LCM
XZO

Legato Capital Management’s Exzeo Group XZO Stock Holding History

Legato Capital 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 		$1.04M Buy
61,866
+1,936
+3% +$28.5K 0.09% 336
2026
Q1 		$879K Sell
59,930
-898
-1% -$15.9K 0.08% 327
2025
Q4 		$1.48M Buy
+60,828
New +$1.16M 0.13% 251

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

Legato Capital Management's XZO Position: Q2 2026 in Review

Legato Capital Management increased its Exzeo Group (XZO) stake by 3.2% in Q2 2026, buying an estimated $28.5K and bringing the position to 61,866 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #336.

Legato Capital Management first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.48M in Q4 2025. 86 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Legato Capital Management held 61,866 shares of Exzeo Group worth $1.04M as of Q2 2026.
  • Legato Capital Management bought 1,936 Exzeo Group shares in Q2 2026, an estimated $28.5K.
  • Exzeo Group made up 0.09% of Legato Capital Management's portfolio in Q2 2026, its #336 holding.
  • Legato Capital Management first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
  • Legato Capital Management's Exzeo Group position peaked at $1.48M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.