Position in XZO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$466,184
+$132,693 QoQ
Shares Held
27,634
+21.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 84 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in XZO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $15,910,611,426 across 11 Insurance - Diversified names. XZO ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
26,667,841 | $13,951,980,830 | |
| 2 | AIG |
American International Group, Inc.
|
9,989,021 | $744,481,726 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
3,948,913 | $523,309,943 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
4,359,144 | $423,098,509 | |
| 5 | SLF |
Sun Life Financial Inc
|
2,529,769 | $198,384,482 | |
| 6 | AEG |
Aegon Ltd.
|
5,920,668 | $49,970,435 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
518,646 | $12,629,028 | |
| 8 | WDH |
Waterdrop Inc.
|
3,271,149 | $3,696,397 |
All Filings in XZO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,184 | 27,634 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $333,491 | 22,733 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||