PCM
XZO

Parsons Capital Management’s Exzeo Group XZO Stock Holding History

Parsons 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 		$422K Hold
25,000
– – 0.02% 403
2026
Q1 		$367K Buy
25,000
+7,500
+43% +$133K 0.02% 386
2025
Q4 		$424K Buy
+17,500
New +$333K 0.02% 344

Other funds holding XZO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SCM
Sidoxia Capital Management Newport Beach, California $136M AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

Parsons Capital Management held its Exzeo Group (XZO) position steady in Q2 2026 at 25,000 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #403.

Parsons Capital Management first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. The position peaked at $424K in Q4 2025. 16 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Parsons Capital Management held 25,000 shares of Exzeo Group worth $422K as of Q2 2026.
  • Parsons Capital Management left its Exzeo Group share count unchanged in Q2 2026.
  • Exzeo Group made up 0.02% of Parsons Capital Management's portfolio in Q2 2026, its #403 holding.
  • Parsons Capital Management first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
  • Parsons Capital Management's Exzeo Group position peaked at $424K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.