Position in XZO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,530,550
+$1,721,016 QoQ
Shares Held
150,003
+171.8% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 84 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in XZO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $43,707,370,739 across 9 Insurance - Diversified names. XZO ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
75,748,056 | $38,104,127,437 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
16,070,450 | $2,129,656,034 | |
| 3 | AIG |
American International Group, Inc.
|
25,115,416 | $1,871,851,954 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
16,251,212 | $1,577,342,636 | |
| 5 | PLGO |
Pelagos Insurance Capital Ltd
|
824,688 | $20,081,152 | |
| 6 | XZO |
Exzeo Group, Inc.
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|
150,003 | $2,530,550 | |
| 7 | SLF |
Sun Life Financial Inc
|
20,318 | $1,593,337 | |
| 8 | AEG |
Aegon Ltd.
|
13,085 | $110,437 |
All Filings in XZO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,530,550 | 150,003 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $809,534 | 55,183 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||