DS
XZO

David Shaw’s Exzeo Group XZO Stock Holding History

David Shaw’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 		$172K Buy
+10,170
New +$150K ﹤0.01% 4575
2026
Q1 		– Sell
-75,010
Closed -$1.82M – 5207
2025
Q4 		$1.82M Buy
+75,010
New +$1.43M ﹤0.01% 3128

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 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

David Shaw's XZO Position: Q2 2026 in Review

David Shaw opened a new position in Exzeo Group (XZO) in Q2 2026: 10,170 shares worth $172K. The stake represents ﹤0.01% of the portfolio and ranks #4575 among its holdings. This is a return to the name: David Shaw previously reported a position in XZO as recently as Q4 2025.

David Shaw first reported a position in XZO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.82M in Q4 2025. 85 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • David Shaw held 10,170 shares of Exzeo Group worth $172K as of Q2 2026.
  • Exzeo Group was a new David Shaw position in Q2 2026.
  • Exzeo Group made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4575 holding.
  • David Shaw first reported a position in Exzeo Group in Q4 2025 and has held it in 2 quarters since.
  • David Shaw's Exzeo Group position peaked at $1.82M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.