Exzeo GroupXZO

13F holders, Q2 2026 (June 30)
85holders +20
31new positions
11sold out
5famous investors
$16.87avg. 13F price*

At the end of Q2 2026, 85 institutions reported holding Exzeo Group Inc. (XZO) in their 13F filings, up 20 from Q1 2026. 31 opened new positions and 11 sold out. The largest holders were Jupiter Topco LLC ($12.3M), American Century Companies Inc. ($10.2M) and Goldman Sachs Group Inc. ($9.6M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Exzeo Group Inc.
CUSIP
30234F101
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q4 2025: 41Q4 2025Q1 2026: 65Q1 2026Q2 2026: 85Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions31$18.7M
Exits11$20.2M

All 13F filers, Q1 2026 → Q2 2026: 1,911,271 shares bought and 2,761,207 shares sold, net −849,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 85 holders

Jupiter Topco LLC 0.01% — 728,237 $12.3M
American Century Companies Inc. 0.00% New 602,830 $10.2M
Goldman Sachs Group Inc. 0.00% Reduce -5.5% 571,335 $9.6M
Jennison Associates LLC 0.01% Reduce -1.1% 568,680 $9.6M
Whetstone Capital Advisors, LLC 2.42% Add +31.6% 541,544 $9.1M
BlackRock, Inc. 0.00% Add +66.7% 457,881 $7.7M
Essex Investment Management Co. LLC 0.59% Reduce -6.7% 268,704 $4.5M
FJ Capital Management LLC 0.49% Reduce -67.2% 223,788 $3.8M
Citadel Advisors 0.00% Add +51.8% 172,700 $2.9M
State Street Corp. 0.00% Add +171.8% 150,003 $2.5M
Nuveen, LLC 0.00% Add +194.8% 145,082 $2.4M
Jacobs Levy Equity Management, Inc. 0.01% New 139,911 $2.4M
Two Sigma Investments, LP 0.00% Reduce -38.9% 121,216 $2.0M
Ionic Capital Management LLC 2.11% Add +46.8% 116,077 $2.0M
Geode Capital Management, LLC 0.00% Add +15.7% 109,160 $1.8M
Victory Capital Management Inc. 0.00% Reduce -4.5% 104,478 $1.8M
Atom Investors LP 0.15% Reduce -38.8% 98,058 $1.7M
Alden Global Capital LLC 0.61% No change 98,005 $1.7M
Renaissance Technologies 0.00% Reduce -57.1% 71,878 $1.2M
Boston Partners 0.00% Add +23.6% 67,998 $1.1M
BNP Paribas Financial Markets 0.00% Add +482.1% 67,900 $1.1M
Federated Hermes, Inc. 0.00% Reduce -55.2% 65,000 $1.1M
Trexquant Investment LP 0.01% New 63,379 $1.1M
Legato Capital Management LLC 0.09% Add +3.2% 61,866 $1.0M
Vanguard Portfolio Management LLC 0.00% Add +25.5% 56,768 $958K
HRT Financial LP 0.00% New 53,275 $898K
Balyasny Asset Management L.P. 0.00% New 51,638 $871K
Northern Trust Corp. 0.00% Add +26.1% 49,227 $830K
Tudor Investment Corporation 0.00% New 49,149 $829K
STRS Ohio 0.00% Add +3476.9% 46,500 $784K
Sei Investments Co. 0.00% Reduce -58.1% 45,017 $759K
Marshall Wace, LLP 0.00% Reduce -78.3% 40,872 $690K
Sidoxia Capital Management, LLC 0.47% Add +1.6% 38,319 $646K
State of Wyoming 0.05% Add +40.7% 31,988 $540K
Morgan Stanley 0.00% Add +21.6% 27,634 $466K
Parsons Capital Management Inc. 0.02% No change 25,000 $422K
Creative Planning 0.00% New 22,905 $386K
AQR Capital Management 0.00% New 21,992 $371K
Bank of America Corp. 0.00% Reduce -63.0% 21,700 $366K
Charles Schwab Investment Management Inc. 0.00% Add +17.6% 19,743 $333K
Qube Research & Technologies Ltd 0.00% New 18,309 $309K
Cornerstone Investment Partners, LLC 0.01% New 17,961 $303K
Jane Street Group, LLC 0.00% Reduce -93.1% 17,085 $288K
Bank of New York Mellon Corp 0.00% New 17,024 $287K
Engineers Gate Manager LP 0.00% New 16,103 $272K
XTX Topco Ltd 0.00% Reduce -61.1% 12,159 $205K
Russell Investments Group, Ltd. 0.00% Add +1964.0% 11,971 $202K
Captrust Financial Advisors 0.00% New 11,841 $200K
D. E. Shaw & Co. 0.00% New 10,170 $172K
Centiva Capital, LP 0.01% New 10,017 $169K
Deutsche Bank AG 0.00% Add +113.7% 8,240 $139K
Vanguard Fiduciary Trust Co. 0.00% Add +76.8% 7,738 $131K
Wells Fargo & Company 0.00% Add +161.8% 7,500 $127K
Rhumbline Advisers 0.00% Reduce -2.8% 5,359 $90K
Citigroup Inc. 0.00% Add +82.7% 4,557 $77K
New York State Common Retirement Fund 0.00% No change 4,300 $73K
Legal & General Group Plc 0.00% Add +515.5% 3,939 $66K
UBS Group AG 0.00% Reduce -91.4% 3,830 $65K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.3% 3,787 $64K
JPMorgan Chase & Co. 0.00% Add +9.0% 3,409 $58K
Police & Firemen's Retirement System of New Jersey 0.00% New 2,619 $44K
Barclays PLC 0.00% Reduce -60.4% 1,359 $23K
Tower Research Capital LLC (TRC) 0.00% Add +36.3% 1,149 $19K
FMR LLC 0.00% Reduce -12.3% 841 $14K
Ameritas Investment Partners, Inc. 0.00% No change 630 $11K
Arax Advisory Partners 0.00% New 514 $9K
Aster Capital Management (DIFC) Ltd 0.00% New 453 $8K
Royal Bank of Canada 0.00% Reduce -79.4% 242 $4K
Jones Financial Companies LLLP 0.00% Add +105.9% 243 $4K
Allworth Financial LP 0.00% New 129 $2K
California State Teachers Retirement System 0.00% Reduce -75.1% 108 $2K
IFP Advisors, Inc 0.00% New 99 $2K
Zions Bancorporation, National Association 0.00% New 88 $1K
SJS Investment Consulting Inc. 0.00% New 64 $1K
Covestor Ltd 0.00% New 35 $1K
Farther Finance Advisors, LLC 0.00% New 45 $760
EverSource Wealth Advisors, LLC 0.00% New 41 $692
Essential Partners LLC 0.00% New 40 $675
Rothschild Investment LLC 0.00% New 31 $523
Sterling Capital Management LLC 0.00% Reduce -83.7% 29 $489
Clearstead Advisors, LLC 0.00% New 14 $237
Caitong International Asset Management Co., Ltd 0.00% New 8 $135
True Wealth Design, LLC 0.00% New 5 $85
Quantbot Technologies LP 0.00% Reduce -100.0% 1 $17
Wealth Enhancement Trust Services, Inc. 0.00% New 1 $17

"% of holder's portfolio" is XZO's weight in each manager's 13F, not the share of Exzeo Group Inc. the manager owns.