RIL
XZO

Rothschild Investment LLC’s Exzeo Group XZO Stock Holding History

Rothschild Investment LLC’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 		$523 Buy
+31
New +$456 ﹤0.01% 3254

Other funds holding XZO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 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
SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rothschild Investment LLC's XZO Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in Exzeo Group (XZO) in Q2 2026: 31 shares worth $523. The stake represents ﹤0.01% of the portfolio and ranks #3254 among its holdings.

27 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Rothschild Investment LLC held 31 shares of Exzeo Group worth $523 as of Q2 2026.
  • Exzeo Group was a new Rothschild Investment LLC position in Q2 2026.
  • Exzeo Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3254 holding.
  • 27 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.