HF
XZO

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
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

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

HRT Financial's XZO Position: Q2 2026 in Review

HRT Financial opened a new position in Exzeo Group (XZO) in Q2 2026: 53,275 shares worth $898K. The stake represents ﹤0.01% of the portfolio and ranks #2234 among its holdings. This is a return to the name: HRT Financial previously reported a position in XZO as recently as Q4 2025.

HRT Financial first reported a position in XZO in Q4 2025 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • HRT Financial held 53,275 shares of Exzeo Group worth $898K as of Q2 2026.
  • Exzeo Group was a new HRT Financial position in Q2 2026.
  • Exzeo Group made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2234 holding.
  • HRT Financial first reported a position in Exzeo Group in Q4 2025 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.