Zimmer Partners’s Exzeo Group XZO Stock Holding History

Zimmer Partners’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	-75,000	Closed	-$1.82M	–	164
2025 Q4	$1.82M	Buy	+75,000	New	+$1.43M	0.05%	99

Other funds holding XZO

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 New York $871B AUM 31.28% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Zimmer Partners's XZO Position: Q1 2026 in Review

Zimmer Partners sold out of Exzeo Group (XZO) in Q1 2026, closing a stake of 75,000 shares — an estimated $1.82M sold.

Zimmer Partners first reported a position in XZO in Q4 2025 and held it in 1 quarter. The position peaked at $1.82M in Q4 2025. 65 funds tracked by Wall St. Rank hold XZO as of Q1 2026.

Zimmer Partners reported no remaining Exzeo Group position as of Q1 2026 after selling out during the quarter.
Zimmer Partners sold 75,000 Exzeo Group shares in Q1 2026, an estimated $1.82M.
Zimmer Partners first reported a position in Exzeo Group in Q4 2025 and held it in 1 quarter.
Zimmer Partners's Exzeo Group position peaked at $1.82M in Q4 2025.
65 funds tracked by Wall St. Rank held Exzeo Group as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.