FCM
XZO

FJ Capital Management’s Exzeo Group XZO Stock Holding History

FJ Capital 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 		$3.78M Sell
223,788
-458,652
-67% -$6.75M 0.49% 37
2026
Q1 		$10M Buy
682,440
+444,584
+187% +$7.9M 1.13% 23
2025
Q4 		$5.77M Buy
+237,856
New +$4.52M 0.64% 33

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

FJ Capital Management's XZO Position: Q2 2026 in Review

FJ Capital Management reduced its Exzeo Group (XZO) stake by 67% in Q2 2026, selling an estimated $6.75M and leaving 223,788 shares worth $3.78M. The position accounts for 0.49% of the portfolio, ranked #37.

FJ Capital Management first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. The position peaked at $10M in Q1 2026. 86 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • FJ Capital Management held 223,788 shares of Exzeo Group worth $3.78M as of Q2 2026.
  • FJ Capital Management sold 458,652 Exzeo Group shares in Q2 2026, an estimated $6.75M.
  • Exzeo Group made up 0.49% of FJ Capital Management's portfolio in Q2 2026, its #37 holding.
  • FJ Capital Management first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
  • FJ Capital Management's Exzeo Group position peaked at $10M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

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