XZO · Exzeo Group, Inc.

$17.46 +0.59 (+3.50%) At close · Aug 24

Market Cap

$1.52B

90.09M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 84

Total Value: $107,286,148

Total Shares: 6,359,620

Institutional Ownership Trend

3 quarters

Holder Concentration

Across 84 13F filers · Δ vs Mar 31, 2026

Top Holder

11.5%

+1.0 pts

Top 5

47.4%

+4.5 pts

Top 10

67.4%

+5.7 pts

HHI

589

Broadly held+73

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +21

Institutional value: +11.8%

Shares held: -2.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+183,171	457,881
Small Whetstone Capital Advisors, LLC	+130,191	541,544
Mega Nuveen, LLC	+95,860	145,082
Mega STATE STREET CORP	+94,820	150,003
Mega CITADEL ADVISORS LLC	+58,952	172,700

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small FJ Capital Management LLC	−458,652	223,788
Mega JANE STREET GROUP, LLC	−230,718	17,085
Large MARSHALL WACE, LLP	−147,579	40,872
Large RENAISSANCE TECHNOLOGIES LLC	−95,740	71,878
Large FEDERATED HERMES, INC.	−80,000	65,000

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega Jupiter Topco LLC	728,237	$12,285,357
Mega AMERICAN CENTURY COMPANIES INC	602,830	$10,169,742
Large JACOBS LEVY EQUITY MANAGEMENT, INC	139,911	$2,360,298
Large Trexquant Investment LP	63,379	$1,069,203
Large HRT FINANCIAL LP	53,275	$898,749

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Driehaus Capital Management LLC	529,752	$7,771,461
Large Holocene Advisors, LP	214,426	$3,145,629
Mid Portolan Capital Management, LLC	209,885	$3,079,012
Mid Ophir Asset Management Pty Ltd	192,277	$2,820,703
Mid SEVEN GRAND MANAGERS, LLC	100,000	$1,467,000

Filter: New 34 Increased 25 Reduced 21 Sold out 13 Unchanged 4

Showing 84 of 84

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Jupiter Topco LLC

$12,285,357

11.45%

728,237

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS US LLC	711,303	$11,999,681	97.7%	Defined
Held directly	16,934	$285,676	2.3%	Defined

AMERICAN CENTURY COMPANIES INC

$10,169,742

9.48%

602,830

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	602,830	$10,169,742	100.0%	Defined

GOLDMAN SACHS GROUP INC

$9,638,421

8.98%

571,335

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	115,945	$1,955,992	20.3%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	455,390	$7,682,429	79.7%	Defined

JENNISON ASSOCIATES LLC

$9,593,631

8.94%

568,680

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Prudential Financial Inc	400,888	$6,762,980	70.5%	Defined
Prudential Trust Company	167,792	$2,830,651	29.5%	Other

Whetstone Capital Advisors, LLC

$9,135,847

8.52%

541,544

BlackRock, Inc.

$7,724,450

7.20%

457,881

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	2,332	$39,340	0.5%	Sole
BlackRock Investment Management, LLC	22,999	$387,993	5.0%	Sole
BLACKROCK ADVISORS LLC	16,266	$274,407	3.6%	Sole
BlackRock Fund Advisors	298,060	$5,028,272	65.1%	Sole
BlackRock Institutional Trust Company, N.A.	118,224	$1,994,438	25.8%	Sole

ESSEX INVESTMENT MANAGEMENT CO LLC

$4,533,036

4.23%

268,704

FJ Capital Management LLC

$3,775,303

3.52%

223,788

CITADEL ADVISORS LLC

$2,913,448

2.72%

172,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	10,888	$183,680	6.3%	Defined
Held directly	161,812	$2,729,768	93.7%	Defined

STATE STREET CORP

$2,530,550

2.36%

150,003

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	150,003	$2,530,550	100.0%	Defined

Nuveen, LLC

$2,447,532

2.28%

145,082

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TIAA CREF INVESTMENT MANAGEMENT LLC joint	136,770	$2,307,309	94.3%	Defined
TEACHERS ADVISORS, LLC joint	8,312	$140,223	5.7%	Defined

JACOBS LEVY EQUITY MANAGEMENT, INC

$2,360,298

2.20%

139,911

TWO SIGMA INVESTMENTS, LP

$2,044,913

1.91%

121,216

Ionic Capital Management LLC

$1,958,218

1.83%

116,077

GEODE CAPITAL MANAGEMENT, LLC

$1,841,529

1.72%

109,160

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	11,930	$201,259	10.9%	Defined
Held directly	97,230	$1,640,270	89.1%	Defined

VICTORY CAPITAL MANAGEMENT INC

$1,762,543

1.64%

104,478

Atom Investors LP

$1,654,238

1.54%

98,058

Alden Global Capital LLC

$1,653,344

1.54%

98,005

RENAISSANCE TECHNOLOGIES LLC

$1,212,581

1.13%

71,878

Boston Partners

$1,147,126

1.07%

67,998

BNP PARIBAS ARBITRAGE, SA

$1,145,473

1.07%

67,900

FEDERATED HERMES, INC.

$1,096,550

1.02%

65,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED EQUITY MANAGEMENT CO OF PENNSYLVANIA	41,000	$691,670	63.1%	Defined
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP	24,000	$404,880	36.9%	Defined

Trexquant Investment LP

$1,069,203

1.00%

63,379

VANGUARD PORTFOLIO MANAGEMENT LLC

$957,676

0.89%

56,768

HRT FINANCIAL LP

$898,749

0.84%

53,275

Balyasny Asset Management L.P.

$871,133

0.81%

51,638

NORTHERN TRUST CORP

$830,459

0.77%

49,227

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	48,159	$812,442	97.8%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	1,068	$18,017	2.2%	Other

TUDOR INVESTMENT CORP ET AL

$829,143

0.77%

49,149

STRS OHIO

$784,455

0.73%

46,500

SEI INVESTMENTS CO

$759,436

0.71%

45,017

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	45,017	$759,436	100.0%	Sole

MARSHALL WACE, LLP

$689,510

0.64%

40,872

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	40,872	$689,510	100.0%	Other

Sidoxia Capital Management, LLC

$646,441

0.60%

38,319

State of Wyoming

$539,637

0.50%

31,988

MORGAN STANLEY

$466,184

0.43%

27,634

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	91	$1,535	0.3%	Defined
MORGAN STANLEY & CO. LLC	2,303	$38,851	8.3%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	13,082	$220,693	47.3%	Defined
MORGAN STANLEY SMITH BARNEY LLC	5,469	$92,262	19.8%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	6,689	$112,843	24.2%	Defined

PARSONS CAPITAL MANAGEMENT INC/RI

$421,750

0.39%

25,000

Creative Planning

$386,407

0.36%

22,905

AQR CAPITAL MANAGEMENT LLC

$371,003

0.35%

21,992

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Arax Advisory Partners	415	$7,001	1.9%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	64	$1,079	0.3%	Other
Stokes Family Office, LLC	3	$50	0.0%	Other
Held directly	21,510	$362,873	97.8%	Defined

BANK OF AMERICA CORP /DE/

$366,079

0.34%

21,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	21,700	$366,079	100.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$333,064

0.31%

19,743

Qube Research & Technologies Ltd

$308,872

0.29%

18,309

Cornerstone Investment Partners, LLC

$303,002

0.28%

17,961

JANE STREET GROUP, LLC

$288,223

0.27%

17,085

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	17,085	$288,223	100.0%	Defined

Bank of New York Mellon Corp

$287,193

0.27%

17,024

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	5,316	$89,680	31.2%	Defined
The Bank of New York Mellon	11,708	$197,513	68.8%	Defined

Engineers Gate Manager LP

$271,657

0.25%

16,103

XTX Topco Ltd

$205,122

0.19%

12,159

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	12,159	$205,122	100.0%	Defined

Russell Investments Group, Ltd.

$201,948

0.19%

11,971

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC joint	7,502	$126,557	62.7%	Defined
Russell Investments Capital, LLC joint	1,019	$17,190	8.5%	Other
Russell Investments Trust Company joint	3,450	$58,201	28.8%	Other

CAPTRUST FINANCIAL ADVISORS

$199,757

0.19%

11,841

D. E. Shaw & Co., Inc.

$171,567

0.16%

10,170

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	10,170	$171,567	100.0%	Defined

Centiva Capital, LP

$168,986

0.16%

10,017

DEUTSCHE BANK AG\

$139,008

0.13%

8,240

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	221	$3,728	2.7%	Defined
DWS Investments UK Ltd	8,019	$135,280	97.3%	Defined

VANGUARD FIDUCIARY TRUST CO

$130,540

0.12%

7,738

WELLS FARGO & COMPANY/MN

$126,525

0.12%

7,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	7,500	$126,525	100.0%	Defined

RHUMBLINE ADVISERS

$90,406

0.08%

5,359

CITIGROUP INC

$76,876

0.07%

4,557

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	4,557	$76,876	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$72,541

0.07%

4,300

Legal & General Group Plc

$66,450

0.06%

3,939

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	640	$10,796	16.2%	Defined
Legal & General Investment Management Ltd	3,299	$55,654	83.8%	Defined

UBS Group AG

$64,612

0.06%

3,830

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	100	$1,687	2.6%	Defined
UBS AG	3,730	$62,925	97.4%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$63,886

0.06%

3,787

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	3,787	$63,886	100.0%	Defined

JPMORGAN CHASE & CO

$57,509

0.05%

3,409

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	3,409	$57,509	100.0%	Defined

Police & Firemen's Retirement System of New Jersey

$44,182

0.04%

2,619

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	2,619	$44,182	100.0%	Defined

BARCLAYS PLC

$22,925

0.02%

1,359

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	1,063	$17,932	78.2%	Defined
BARCLAYS CAPITAL INC.	296	$4,993	21.8%	Defined

Tower Research Capital LLC (TRC)

$19,383

0.02%

1,149

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,149	$19,383	100.0%	Defined

FMR LLC

$14,187

0.01%

841

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	841	$14,187	100.0%	Defined

Ameritas Investment Partners, Inc.

$10,628

0.01%

630

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	630	$10,628	100.0%	Other

Arax Advisory Partners

$8,671

0.01%

514

Aster Capital Management (DIFC) Ltd

$7,642

0.01%

453

JONES FINANCIAL COMPANIES LLLP

$4,099

0.00%

243

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	243	$4,099	100.0%	Sole

ROYAL BANK OF CANADA

$4,082

0.00%

242

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	242	$4,082	100.0%	Defined

Allworth Financial LP

$2,176

0.00%

129

IFP Advisors, Inc

$1,670

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

$1,484

0.00%

Integrated Wealth Concepts LLC

$1,180

0.00%

SJS Investment Consulting Inc.

$1,079

0.00%

Farther Finance Advisors, LLC

$759

0.00%

EverSource Wealth Advisors, LLC

$690

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	2	$33	4.8%	Sole
Held directly	39	$657	95.2%	Sole

Essential Partners LLC

$674

0.00%

ROTHSCHILD INVESTMENT LLC

$522

0.00%

Sterling Capital Management LLC

$489

0.00%

Clearstead Advisors, LLC

$236

0.00%

Caitong International Asset Management Co., Ltd

$134

0.00%

True Wealth Design, LLC

$84

0.00%

Wealth Enhancement Trust Services, Inc.

$16

0.00%

Quantbot Technologies LP

$16

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	1	$16	100.0%	Sole

Covestor Ltd

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	22,895	$335,869	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	21,349	$313,189	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	17,500	$256,725	100.0%	Defined

Key facts CIK 1873951 CUSIP 30234F101 13F (30d) 75 filings 75 filers Visit website Investor relations