SEI Investments’s Exzeo Group XZO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$759K Sell
45,017
-62,473
-58% -$919K ﹤0.01% 2454
2026
Q1
$1.58M Sell
107,490
-48,731
-31% -$865K ﹤0.01% 2125
2025
Q4
$3.79M Buy
+156,221
New +$2.97M ﹤0.01% 1517

Other funds holding XZO

SEI Investments's XZO Position: Q2 2026 in Review

SEI Investments reduced its Exzeo Group (XZO) stake by 58% in Q2 2026, selling an estimated $919K and leaving 45,017 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

SEI Investments first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.79M in Q4 2025. 78 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • SEI Investments held 45,017 shares of Exzeo Group worth $759K as of Q2 2026.
  • SEI Investments sold 62,473 Exzeo Group shares in Q2 2026, an estimated $919K.
  • Exzeo Group made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2454 holding.
  • SEI Investments first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
  • SEI Investments's Exzeo Group position peaked at $3.79M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.