XZO · Exzeo Group, Inc. · Shareholders & Ownership

$16.48 -0.09 (-0.54%) At close · Oct 21

Russell 2000 member Rebalance outlook locked

Market Cap

$1.50B

90.09M

Volume · Oct 21 306.52K Avg daily vol (3M) 271.43K

Every disclosed holder of XZO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns XZO

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	87	6,412,937	7.12%	Yes
Insiders (Forms 3, 4, 5)	9	78,437,883	87.07%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	5,235,098	5.81%	Rest
Registered funds (N-PORT, not summed)	84	2,587,408	2.87%	No

Shares outstanding: 90,085,918, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of XZO

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	HCI Group, Inc. 13G CIK 1400810 · Holding company · Dec 31, 2025 Rule 13d-1(d), exempt investor, not summed	75,000,000	83.25%	—	Dec 31, 2025	Rule 13d-1(d), exempt investor, not summed
1.1	HCI Group, Inc. Insider CIK 1400810 · Nov 4, 2025 10% Owner, issuer-wide	75,000,000	83.25%	—	Nov 4, 2025	10% Owner, issuer-wide
2	Patel Paresh Insider CIK 1439934 · May 27, 2026 Director, Chief Executive Officer, issuer-wide	1,672,013	1.86%	+2,000	May 27, 2026	Director, Chief Executive Officer, issuer-wide
2.1	Paresh Patel 13G CIK 1439934 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor, not summed	6,572,013	7.30%	—	Dec 31, 2025	Rule 13d-1(d), exempt investor, not summed
3	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	728,237	0.81%	+24,933	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Mitchell Kevin Andrew Insider CIK 2094896 · Dec 18, 2025 Director, President, issuer-wide	715,135	0.79%	+12,510	Dec 18, 2025	Director, President, issuer-wide
5	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	602,830	0.67%	+602,830	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Janus Henderson Venture Fund Fund S000010488 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	599,318	0.67%	+20,696	Jun 30, 2026	Janus Investment Fund, not summed
7	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	571,335	0.63%	-32,938	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	220,928	0.25%	-9,355	May 31, 2026	Goldman Sachs Trust, not summed
7.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	21,175	0.02%	—	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
7.3	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	926	0.00%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
8	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	568,680	0.63%	-6,237	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Whetstone Capital Advisors, LLC 13F CIK 1607278 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	541,544	0.60%	+130,191	Jun 30, 2026	carried, not yet filed for the newest quarter
10	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	457,881	0.51%	+183,171	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	214,394	0.24%	+94,263	Jun 30, 2026	iShares Trust, not summed
10.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	77,229	0.09%	+55,821	Jun 30, 2026	iShares Trust, not summed
10.3	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	13,047	0.01%	—	Jun 30, 2026	Quantitative Master Series LLC, not summed
10.4	iShares Morningstar Small-Cap Growth ETF Fund S000004434 · Registered fund · Jul 31, 2026 iShares Trust, not summed	4,795	0.01%	—	Jul 31, 2026	iShares Trust, not summed
10.5	iShares Russell Small/Mid-Cap Index Fund Fund S000050373 · Registered fund · Jul 31, 2026 BlackRock Funds, not summed	1,652	0.00%	-862	Jul 31, 2026	BlackRock Funds, not summed
11	Bulku Suela Insider CIK 2093975 · Dec 18, 2025 Chief Financial Officer, issuer-wide	314,874	0.35%	+6,124	Dec 18, 2025	Chief Financial Officer, issuer-wide
12	ESSEX INVESTMENT MANAGEMENT CO LLC 13F CIK 201772 · Registered investment adviser · Sep 30, 2026	256,229	0.28%	-12,475	Sep 30, 2026
13	Baker Brook Armstrong Insider CIK 2094018 · Dec 18, 2025 General Counsel, issuer-wide	249,026	0.28%	+6,124	Dec 18, 2025	General Counsel, issuer-wide
14	PGIM Jennison Small Company Fund Fund S000004629 · Registered fund · Jun 30, 2026 Prudential Jennison Small Co Fund, Inc., not summed	235,628	0.26%	-15,307	Jun 30, 2026	Prudential Jennison Small Co Fund, Inc., not summed
15	FJ Capital Management LLC 13F CIK 1599170 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	223,788	0.25%	-458,652	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	211,494	0.23%	—	May 31, 2026	American Century ETF Trust, not summed
17	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	172,700	0.19%	+58,952	Jun 30, 2026	carried, not yet filed for the newest quarter
18	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	150,003	0.17%	+94,820	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,900	0.00%	+1,200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
18.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	198	0.00%	—	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
19	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	145,082	0.16%	+95,860	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	136,770	0.15%	+109,620	Jun 30, 2026	College Retirement Equities Fund, not summed
19.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	8,312	0.01%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
20	Macchiarola James J Insider CIK 1590623 · Mar 23, 2026 Director, issuer-wide	140,000	0.16%	+4,000	Mar 23, 2026	Director, issuer-wide
21	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	139,911	0.16%	+139,911	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Lopes Robert A. Jr. Insider CIK 2057161 · Mar 9, 2026 Director, issuer-wide	127,335	0.14%	+2,500	Mar 9, 2026	Director, issuer-wide
23	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	121,216	0.13%	-77,213	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Ionic Capital Management LLC 13F CIK 1386462 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	116,077	0.13%	+37,022	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Spencer Loreen M Insider CIK 1774105 · Nov 6, 2025 Director, issuer-wide	110,000	0.12%	+4,000	Nov 6, 2025	Director, issuer-wide
26	Hurst Irene Insider CIK 2094889 · Nov 6, 2025 Director, issuer-wide	109,500	0.12%	+2,000	Nov 6, 2025	Director, issuer-wide
27	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	109,160	0.12%	+14,782	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	104,478	0.12%	-4,880	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Victory RS Small Cap Growth Fund Fund S000053581 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	104,478	0.12%	-4,880	Jun 30, 2026	Victory Portfolios, not summed
29	Atom Investors LP 13F CIK 1738902 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	98,058	0.11%	-62,138	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Alden Global Capital LLC 13F CIK 1616882 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	98,005	0.11%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
31	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	71,878	0.08%	-95,740	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	67,998	0.08%	+13,000	Jun 30, 2026	carried, not yet filed for the newest quarter
33	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	67,900	0.08%	+56,235	Jun 30, 2026	carried, not yet filed for the newest quarter
34	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	65,000	0.07%	-80,000	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	63,379	0.07%	+63,379	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Legato Capital Management LLC 13F CIK 1442641 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	61,866	0.07%	+1,936	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	56,768	0.06%	+11,533	Jun 30, 2026	carried, not yet filed for the newest quarter
38	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	53,275	0.06%	+53,275	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	51,638	0.06%	+51,638	Jun 30, 2026	carried, not yet filed for the newest quarter
40	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	49,227	0.05%	+10,176	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,108	0.00%	—	Jul 31, 2026	FlexShares Trust, not summed
40.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,219	0.00%	-1,150	Jun 30, 2026	Northern Funds, not summed
41	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	49,149	0.05%	+49,149	Jun 30, 2026	carried, not yet filed for the newest quarter
42	STRS OHIO 13F CIK 820478 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	46,500	0.05%	+45,200	Jun 30, 2026	carried, not yet filed for the newest quarter
43	1290 Essex Small Cap Growth Fund Fund S000076802 · Registered fund · Jul 31, 2026 1290 Funds, not summed	46,440	0.05%	0	Jul 31, 2026	1290 Funds, not summed
44	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	45,017	0.05%	-62,473	Jun 30, 2026	carried, not yet filed for the newest quarter
45	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	40,872	0.05%	-147,579	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	39,434	0.04%	—	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	Sidoxia Capital Management, LLC 13F CIK 2132534 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	38,319	0.04%	+589	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Avantis U.S. Small Cap Equity ETF Fund S000074835 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	35,675	0.04%	—	May 31, 2026	American Century ETF Trust, not summed
49	Penn Series Small Cap Value Fund Fund S000006736 · Registered fund · Jun 30, 2026 Penn Series Funds Inc, not summed	33,414	0.04%	-10,675	Jun 30, 2026	Penn Series Funds Inc, not summed
50	State of Wyoming 13F CIK 1821626 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	31,988	0.04%	+9,253	Jun 30, 2026	carried, not yet filed for the newest quarter

2 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 154 holders

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Key facts CIK 1873951 CUSIP 30234F101 13F (30d) 9 filings 9 filers Visit website Investor relations