Federated Hermes
XZO

Federated Hermes’s Exzeo Group XZO Stock Holding History

Federated Hermes’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 		$1.1M Sell
65,000
-80,000
-55% -$1.18M ﹤0.01% 1134
2026
Q1 		$2.13M Buy
145,000
+45,000
+45% +$799K ﹤0.01% 965
2025
Q4 		$2.42M Buy
+100,000
New +$1.9M ﹤0.01% 921

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

Federated Hermes's XZO Position: Q2 2026 in Review

Federated Hermes reduced its Exzeo Group (XZO) stake by 55% in Q2 2026, selling an estimated $1.18M and leaving 65,000 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Federated Hermes first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.42M in Q4 2025. 86 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Federated Hermes held 65,000 shares of Exzeo Group worth $1.1M as of Q2 2026.
  • Federated Hermes sold 80,000 Exzeo Group shares in Q2 2026, an estimated $1.18M.
  • Exzeo Group made up ﹤0.01% of Federated Hermes's portfolio in Q2 2026, its #1134 holding.
  • Federated Hermes first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
  • Federated Hermes'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 Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.