SGM
XZO

Seven Grand Managers’s Exzeo Group XZO Stock Holding History

Seven Grand Managers’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 		$1.47M Sell
100,000
-50,000
-33% -$888K 0.1% 134
2025
Q4 		$3.64M Buy
+150,000
New +$2.85M 0.28% 81

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 $145B AUM 34.61% 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 $5.72T AUM 30.48% 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

Seven Grand Managers's XZO Position: Q1 2026 in Review

Seven Grand Managers reduced its Exzeo Group (XZO) stake by 33% in Q1 2026, selling an estimated $888K and leaving 100,000 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #134.

Seven Grand Managers first reported a position in XZO in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.64M in Q4 2025. 65 funds tracked by Wall St. Rank hold XZO as of Q1 2026.

  • Seven Grand Managers held 100,000 shares of Exzeo Group worth $1.47M as of Q1 2026.
  • Seven Grand Managers sold 50,000 Exzeo Group shares in Q1 2026, an estimated $888K.
  • Exzeo Group made up 0.1% of Seven Grand Managers's portfolio in Q1 2026, its #134 holding.
  • Seven Grand Managers first reported a position in Exzeo Group in Q4 2025 and has held it in 2 quarters since.
  • Seven Grand Managers's Exzeo Group position peaked at $3.64M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Exzeo Group as of Q1 2026.

Based on Seven Grand Managers's 13F filing for Q1 2026, filed 6 May 2026.