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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 1 | $17 | 0.00% | −3,324−100.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1 | $17 | 0.00% | +1 | New |
| True Wealth Design, LLC | 5 | $85 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 8 | $135 | 0.00% | +8 | New |
| Clearstead Advisors, LLC | 14 | $237 | 0.00% | +14 | New |
| Sterling Capital Management LLC | 29 | $489 | 0.00% | −149−83.7% | Reduced |
| Rothschild Investment LLC | 31 | $523 | 0.00% | +31 | New |
| Essential Partners LLC | 40 | $675 | 0.00% | +40 | New |
| EverSource Wealth Advisors, LLC | 41 | $692 | 0.00% | +41 | New |
| Farther Finance Advisors, LLC | 45 | $760 | 0.00% | +45 | New |
| Covestor Ltd | 35 | $1.00K | 0.00% | +35 | New |
| SJS Investment Consulting Inc. | 64 | $1.08K | 0.00% | +64 | New |
| Zions Bancorporation, National Association | 88 | $1.49K | 0.00% | +88 | New |
| IFP Advisors, Inc | 99 | $1.67K | 0.00% | +99 | New |
| California State Teachers Retirement System | 108 | $1.82K | 0.00% | −325−75.1% | Reduced |
| Allworth Financial LP | 129 | $2.18K | 0.00% | +129 | New |
| Jones Financial Companies LLLP | 243 | $3.87K | 0.00% | +125+105.9% | Added |
| Royal Bank of Canada | 242 | $4.00K | 0.00% | −931−79.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 453 | $7.64K | 0.00% | +453 | New |
| SRS Capital Advisors, Inc. | 514 | $8.67K | 0.00% | +514 | New |
| Ameritas Investment Partners, Inc. | 630 | $10.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 841 | $14.2K | 0.00% | −118−12.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,149 | $19.4K | 0.00% | +306+36.3% | Added |
| Barclays PLC | 1,359 | $22.9K | 0.00% | −2,075−60.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,619 | $44.2K | 0.00% | +2,619 | New |
| JPMorgan Chase & Co | 3,409 | $58.1K | 0.00% | +281+9.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,787 | $63.9K | 0.00% | +158+4.4% | Added |
| UBS Group AG | 3,830 | $64.6K | 0.00% | −40,697−91.4% | Reduced |
| Legal & General Group Plc | 3,939 | $66.4K | 0.00% | +3,299+515.5% | Added |
| New York State Common Retirement Fund | 4,300 | $72.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,557 | $76.9K | 0.00% | +2,062+82.6% | Added |
| Rhumbline Advisers | 5,359 | $90.4K | 0.00% | −156−2.8% | Reduced |
| Wells Fargo & Company | 7,500 | $126.5K | 0.00% | +4,635+161.8% | Added |
| Vanguard Fiduciary Trust Co | 7,738 | $130.5K | 0.00% | +3,360+76.7% | Added |
| Deutsche Bank AG | 8,240 | $139.0K | 0.00% | +4,384+113.7% | Added |
| Centiva Capital, LP | 10,017 | $169.0K | 0.01% | +10,017 | New |
| D. E. Shaw & Co., Inc. | 10,170 | $171.6K | 0.00% | +10,170 | New |
| Captrust Financial Advisors | 11,841 | $199.8K | 0.00% | +11,841 | New |
| Russell Investments Group, Ltd. | 11,971 | $201.9K | 0.00% | +11,391+1,964.0% | Added |
| XTX Topco Ltd | 12,159 | $205.1K | 0.00% | −19,091−61.1% | Reduced |
| Engineers Gate Manager LP | 16,103 | $271.7K | 0.00% | +16,103 | New |
| Bank of New York Mellon Corp | 17,024 | $287.2K | 0.00% | +17,024 | New |
| Jane Street Group, LLC | 17,085 | $288.2K | 0.00% | −230,718−93.1% | Reduced |
| Cornerstone Investment Partners, LLC | 17,961 | $303.0K | 0.01% | +17,961 | New |
| Qube Research & Technologies Ltd | 18,309 | $308.9K | 0.00% | +18,309 | New |
| Charles Schwab Investment Management Inc | 19,743 | $333.1K | 0.00% | +2,959+17.6% | Added |
| Bank of America Corp | 21,700 | $366.1K | 0.00% | −36,995−63.0% | Reduced |
| AQR Capital Management LLC | 21,992 | $371.0K | 0.00% | +21,992 | New |
| Creative Planning | 22,905 | $386.4K | 0.00% | +22,905 | New |
| Parsons Capital Management Inc | 25,000 | $421.8K | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 27,634 | $466.2K | 0.00% | +4,901+21.6% | Added |
| State of Wyoming | 31,988 | $539.6K | 0.05% | +9,253+40.7% | Added |
| Sidoxia Capital Management, LLC | 38,319 | $646.4K | 0.47% | +589+1.6% | Added |
| Marshall Wace, LLP | 40,872 | $689.5K | 0.00% | −147,579−78.3% | Reduced |
| SEI Investments Co | 45,017 | $759.4K | 0.00% | −62,473−58.1% | Reduced |
| STRS Ohio | 46,500 | $784.5K | 0.00% | +45,200+3,476.9% | Added |
| Tudor Investment Corp Et Al | 49,149 | $829.1K | 0.00% | +49,149 | New |
| Northern Trust Corp | 49,227 | $830.5K | 0.00% | +10,176+26.1% | Added |
| Balyasny Asset Management LLC | 51,638 | $871.1K | 0.00% | +51,638 | New |
| HRT Financial LP | 53,275 | $898.0K | 0.00% | +53,275 | New |
| Vanguard Portfolio Management LLC | 56,768 | $957.7K | 0.00% | +11,533+25.5% | Added |
| Legato Capital Management LLC | 61,866 | $1.04M | 0.09% | +1,936+3.2% | Added |
| Trexquant Investment LP | 63,379 | $1.07M | 0.01% | +63,379 | New |
| Federated Hermes, Inc. | 65,000 | $1.10M | 0.00% | −80,000−55.2% | Reduced |
| BNP Paribas Arbitrage, SA | 67,900 | $1.15M | 0.00% | +56,235+482.1% | Added |
| Boston Partners | 67,998 | $1.15M | 0.00% | +13,000+23.6% | Added |
| Renaissance Technologies LLC | 71,878 | $1.21M | 0.00% | −95,740−57.1% | Reduced |
| Alden Global Capital LLC | 98,005 | $1.65M | 0.61% | 00.0% | Unchanged |
| Atom Investors LP | 98,058 | $1.65M | 0.15% | −62,138−38.8% | Reduced |
| Victory Capital Management Inc | 104,478 | $1.76M | 0.00% | −4,880−4.5% | Reduced |
| Geode Capital Management, LLC | 109,160 | $1.84M | 0.00% | +14,782+15.7% | Added |
| Ionic Capital Management LLC | 116,077 | $1.96M | 1.84% | +37,022+46.8% | Added |
| Two Sigma Investments, LP | 121,216 | $2.04M | 0.00% | −77,213−38.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 139,911 | $2.36M | 0.01% | +139,911 | New |
| Nuveen, LLC | 145,082 | $2.45M | 0.00% | +95,860+194.8% | Added |
| State Street Corp | 150,003 | $2.53M | 0.00% | +94,820+171.8% | Added |
| Citadel Advisors LLC | 172,700 | $2.91M | 0.00% | +58,952+51.8% | Added |
| FJ Capital Management LLC | 223,788 | $3.78M | 0.49% | −458,652−67.2% | Reduced |
| Essex Investment Management Co LLC | 268,704 | $4.53M | 0.59% | −19,407−6.7% | Reduced |
| BlackRock, Inc. | 457,881 | $7.72M | 0.00% | +183,171+66.7% | Added |
| Whetstone Capital Advisors, LLC | 541,544 | $9.14M | 2.42% | +130,191+31.6% | Added |
| Jennison Associates LLC | 568,680 | $9.59M | 0.01% | −6,237−1.1% | Reduced |
| Goldman Sachs Group Inc | 571,335 | $9.64M | 0.00% | −32,938−5.5% | Reduced |
| American Century Companies Inc | 602,830 | $10.2M | 0.00% | +602,830 | New |
| Jupiter Topco LLC | 728,237 | $12.3M | 0.01% | +728,237 | 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 |