO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,638,421 | 571,335 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,864,684 | 604,273 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,550,974 | 517,566 | Shares | Defined | 2026-03-25 | |
| No filing history on record for this holder in this stock. | ||||||