Citadel Advisors
XZO

Citadel Advisors’s Exzeo Group XZO Stock Holding History

Citadel Advisors’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 		$2.91M Buy
172,700
+58,952
+52% +$867K ﹤0.01% 5754
2026
Q1 		$1.67M Sell
113,748
-326,252
-74% -$5.79M ﹤0.01% 6486
2025
Q4 		$10.7M Buy
+440,000
New +$8.37M ﹤0.01% 3174

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Citadel Advisors's XZO Position: Q2 2026 in Review

Citadel Advisors increased its Exzeo Group (XZO) stake by 52% in Q2 2026, buying an estimated $867K and bringing the position to 172,700 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #5754.

Citadel Advisors first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.7M in Q4 2025. 86 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Citadel Advisors held 172,700 shares of Exzeo Group worth $2.91M as of Q2 2026.
  • Citadel Advisors bought 58,952 Exzeo Group shares in Q2 2026, an estimated $867K.
  • Exzeo Group made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #5754 holding.
  • Citadel Advisors first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
  • Citadel Advisors's Exzeo Group position peaked at $10.7M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.