Balyasny Asset Management
XZO

Balyasny Asset Management’s Exzeo Group XZO Stock Holding History

Balyasny Asset Management’s Portfolio XZO Stock Details XZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$871K Buy
+51,638
New +$760K ﹤0.01% 2285
2026
Q1 		– Sell
-100,000
Closed -$2.42M – 3709
2025
Q4 		$2.42M Buy
+100,000
New +$1.9M ﹤0.01% 1761

Other funds holding XZO

JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balyasny Asset Management's XZO Position: Q2 2026 in Review

Balyasny Asset Management opened a new position in Exzeo Group (XZO) in Q2 2026: 51,638 shares worth $871K. The stake represents ﹤0.01% of the portfolio and ranks #2285 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in XZO as recently as Q4 2025.

Balyasny Asset Management first reported a position in XZO in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.42M in Q4 2025. 86 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Balyasny Asset Management held 51,638 shares of Exzeo Group worth $871K as of Q2 2026.
  • Exzeo Group was a new Balyasny Asset Management position in Q2 2026.
  • Exzeo Group made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #2285 holding.
  • Balyasny Asset Management first reported a position in Exzeo Group in Q4 2025 and has held it in 2 quarters since.
  • Balyasny Asset Management's Exzeo Group position peaked at $2.42M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.