OAM
XZO

Ophir Asset Management’s Exzeo Group XZO Stock Holding History

Ophir Asset 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 		– Sell
-192,277
Closed -$2.82M – 44
2026
Q1 		$2.82M Sell
192,277
-793,568
-80% -$14.1M 0.33% 34
2025
Q4 		$23.9M Buy
+985,845
New +$18.7M 2.68% 17

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

Ophir Asset Management's XZO Position: Q2 2026 in Review

Ophir Asset Management sold out of Exzeo Group (XZO) in Q2 2026, closing a stake of 192,277 shares — an estimated $2.82M sold.

Ophir Asset Management first reported a position in XZO in Q4 2025 and held it in 2 quarters. The position peaked at $23.9M in Q4 2025. 86 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Ophir Asset Management reported no remaining Exzeo Group position as of Q2 2026 after selling out during the quarter.
  • Ophir Asset Management sold 192,277 Exzeo Group shares in Q2 2026, an estimated $2.82M.
  • Ophir Asset Management first reported a position in Exzeo Group in Q4 2025 and held it in 2 quarters.
  • Ophir Asset Management's Exzeo Group position peaked at $23.9M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Ophir Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.