HRT Financial’s Exzeo Group XZO Stock Holding History

HRT Financial’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 Q3	–	Sell	-53,275	Closed	-$898K	–	6361
2026 Q2	$898K	Buy	+53,275	New	+$784K	﹤0.01%	2234
2026 Q1	–	Sell	-31,113	Closed	-$754K	–	5064
2025 Q4	$754K	Buy	+31,113	New	+$592K	﹤0.01%	1879

Other funds holding XZO

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Walleye Capital New York $109B AUM 29.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

HRT Financial's XZO Position: Q3 2026 in Review

HRT Financial sold out of Exzeo Group (XZO) in Q3 2026, closing a stake of 53,275 shares — an estimated $898K sold.

HRT Financial first reported a position in XZO in Q4 2025 and held it in 2 quarters. The position peaked at $898K in Q2 2026. 62 funds tracked by Wall St. Rank hold XZO as of Q3 2026.

HRT Financial reported no remaining Exzeo Group position as of Q3 2026 after selling out during the quarter.
HRT Financial sold 53,275 Exzeo Group shares in Q3 2026, an estimated $898K.
HRT Financial first reported a position in Exzeo Group in Q4 2025 and held it in 2 quarters.
HRT Financial's Exzeo Group position peaked at $898K in Q2 2026.
62 funds tracked by Wall St. Rank held Exzeo Group as of Q3 2026.

Based on HRT Financial's 13F filing for Q3 2026, filed 13 Nov 2026.