PFMOSF
XZO

Philadelphia Financial Management of San Francisco’s Exzeo Group XZO Stock Holding History

Philadelphia Financial Management of San Francisco’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 		– Sell
-710,000
Closed -$17.2M – 82
2025
Q4 		$17.2M Buy
+710,000
New +$13.5M 1.85% 16

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 $167B AUM 44.17% 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 $6.73T AUM 46.02% 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

Philadelphia Financial Management of San Francisco's XZO Position: Q1 2026 in Review

Philadelphia Financial Management of San Francisco sold out of Exzeo Group (XZO) in Q1 2026, closing a stake of 710,000 shares — an estimated $17.2M sold.

Philadelphia Financial Management of San Francisco first reported a position in XZO in Q4 2025 and held it in 1 quarter. The position peaked at $17.2M in Q4 2025. 65 funds tracked by Wall St. Rank hold XZO as of Q1 2026.

  • Philadelphia Financial Management of San Francisco reported no remaining Exzeo Group position as of Q1 2026 after selling out during the quarter.
  • Philadelphia Financial Management of San Francisco sold 710,000 Exzeo Group shares in Q1 2026, an estimated $17.2M.
  • Philadelphia Financial Management of San Francisco first reported a position in Exzeo Group in Q4 2025 and held it in 1 quarter.
  • Philadelphia Financial Management of San Francisco's Exzeo Group position peaked at $17.2M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Exzeo Group as of Q1 2026.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q1 2026, filed 14 May 2026.