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