Exzeo Group, Inc.
XZO- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001873951
No open-market purchases or sales by Exzeo Group, Inc. insiders were filed in the last 90 days; 85 institutions reported holding it in 13F filings for Q2 2026, worth $108.3M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Exzeo Group, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 85
- +21 vs. Q1 2026
- Shares held
- 6.42M
- −121.7K (−1.9%) vs. Q1 2026
- Total value
- $108.3M
- +$12.3M (+12.9%) vs. Q1 2026
- New holders
- 32
- 27 more added
- Sold out
- 11
- 22 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XZO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 85 | $108.3M |
| Q1 2026 | 65 | $106.3M |
| Q4 2025 | 41 | $190.1M |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Exzeo Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jupiter Topco LLC | 728,237 | $12.3M | 0.01% | +728,237 | New |
| American Century Companies Inc | 602,830 | $10.2M | 0.00% | +602,830 | New |
| Goldman Sachs Group Inc | 571,335 | $9.64M | 0.00% | −32,938−5.5% | Reduced |
| Jennison Associates LLC | 568,680 | $9.59M | 0.01% | −6,237−1.1% | Reduced |
| Whetstone Capital Advisors, LLC | 541,544 | $9.14M | 2.42% | +130,191+31.6% | Added |
| BlackRock, Inc. | 457,881 | $7.72M | 0.00% | +183,171+66.7% | Added |
| Essex Investment Management Co LLC | 268,704 | $4.53M | 0.59% | −19,407−6.7% | Reduced |
| FJ Capital Management LLC | 223,788 | $3.78M | 0.49% | −458,652−67.2% | Reduced |
| Citadel Advisors LLC | 172,700 | $2.91M | 0.00% | +58,952+51.8% | Added |
| State Street Corp | 150,003 | $2.53M | 0.00% | +94,820+171.8% | Added |
| Nuveen, LLC | 145,082 | $2.45M | 0.00% | +95,860+194.8% | Added |
| Jacobs Levy Equity Management, Inc | 139,911 | $2.36M | 0.01% | +139,911 | New |
| Two Sigma Investments, LP | 121,216 | $2.04M | 0.00% | −77,213−38.9% | Reduced |
| Ionic Capital Management LLC | 116,077 | $1.96M | 1.84% | +37,022+46.8% | Added |
| Geode Capital Management, LLC | 109,160 | $1.84M | 0.00% | +14,782+15.7% | Added |
| Victory Capital Management Inc | 104,478 | $1.76M | 0.00% | −4,880−4.5% | Reduced |
| Atom Investors LP | 98,058 | $1.65M | 0.15% | −62,138−38.8% | Reduced |
| Alden Global Capital LLC | 98,005 | $1.65M | 0.61% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 71,878 | $1.21M | 0.00% | −95,740−57.1% | Reduced |
| Boston Partners | 67,998 | $1.15M | 0.00% | +13,000+23.6% | Added |
| BNP Paribas Arbitrage, SA | 67,900 | $1.15M | 0.00% | +56,235+482.1% | Added |
| Federated Hermes, Inc. | 65,000 | $1.10M | 0.00% | −80,000−55.2% | Reduced |
| Trexquant Investment LP | 63,379 | $1.07M | 0.01% | +63,379 | New |
| Legato Capital Management LLC | 61,866 | $1.04M | 0.09% | +1,936+3.2% | Added |
| Vanguard Portfolio Management LLC | 56,768 | $957.7K | 0.00% | +11,533+25.5% | Added |
| HRT Financial LP | 53,275 | $898.0K | 0.00% | +53,275 | New |
| Balyasny Asset Management LLC | 51,638 | $871.1K | 0.00% | +51,638 | New |
| Northern Trust Corp | 49,227 | $830.5K | 0.00% | +10,176+26.1% | Added |
| Tudor Investment Corp Et Al | 49,149 | $829.1K | 0.00% | +49,149 | New |
| STRS Ohio | 46,500 | $784.5K | 0.00% | +45,200+3,476.9% | Added |
| SEI Investments Co | 45,017 | $759.4K | 0.00% | −62,473−58.1% | Reduced |
| Marshall Wace, LLP | 40,872 | $689.5K | 0.00% | −147,579−78.3% | Reduced |
| Sidoxia Capital Management, LLC | 38,319 | $646.4K | 0.47% | +589+1.6% | Added |
| State of Wyoming | 31,988 | $539.6K | 0.05% | +9,253+40.7% | Added |
| Morgan Stanley | 27,634 | $466.2K | 0.00% | +4,901+21.6% | Added |
| Parsons Capital Management Inc | 25,000 | $421.8K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 22,905 | $386.4K | 0.00% | +22,905 | New |
| AQR Capital Management LLC | 21,992 | $371.0K | 0.00% | +21,992 | New |
| Bank of America Corp | 21,700 | $366.1K | 0.00% | −36,995−63.0% | Reduced |
| Charles Schwab Investment Management Inc | 19,743 | $333.1K | 0.00% | +2,959+17.6% | Added |
| Qube Research & Technologies Ltd | 18,309 | $308.9K | 0.00% | +18,309 | New |
| Cornerstone Investment Partners, LLC | 17,961 | $303.0K | 0.01% | +17,961 | New |
| Jane Street Group, LLC | 17,085 | $288.2K | 0.00% | −230,718−93.1% | Reduced |
| Bank of New York Mellon Corp | 17,024 | $287.2K | 0.00% | +17,024 | New |
| Engineers Gate Manager LP | 16,103 | $271.7K | 0.00% | +16,103 | New |
| XTX Topco Ltd | 12,159 | $205.1K | 0.00% | −19,091−61.1% | Reduced |
| Russell Investments Group, Ltd. | 11,971 | $201.9K | 0.00% | +11,391+1,964.0% | Added |
| Captrust Financial Advisors | 11,841 | $199.8K | 0.00% | +11,841 | New |
| D. E. Shaw & Co., Inc. | 10,170 | $171.6K | 0.00% | +10,170 | New |
| Centiva Capital, LP | 10,017 | $169.0K | 0.01% | +10,017 | New |
| Deutsche Bank AG | 8,240 | $139.0K | 0.00% | +4,384+113.7% | Added |
| Vanguard Fiduciary Trust Co | 7,738 | $130.5K | 0.00% | +3,360+76.7% | Added |
| Wells Fargo & Company | 7,500 | $126.5K | 0.00% | +4,635+161.8% | Added |
| Rhumbline Advisers | 5,359 | $90.4K | 0.00% | −156−2.8% | Reduced |
| Citigroup Inc | 4,557 | $76.9K | 0.00% | +2,062+82.6% | Added |
| New York State Common Retirement Fund | 4,300 | $72.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,939 | $66.4K | 0.00% | +3,299+515.5% | Added |
| UBS Group AG | 3,830 | $64.6K | 0.00% | −40,697−91.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,787 | $63.9K | 0.00% | +158+4.4% | Added |
| JPMorgan Chase & Co | 3,409 | $58.1K | 0.00% | +281+9.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,619 | $44.2K | 0.00% | +2,619 | New |
| Barclays PLC | 1,359 | $22.9K | 0.00% | −2,075−60.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,149 | $19.4K | 0.00% | +306+36.3% | Added |
| FMR LLC | 841 | $14.2K | 0.00% | −118−12.3% | Reduced |
| Ameritas Investment Partners, Inc. | 630 | $10.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 514 | $8.67K | 0.00% | +514 | New |
| Aster Capital Management (DIFC) Ltd | 453 | $7.64K | 0.00% | +453 | New |
| Royal Bank of Canada | 242 | $4.00K | 0.00% | −931−79.4% | Reduced |
| Jones Financial Companies LLLP | 243 | $3.87K | 0.00% | +125+105.9% | Added |
| Allworth Financial LP | 129 | $2.18K | 0.00% | +129 | New |
| California State Teachers Retirement System | 108 | $1.82K | 0.00% | −325−75.1% | Reduced |
| IFP Advisors, Inc | 99 | $1.67K | 0.00% | +99 | New |
| Zions Bancorporation, National Association | 88 | $1.49K | 0.00% | +88 | New |
| SJS Investment Consulting Inc. | 64 | $1.08K | 0.00% | +64 | New |
| Covestor Ltd | 35 | $1.00K | 0.00% | +35 | New |
| Farther Finance Advisors, LLC | 45 | $760 | 0.00% | +45 | New |
| EverSource Wealth Advisors, LLC | 41 | $692 | 0.00% | +41 | New |
| Essential Partners LLC | 40 | $675 | 0.00% | +40 | New |
| Rothschild Investment LLC | 31 | $523 | 0.00% | +31 | New |
| Sterling Capital Management LLC | 29 | $489 | 0.00% | −149−83.7% | Reduced |
| Clearstead Advisors, LLC | 14 | $237 | 0.00% | +14 | New |
| Caitong International Asset Management Co., Ltd | 8 | $135 | 0.00% | +8 | New |
| True Wealth Design, LLC | 5 | $85 | 0.00% | +5 | New |
| Quantbot Technologies LP | 1 | $17 | 0.00% | −3,324−100.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1 | $17 | 0.00% | +1 | New |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −529,752−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −214,426−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −209,885−100.0% | Sold out |
| Ophir Asset Management Pty Ltd | 0 | $0 | 0.00% | −192,277−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −46,196−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −22,895−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −21,349−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Wealthedge Investment Advisors, LLC | 0 | $0 | 0.00% | −14,918−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −10,173−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |