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
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

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Legato Capital Management's XZO Position: Q1 2026 in Review

Legato Capital Management reduced its Exzeo Group (XZO) stake by 1.5% in Q1 2026, selling an estimated $15.9K and leaving 59,930 shares worth $879K. The position accounts for 0.08% of the portfolio, ranked #327.

Legato Capital Management first reported a position in XZO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.48M in Q4 2025. 65 funds tracked by Wall St. Rank hold XZO as of Q1 2026.

  • Legato Capital Management held 59,930 shares of Exzeo Group worth $879K as of Q1 2026.
  • Legato Capital Management sold 898 Exzeo Group shares in Q1 2026, an estimated $15.9K.
  • Exzeo Group made up 0.08% of Legato Capital Management's portfolio in Q1 2026, its #327 holding.
  • Legato Capital Management first reported a position in Exzeo Group in Q4 2025 and has held it in 2 quarters since.
  • Legato Capital Management's Exzeo Group position peaked at $1.48M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Exzeo Group as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.