Jim Simons’s Exzeo Group XZO Stock Holding History

Jim Simons’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	$1.21M	Sell	71,878 -95,740	-57%	-$1.41M	﹤0.01%	2220
2026 Q1	$2.46M	Buy	+167,618	New	+$2.98M	﹤0.01%	1787

Other funds holding XZO

JTL

Jupiter Topco LLC 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jim Simons's XZO Position: Q2 2026 in Review

Jim Simons reduced its Exzeo Group (XZO) stake by 57% in Q2 2026, selling an estimated $1.41M and leaving 71,878 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Jim Simons first reported a position in XZO in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.46M in Q1 2026. 78 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

Jim Simons held 71,878 shares of Exzeo Group worth $1.21M as of Q2 2026.
Jim Simons sold 95,740 Exzeo Group shares in Q2 2026, an estimated $1.41M.
Exzeo Group made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2220 holding.
Jim Simons first reported a position in Exzeo Group in Q1 2026 and has held it in 2 quarters since.
Jim Simons's Exzeo Group position peaked at $2.46M in Q1 2026.
78 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.