JO
XZO

John Overdeck’s Exzeo Group XZO Stock Holding History

John Overdeck’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 		$2.04M Sell
121,216
-77,213
-39% -$1.14M ﹤0.01% 2981
2026
Q1 		$2.91M Buy
198,429
+186,429
+1,554% +$3.31M ﹤0.01% 2462
2025
Q4 		$291K Buy
+12,000
New +$228K ﹤0.01% 3586

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 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

John Overdeck's XZO Position: Q2 2026 in Review

John Overdeck reduced its Exzeo Group (XZO) stake by 39% in Q2 2026, selling an estimated $1.14M and leaving 121,216 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

John Overdeck first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.91M in Q1 2026. 85 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • John Overdeck held 121,216 shares of Exzeo Group worth $2.04M as of Q2 2026.
  • John Overdeck sold 77,213 Exzeo Group shares in Q2 2026, an estimated $1.14M.
  • Exzeo Group made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2981 holding.
  • John Overdeck first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
  • John Overdeck's Exzeo Group position peaked at $2.91M in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.