Nuveen’s Exzeo Group XZO Stock Holding History

Nuveen’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	$2.45M	Buy	145,082 +95,860	+195%	+$1.41M	﹤0.01%	2470
2026 Q1	$722K	Buy	+49,222	New	+$874K	﹤0.01%	2710

Other funds holding XZO

Jupiter Topco 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

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen's XZO Position: Q2 2026 in Review

Nuveen increased its Exzeo Group (XZO) stake by 195% in Q2 2026, buying an estimated $1.41M and bringing the position to 145,082 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Nuveen first reported a position in XZO in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

Nuveen held 145,082 shares of Exzeo Group worth $2.45M as of Q2 2026.
Nuveen bought 95,860 Exzeo Group shares in Q2 2026, an estimated $1.41M.
Exzeo Group made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #2470 holding.
Nuveen first reported a position in Exzeo Group in Q1 2026 and has held it in 2 quarters since.
85 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.