Position in XZO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,533,036
+$306,448 QoQ
Shares Held
268,704
-6.7% QoQ
Ownership
0.298%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#7
of 84 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in XZO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026ESSEX INVESTMENT MANAGEMENT CO LLC holds $4,571,065 across 2 Insurance - Diversified names. XZO ranks #1 (99.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XZO |
Exzeo Group, Inc.
This page
|
268,704 | $4,533,036 | |
| 2 | BRK-B |
Berkshire Hathaway Inc
|
76 | $38,029 |
All Filings in XZO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,533,036 | 268,704 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,226,588 | 288,111 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,058,593 | 291,076 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||