Jacobs Levy Equity Management’s Exzeo Group XZO Stock Holding History

Jacobs Levy Equity 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	$2.36M	Buy	+139,911	New	+$2.06M	0.01%	560

Other funds holding XZO

Jupiter Topco New York $245B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Levy Equity Management's XZO Position: Q2 2026 in Review

Jacobs Levy Equity Management opened a new position in Exzeo Group (XZO) in Q2 2026: 139,911 shares worth $2.36M. The stake represents 0.01% of the portfolio and ranks #560 among its holdings.

86 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

Jacobs Levy Equity Management held 139,911 shares of Exzeo Group worth $2.36M as of Q2 2026.
Exzeo Group was a new Jacobs Levy Equity Management position in Q2 2026.
Exzeo Group made up 0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #560 holding.
86 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.