Position in XZO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$256,725
New position
Shares Held
17,500
first reported quarter
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $327,216,247 across 6 Insurance - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
586,775 | $293,616,340 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
115,947 | $15,365,295 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
154,559 | $15,001,496 | |
| 4 | AIG |
American International Group, Inc.
|
33,698 | $2,511,511 | |
| 5 | SLF |
Sun Life Financial Inc
|
6,908 | $541,724 | |
| 6 | AEG |
Aegon Ltd.
|
21,313 | $179,881 |
All Filings in XZO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $256,725 | 17,500 | Shares | Defined | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||