Marshall Wace
XZO

Marshall Wace’s Exzeo Group XZO Stock Holding History

Marshall Wace’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 		$690K Sell
40,872
-147,579
-78% -$2.17M ﹤0.01% 2376
2026
Q1 		$2.76M Buy
188,451
+76,886
+69% +$1.37M ﹤0.01% 1608
2025
Q4 		$2.71M Buy
+111,565
New +$2.12M ﹤0.01% 1430

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

Marshall Wace's XZO Position: Q2 2026 in Review

Marshall Wace reduced its Exzeo Group (XZO) stake by 78% in Q2 2026, selling an estimated $2.17M and leaving 40,872 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Marshall Wace first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.76M in Q1 2026. 86 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Marshall Wace held 40,872 shares of Exzeo Group worth $690K as of Q2 2026.
  • Marshall Wace sold 147,579 Exzeo Group shares in Q2 2026, an estimated $2.17M.
  • Exzeo Group made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2376 holding.
  • Marshall Wace first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
  • Marshall Wace's Exzeo Group position peaked at $2.76M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.