EIM
XZO

Essex Investment Management’s Exzeo Group XZO Stock Holding History

Essex Investment 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 		$4.53M Sell
268,704
-19,407
-7% -$285K 0.59% 61
2026
Q1 		$4.23M Sell
288,111
-2,965
-1% -$52.7K 0.67% 49
2025
Q4 		$7.06M Buy
+291,076
New +$5.54M 1.08% 22

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
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 $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Essex Investment Management's XZO Position: Q2 2026 in Review

Essex Investment Management reduced its Exzeo Group (XZO) stake by 6.7% in Q2 2026, selling an estimated $285K and leaving 268,704 shares worth $4.53M. The position accounts for 0.59% of the portfolio, ranked #61.

Essex Investment Management first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.06M in Q4 2025. 85 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Essex Investment Management held 268,704 shares of Exzeo Group worth $4.53M as of Q2 2026.
  • Essex Investment Management sold 19,407 Exzeo Group shares in Q2 2026, an estimated $285K.
  • Exzeo Group made up 0.59% of Essex Investment Management's portfolio in Q2 2026, its #61 holding.
  • Essex Investment Management first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
  • Essex Investment Management's Exzeo Group position peaked at $7.06M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Essex Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.