Goldman Sachs
XZO

Goldman Sachs’s Exzeo Group XZO Stock Holding History

Goldman Sachs’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 		$9.64M Sell
571,335
-32,938
-5% -$484K ﹤0.01% 3262
2026
Q1 		$8.86M Buy
604,273
+86,707
+17% +$1.54M ﹤0.01% 3167
2025
Q4 		$12.6M Buy
+517,566
New +$9.84M ﹤0.01% 2857

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

Goldman Sachs's XZO Position: Q2 2026 in Review

Goldman Sachs reduced its Exzeo Group (XZO) stake by 5.5% in Q2 2026, selling an estimated $484K and leaving 571,335 shares worth $9.64M. The position accounts for ﹤0.01% of the portfolio, ranked #3262.

Goldman Sachs first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.6M in Q4 2025. 86 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Goldman Sachs held 571,335 shares of Exzeo Group worth $9.64M as of Q2 2026.
  • Goldman Sachs sold 32,938 Exzeo Group shares in Q2 2026, an estimated $484K.
  • Exzeo Group made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #3262 holding.
  • Goldman Sachs first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
  • Goldman Sachs's Exzeo Group position peaked at $12.6M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.