Exzeo Group, Inc. - XZO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jupiter Topco LLC | History | New | 728,237 | 12,285 | 0.01% | — | 1 | +728,237 | New | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 703,304 | 10,317 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 602,830 | 10,169 | 0.0% | — | 3 | +602,830 | New | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 571,335 | 9,638 | 0.0% | 0.0% | 4 | -32,938 | -5.45% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 568,680 | 9,593 | 0.01% | 0.01% | 5 | -6,237 | -1.08% | Q2 2026 | Aug 03, 2026 |
| Whetstone Capital Advisors, LLC | History | Added to | 541,544 | 9,135 | 2.4% | 2.09% | 6 | +130,191 | 31.65% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 457,881 | 7,724 | 0.0% | 0.0% | 7 | +183,171 | 66.68% | Q2 2026 | Aug 07, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 268,704 | 4,533 | 0.59% | 0.67% | 8 | -19,407 | -6.74% | Q2 2026 | Aug 06, 2026 |
| FJ Capital Management LLC | History | Reduced | 223,788 | 3,775 | 0.49% | 1.13% | 9 | -458,652 | -67.21% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 172,700 | 2,913 | 0.0% | 0.0% | 10 | +58,952 | 51.83% | Q2 2026 | Sep 02, 2026 |
| STATE STREET CORP | History | Added to | 150,003 | 2,530 | 0.0% | 0.0% | 11 | +94,820 | 171.83% | Q2 2026 | Sep 22, 2026 |
| Nuveen, LLC | History | Added to | 145,082 | 2,447 | 0.0% | 0.0% | 12 | +95,860 | 194.75% | Q2 2026 | Aug 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 139,911 | 2,360 | 0.01% | — | 13 | +139,911 | New | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 121,216 | 2,044 | 0.0% | 0.0% | 14 | -77,213 | -38.91% | Q2 2026 | Aug 14, 2026 |
| Ionic Capital Management LLC | History | Added to | 116,077 | 1,958 | 0.28% | 0.08% | 15 | +37,022 | 46.83% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 109,160 | 1,841 | 0.0% | 0.0% | 16 | +14,782 | 15.66% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 104,478 | 1,762 | 0.0% | 0.0% | 17 | -4,880 | -4.46% | Q2 2026 | Aug 07, 2026 |
| Atom Investors LP | History | Reduced | 98,058 | 1,654 | 0.15% | 0.17% | 18 | -62,138 | -38.79% | Q2 2026 | Aug 14, 2026 |
| Alden Global Capital LLC | History | No change | 98,005 | 1,653 | 0.61% | 0.81% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 71,878 | 1,212 | 0.0% | 0.0% | 20 | -95,740 | -57.12% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | Added to | 67,998 | 1,147 | 0.0% | 0.0% | 21 | +13,000 | 23.64% | Q2 2026 | Aug 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 67,900 | 1,145 | 0.0% | 0.0% | 22 | +56,235 | 482.08% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 65,000 | 1,096 | 0.0% | 0.0% | 23 | -80,000 | -55.17% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | New | 63,379 | 1,069 | 0.01% | — | 24 | +63,379 | New | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | Added to | 61,866 | 1,043 | 0.09% | 0.08% | 25 | +1,936 | 3.23% | Q2 2026 | Aug 06, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 56,768 | 957 | 0.0% | 0.0% | 26 | +11,533 | 25.5% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | New | 53,275 | 898 | 0.0% | — | 27 | +53,275 | New | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 51,638 | 871 | 0.0% | — | 28 | +51,638 | New | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 49,227 | 830 | 0.0% | 0.0% | 29 | +10,176 | 26.06% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 49,149 | 829 | 0.0% | — | 30 | +49,149 | New | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 46,500 | 784 | 0.0% | 0.0% | 31 | +45,200 | 3476.92% | Q2 2026 | Jul 30, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 45,017 | 759 | 0.0% | 0.0% | 32 | -62,473 | -58.12% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 40,872 | 689 | 0.0% | 0.0% | 33 | -147,579 | -78.31% | Q2 2026 | Aug 13, 2026 |
| Sidoxia Capital Management, LLC | History | Added to | 38,319 | 646 | 0.47% | 0.48% | 34 | +589 | 1.56% | Q2 2026 | Jul 24, 2026 |
| State of Wyoming | History | Added to | 31,988 | 539 | 0.05% | 0.04% | 35 | +9,253 | 40.7% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Added to | 27,634 | 466 | 0.0% | 0.0% | 36 | +4,901 | 21.56% | Q2 2026 | Aug 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 25,000 | 421 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | New | 22,905 | 386 | 0.0% | — | 38 | +22,905 | New | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 21,992 | 371 | 0.0% | — | 39 | +21,992 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 21,700 | 366 | 0.0% | 0.0% | 40 | -36,995 | -63.03% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 19,743 | 333 | 0.0% | 0.0% | 41 | +2,959 | 17.63% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 18,309 | 308 | 0.0% | — | 42 | +18,309 | New | Q2 2026 | Aug 14, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 17,961 | 303 | 0.01% | — | 43 | +17,961 | New | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,085 | 288 | 0.0% | 0.0% | 44 | -230,718 | -93.11% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | New | 17,024 | 287 | 0.0% | — | 45 | +17,024 | New | Q2 2026 | Aug 06, 2026 |
| Engineers Gate Manager LP | History | New | 16,103 | 271 | 0.0% | — | 46 | +16,103 | New | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Reduced | 12,159 | 205 | 0.0% | 0.01% | 47 | -19,091 | -61.09% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 11,971 | 201 | 0.0% | 0.0% | 48 | +11,391 | 1963.97% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 11,841 | 199 | 0.0% | — | 49 | +11,841 | New | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 10,170 | 171 | 0.0% | — | 50 | +10,170 | New | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | New | 10,017 | 168 | 0.0% | — | 51 | +10,017 | New | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 8,240 | 139 | 0.0% | 0.0% | 52 | +4,384 | 113.69% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 7,738 | 130 | 0.0% | 0.0% | 53 | +3,360 | 76.75% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,500 | 126 | 0.0% | 0.0% | 54 | +4,635 | 161.78% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 5,359 | 90 | 0.0% | 0.0% | 55 | -156 | -2.83% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Added to | 4,557 | 76 | 0.0% | 0.0% | 56 | +2,062 | 82.65% | Q2 2026 | Aug 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,300 | 72 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legal & General Group Plc | History | Added to | 3,939 | 66 | 0.0% | 0.0% | 58 | +3,299 | 515.47% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 3,830 | 64 | 0.0% | 0.0% | 59 | -40,697 | -91.4% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,787 | 63 | 0.0% | 0.0% | 60 | +158 | 4.35% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,409 | 58 | 0.0% | 0.0% | 61 | +281 | 8.98% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | New | 2,619 | 44 | 0.0% | — | 62 | +2,619 | New | Q2 2026 | Jul 23, 2026 |
| BARCLAYS PLC | History | Reduced | 1,359 | 22 | 0.0% | 0.0% | 63 | -2,075 | -60.43% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,149 | 19 | 0.0% | 0.0% | 64 | +306 | 36.3% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Reduced | 841 | 14 | 0.0% | 0.0% | 65 | -118 | -12.3% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 630 | 10 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 514 | 8 | 0.0% | — | 67 | +514 | New | Q2 2026 | Aug 10, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 453 | 7 | 0.0% | — | 68 | +453 | New | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 242 | 4 | 0.0% | 0.0% | 69 | -931 | -79.37% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 243 | 3 | 0.0% | 0.0% | 70 | +125 | 105.93% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | New | 129 | 2 | 0.0% | — | 71 | +129 | New | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 108 | 1 | 0.0% | 0.0% | 72 | -325 | -75.06% | Q2 2026 | Aug 24, 2026 |
| IFP Advisors, Inc | History | New | 99 | 1 | 0.0% | — | 74 | +99 | New | Q2 2026 | Jul 20, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 88 | 1 | 0.0% | — | 73 | +88 | New | Q2 2026 | Jul 31, 2026 |
| SJS Investment Consulting Inc. | History | New | 64 | 1 | 0.0% | — | 75 | +64 | New | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | New | 35 | 1 | 0.0% | — | 76 | +35 | New | Q2 2026 | Aug 07, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -529,752 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -214,426 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Portolan Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -209,885 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ophir Asset Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.33% | — | -192,277 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -100,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -46,196 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -22,895 | -100.0% | Q2 2026 | Aug 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,349 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,500 | -100.0% | Q2 2026 | Jul 28, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,918 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,173 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Reduced | 1 | 0 | — | 0.0% | — | -3,324 | -99.97% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 29 | 0 | — | 0.0% | — | -149 | -83.71% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q2 2026 | Jul 17, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 41 | 0 | — | — | — | +41 | New | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Aug 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 16, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |