Jennison Associates
XZO

Jennison Associates’s Exzeo Group XZO Stock Holding History

Jennison Associates’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 		$9.59M Sell
568,680
-6,237
-1% -$91.7K 0.01% 397
2026
Q1 		$8.43M Sell
574,917
-6,345
-1% -$113K 0.01% 399
2025
Q4 		$14.1M Buy
+581,262
New +$11.1M 0.01% 373

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
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

Jennison Associates's XZO Position: Q2 2026 in Review

Jennison Associates reduced its Exzeo Group (XZO) stake by 1.1% in Q2 2026, selling an estimated $91.7K and leaving 568,680 shares worth $9.59M. The position accounts for 0.01% of the portfolio, ranked #397.

Jennison Associates first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.1M in Q4 2025. 86 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Jennison Associates held 568,680 shares of Exzeo Group worth $9.59M as of Q2 2026.
  • Jennison Associates sold 6,237 Exzeo Group shares in Q2 2026, an estimated $91.7K.
  • Exzeo Group made up 0.01% of Jennison Associates's portfolio in Q2 2026, its #397 holding.
  • Jennison Associates first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
  • Jennison Associates's Exzeo Group position peaked at $14.1M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Jennison Associates's 13F filing for Q2 2026, filed 3 Aug 2026.