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, Q1 2026
Institutional positions in Exzeo Group, Inc. as of Mar 31, 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
- 65
- +24 vs. Q4 2025
- Shares held
- 7.25M
- −593.0K (−7.6%) vs. Q4 2025
- Total value
- $106.3M
- −$83.8M (−44.1%) vs. Q4 2025
- New holders
- 38
- 15 more added
- Sold out
- 14
- 12 more reduced
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Exzeo Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 703,304 | $10.3M | 0.00% | +85,126+13.8% | Added |
| FJ Capital Management LLC | 682,440 | $10.0M | 1.13% | +444,584+186.9% | Added |
| Goldman Sachs Group Inc | 604,273 | $8.86M | 0.00% | +86,707+16.8% | Added |
| Jennison Associates LLC | 574,917 | $8.43M | 0.01% | −6,345−1.1% | Reduced |
| Driehaus Capital Management LLC | 529,752 | $7.77M | 0.06% | −18,680−3.4% | Reduced |
| Whetstone Capital Advisors, LLC | 411,353 | $6.03M | 2.27% | +226,600+122.7% | Added |
| Essex Investment Management Co LLC | 288,111 | $4.23M | 0.67% | −2,965−1.0% | Reduced |
| BlackRock, Inc. | 274,710 | $4.03M | 0.00% | +274,710 | New |
| Jane Street Group, LLC | 247,803 | $3.64M | 0.00% | +198,849+406.2% | Added |
| Holocene Advisors, LP | 214,426 | $3.15M | 0.01% | +214,426 | New |
| Portolan Capital Management, LLC | 209,885 | $3.08M | 0.16% | −195,129−48.2% | Reduced |
| Two Sigma Investments, LP | 198,429 | $2.91M | 0.00% | +186,429+1,553.6% | Added |
| Ophir Asset Management Pty Ltd | 192,277 | $2.82M | 0.33% | −793,568−80.5% | Reduced |
| Marshall Wace, LLP | 188,451 | $2.76M | 0.00% | +76,886+68.9% | Added |
| Renaissance Technologies LLC | 167,618 | $2.46M | 0.00% | +167,618 | New |
| Atom Investors LP | 160,196 | $2.35M | 0.17% | −147−0.1% | Reduced |
| Federated Hermes, Inc. | 145,000 | $2.13M | 0.00% | +45,000+45.0% | Added |
| Citadel Advisors LLC | 113,748 | $1.67M | 0.00% | −326,252−74.1% | Reduced |
| Victory Capital Management Inc | 109,358 | $1.60M | 0.00% | −11,890−9.8% | Reduced |
| SEI Investments Co | 107,490 | $1.58M | 0.00% | −48,731−31.2% | Reduced |
| Seven Grand Managers, LLC | 100,000 | $1.47M | 0.10% | −50,000−33.3% | Reduced |
| Alden Global Capital LLC | 98,005 | $1.44M | 0.81% | −24,502−20.0% | Reduced |
| Geode Capital Management, LLC | 94,378 | $1.38M | 0.00% | +94,378 | New |
| Ionic Capital Management LLC | 79,055 | $1.16M | 0.97% | +65,536+484.8% | Added |
| Legato Capital Management LLC | 59,930 | $879.2K | 0.08% | −898−1.5% | Reduced |
| Bank of America Corp | 58,695 | $861.1K | 0.00% | +8,695+17.4% | Added |
| State Street Corp | 55,183 | $809.5K | 0.00% | +55,183 | New |
| Boston Partners | 54,998 | $806.8K | 0.00% | +54,998 | New |
| Nuveen, LLC | 49,222 | $722.1K | 0.00% | +49,222 | New |
| Y-Intercept (Hong Kong) Ltd | 46,196 | $677.7K | 0.01% | +46,196 | New |
| Vanguard Portfolio Management LLC | 45,235 | $663.6K | 0.00% | +45,235 | New |
| UBS Group AG | 44,527 | $653.2K | 0.00% | +36,896+483.5% | Added |
| Northern Trust Corp | 39,051 | $572.9K | 0.00% | +39,051 | New |
| Sidoxia Capital Management, LLC | 37,730 | $553.5K | 0.48% | +37,730 | New |
| XTX Topco Ltd | 31,250 | $458.4K | 0.01% | +31,250 | New |
| Parsons Capital Management Inc | 25,000 | $366.8K | 0.02% | +7,500+42.9% | Added |
| Quadrature Capital Ltd | 22,895 | $335.9K | 0.00% | +22,895 | New |
| State of Wyoming | 22,735 | $333.5K | 0.04% | +22,735 | New |
| Morgan Stanley | 22,733 | $333.5K | 0.00% | +14,585+179.0% | Added |
| Acadian Asset Management LLC | 21,349 | $311.0K | 0.00% | +21,349 | New |
| Truist Financial Corp | 17,500 | $256.7K | 0.00% | +17,500 | New |
| Charles Schwab Investment Management Inc | 16,784 | $246.2K | 0.00% | +16,784 | New |
| Wealthedge Investment Advisors, LLC | 14,918 | $218.8K | 0.08% | +14,918 | New |
| BNP Paribas Arbitrage, SA | 11,665 | $171.1K | 0.00% | +11,665 | New |
| Gotham Asset Management, LLC | 10,173 | $149.2K | 0.00% | +10,173 | New |
| Rhumbline Advisers | 5,515 | $80.9K | 0.00% | +5,515 | New |
| Vanguard Fiduciary Trust Co | 4,378 | $64.2K | 0.00% | +4,378 | New |
| New York State Common Retirement Fund | 4,300 | $63.1K | 0.00% | +4,300 | New |
| Deutsche Bank AG | 3,856 | $56.6K | 0.00% | +3,856 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,629 | $53.2K | 0.00% | +3,629 | New |
| Barclays PLC | 3,434 | $50.4K | 0.00% | +3,434 | New |
| Quantbot Technologies LP | 3,325 | $48.8K | 0.00% | +3,256+4,718.8% | Added |
| JPMorgan Chase & Co | 3,128 | $43.9K | 0.00% | +3,128 | New |
| Wells Fargo & Company | 2,865 | $42.0K | 0.00% | +2,365+473.0% | Added |
| Citigroup Inc | 2,495 | $36.6K | 0.00% | +2,495 | New |
| STRS Ohio | 1,300 | $19.1K | 0.00% | +1,300 | New |
| Royal Bank of Canada | 1,173 | $17.0K | 0.00% | +1,173 | New |
| FMR LLC | 959 | $14.1K | 0.00% | +959 | New |
| Tower Research Capital LLC (TRC) | 843 | $12.4K | 0.00% | +843 | New |
| Legal & General Group Plc | 640 | $9.41K | 0.00% | +640 | New |
| Ameritas Investment Partners, Inc. | 630 | $9.24K | 0.00% | +630 | New |
| Russell Investments Group, Ltd. | 580 | $8.51K | 0.00% | +580 | New |
| California State Teachers Retirement System | 433 | $6.35K | 0.00% | +433 | New |
| Sterling Capital Management LLC | 178 | $2.61K | 0.00% | +178 | New |
| Jones Financial Companies LLLP | 118 | $1.62K | 0.00% | +118 | New |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −710,000−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −442,568−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −156,641−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −85,083−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −75,010−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −31,113−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −21,923−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −17,322−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −15,893−100.0% | Sold out |