Skip to main content
Equibles
XZO logo

XZO

Exzeo Group, Inc.
$18.69 +0.70 (+3.89%) At close · Jul 2
Market Cap
$1.70B
Shares
90,918,430

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.

Holders: 64
Total Value: $105,642,915
Total Shares: 7,201,292

Institutional Ownership Trend

2 quarters

Superinvestors Holding XZO

All superinvestors →
Joel Greenblatt $149,237

Holder Concentration

Across 64 13F filers · Δ vs Dec 31, 2025
Top Holder
9.8%
Dec 2025 → Mar 2026 · range 9.8% – 12.6%
−2.8 pts
Top 5
43.0%
Dec 2025 → Mar 2026 · range 43.0% – 43.9%
−1.0 pts
Top 10
62.9%
Dec 2025 → Mar 2026 · range 62.9% – 70.7%
−7.7 pts
HHI
521
Dec 2025 → Mar 2026 · range 521 – 601
Broadly held−80

Quarterly Activity

vs Dec 31, 2025
New
37
Increased
15
Decreased
12
Sold Out
16
Unchanged
0
Holder count: +21
Institutional value: -95.1%
Shares held: -91.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small FJ Capital Management LLC +444,584 682,440
Small Whetstone Capital Advisors, LLC +226,600 411,353
Mega JANE STREET GROUP, LLC +198,849 247,803
Mega TWO SIGMA INVESTMENTS, LP +186,429 198,429
Mega GOLDMAN SACHS GROUP INC +86,707 604,273

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small Ophir Asset Management Pty Ltd −793,568 192,277
Mega CITADEL ADVISORS LLC −326,252 113,748
Mid Portolan Capital Management, LLC −195,129 209,885
Mid SEVEN GRAND MANAGERS, LLC −50,000 100,000
Large SEI INVESTMENTS CO −48,731 107,490

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega BlackRock, Inc. 274,710 $4,029,993
Large Holocene Advisors, LP 214,426 $3,145,629
Large RENAISSANCE TECHNOLOGIES LLC 167,618 $2,458,956
Mega GEODE CAPITAL MANAGEMENT, LLC 94,378 $1,384,524
Mega STATE STREET CORP 55,183 $809,534

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
— HCI Group, Inc. 75,000,000 $1,818,750,000
— Paresh Patel 6,572,013 $159,371,315
Small Philadelphia Financial Management of San Francisco, LLC 710,000 $17,217,500
Mid Hood River Capital Management LLC 442,568 $10,732,274
Mega MILLENNIUM MANAGEMENT LLC 156,641 $3,798,544
Filter: New 37 Increased 15 Reduced 12 Sold out 16 Unchanged 0
Showing 64 of 64
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega JANUS HENDERSON GROUP PLC $10,317,468 9.77% 703,304
Small FJ Capital Management LLC $10,011,394 9.48% 682,440
Mega GOLDMAN SACHS GROUP INC $8,864,684 8.39% 604,273
Mega JENNISON ASSOCIATES LLC $8,434,031 7.98% 574,917
Large Driehaus Capital Management LLC $7,771,461 7.36% 529,752
Small Whetstone Capital Advisors, LLC $6,034,548 5.71% 411,353
Small ESSEX INVESTMENT MANAGEMENT CO LLC $4,226,588 4.00% 288,111
Mega BlackRock, Inc. $4,029,993 3.81% 274,710
Mega JANE STREET GROUP, LLC $3,635,269 3.44% 247,803
Large Holocene Advisors, LP $3,145,629 2.98% 214,426
Mid Portolan Capital Management, LLC $3,079,012 2.91% 209,885
Mega TWO SIGMA INVESTMENTS, LP $2,910,953 2.76% 198,429
Small Ophir Asset Management Pty Ltd $2,820,703 2.67% 192,277
Large MARSHALL WACE, LLP $2,764,575 2.62% 188,451
Large RENAISSANCE TECHNOLOGIES LLC $2,458,956 2.33% 167,618
Mid Atom Investors LP $2,350,075 2.22% 160,196
Large FEDERATED HERMES, INC. $2,127,150 2.01% 145,000
Mega CITADEL ADVISORS LLC $1,668,682 1.58% 113,748
Mega VICTORY CAPITAL MANAGEMENT INC $1,604,281 1.52% 109,358
Large SEI INVESTMENTS CO $1,576,878 1.49% 107,490
Mid SEVEN GRAND MANAGERS, LLC $1,467,000 1.39% 100,000
Small Alden Global Capital LLC $1,437,733 1.36% 98,005
Mega GEODE CAPITAL MANAGEMENT, LLC $1,384,524 1.31% 94,378
Small Ionic Capital Management LLC $1,159,736 1.10% 79,055
Mid Legato Capital Management LLC $879,173 0.83% 59,930
Mega BANK OF AMERICA CORP /DE/ Bank $861,055 0.82% 58,695
Mega STATE STREET CORP $809,534 0.77% 55,183
Large Boston Partners $806,820 0.76% 54,998
Mega Nuveen, LLC $722,086 0.68% 49,222
Mid Y-Intercept (Hong Kong) Ltd $677,695 0.64% 46,196
Mega UBS Group AG $653,211 0.62% 44,527
Mega NORTHERN TRUST CORP Bank $572,877 0.54% 39,051
Micro Sidoxia Capital Management, LLC $553,499 0.52% 37,730
Mid XTX Topco Ltd $458,437 0.43% 31,250
Mid PARSONS CAPITAL MANAGEMENT INC/RI $366,750 0.35% 25,000
Mid Quadrature Capital Ltd $335,869 0.32% 22,895
Small State of Wyoming $333,522 0.32% 22,735
Mega MORGAN STANLEY $333,491 0.32% 22,733
Large ACADIAN ASSET MANAGEMENT LLC $313,189 0.30% 21,349
Large TRUIST FINANCIAL CORP $256,725 0.24% 17,500
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $246,221 0.23% 16,784
Small WEALTHEDGE INVESTMENT ADVISORS, LLC $218,847 0.21% 14,918
Mega BNP PARIBAS ARBITRAGE, SA $171,125 0.16% 11,665
Large Gotham Asset Management, LLC $149,237 0.14% 10,173
Mega RHUMBLINE ADVISERS $80,905 0.08% 5,515
Mega VANGUARD FIDUCIARY TRUST CO Bank $64,225 0.06% 4,378
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $63,081 0.06% 4,300
Mega DEUTSCHE BANK AG\ Bank $56,567 0.05% 3,856
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $53,237 0.05% 3,629
Mega BARCLAYS PLC $50,376 0.05% 3,434
Mid Quantbot Technologies LP $48,777 0.05% 3,325
Mega JPMORGAN CHASE & CO $45,887 0.04% 3,128
Mega WELLS FARGO & COMPANY/MN $42,029 0.04% 2,865
Mega CITIGROUP INC $36,601 0.03% 2,495
Large STRS OHIO $19,071 0.02% 1,300
Mega ROYAL BANK OF CANADA Bank $17,207 0.02% 1,173
Mega FMR LLC $14,068 0.01% 959
Mid Tower Research Capital LLC (TRC) $12,366 0.01% 843
Mega Legal & General Group Plc $9,388 0.01% 640
Mid Ameritas Investment Partners, Inc. $9,242 0.01% 630
Large Russell Investments Group, Ltd. $8,508 0.01% 580
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $6,352 0.01% 433
Mid Sterling Capital Management LLC $2,611 0.00% 178
Large JONES FINANCIAL COMPANIES LLLP $1,731 0.00% 118
Key facts CIK 1873951 CUSIP 30234F101 Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)