Position in XZO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,135,847
+$3,101,299 QoQ
Shares Held
541,544
+31.6% QoQ
Ownership
0.601%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#5
of 84 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XZO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Whetstone Capital Advisors, LLC holds $9,135,847 across 1 Insurance - Diversified name. XZO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XZO |
Exzeo Group, Inc.
This page
|
541,544 | $9,135,847 |
All Filings in XZO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,135,847 | 541,544 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,034,548 | 411,353 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,480,260 | 184,753 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||