Exzeo Group, Inc. 13F holders
85 funds reported a position in Exzeo Group, Inc. in their 13F for the quarter ended 30 June 2026, together 6.4 million shares worth $108.3 million. Against the quarter before, 31 opened a position, 27 added, 22 trimmed and 11 sold out; together they sold a net 849,936 shares. The largest holders: Jupiter Topco LLC, American Century Companies Inc. and Goldman Sachs Group Inc.
Funds holding85+20 on Q1 2026
Shares they held6.4Mworth $108.3 million
Net sold on the quarter849,936 sharesabout $14.3 million at the funds' values
Funds buying to selling58 to 33opened or added, to cut or sold
Opened 31Added 27Held 4Trimmed 22Sold out 11
What each fund did in XZO against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in XZO in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 15 reported a position in Exzeo Group, Inc.: 3 opened one, 5 added, 5 trimmed and 1 sold out, a net 41,903 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| State of Wyoming | -23,190 | 8,798 | trimmed | 13F |
| Parsons Capital Management Inc. | -12,500 | 12,500 | trimmed | 13F |
| Essex Investment Management Co. LLC | -12,475 | 256,229 | trimmed | 13F |
| State of Alaska, Department of Revenue | +3,927 | 3,927 | new | 13F |
| Sidoxia Capital Management, LLC | +1,960 | 40,279 | added | 13F |
| Sterling Capital Management LLC | +390 | 419 | added | 13F |
| IFP Advisors, Inc | -92 | 7 | trimmed | 13F |
| Physician Wealth Advisors, Inc. | +33 | 33 | new | 13F |
| Parkside Financial Bank & Trust | +30 | 30 | new | 13F |
| Farther Finance Advisors, LLC | +9 | 54 | added | 13F |
| SJS Investment Consulting Inc. | +8 | 72 | added | 13F |
| Essential Partners LLC | -8 | 32 | trimmed | 13F |
| Caitong International Asset Management Co., Ltd | +6 | 14 | added | 13F |
| Wealth Enhancement Trust Services, Inc. | -1 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 5 reported a position in Exzeo Group, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Citadel Advisors, 172,700 shares worth $2.9 million, 0.0% of its reported book. In the quarter, 2 funds added or opened a position and 3 trimmed or sold out; together they sold a net 99,337 shares, about $1.7 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Citadel Advisors | 172,700 | $2.9 million | 0.0% | +58,952 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 121,216 | $2.0 million | 0.0% | -77,213 | trimmed | 30 June 2026 | 13F |
| Geode Capital Management | 109,160 | $1.8 million | 0.0% | +14,782 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 71,878 | $1.2 million | 0.0% | -95,740 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 841 | $14,188 | 0.0% | -118 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Jupiter Topco LLC | 728,237 | 11.34% | $12.3 million | 0.01% | first 13F | 13F |
| American Century Companies Inc. | 602,830 | 9.39% | $10.2 million | 0.01% | new | 13F |
| Goldman Sachs Group Inc. | 571,335 | 8.90% | $9.6 million | 0.00% | -32,938 | 13F |
| Jennison Associates LLC | 568,680 | 8.86% | $9.6 million | 0.01% | -6,237 | 13F |
| Whetstone Capital Advisors, LLC | 541,544 | 8.43% | $9.1 million | 2.42% | +130,191 | 13F |
| BlackRock, Inc. | 457,881 | 7.13% | $7.7 million | 0.00% | +183,171 | 13F |
| Essex Investment Management Co. LLC | 268,704 | 4.18% | $4.5 million | 0.59% | -19,407 | 13F |
| FJ Capital Management LLC | 223,788 | 3.48% | $3.8 million | 0.49% | -458,652 | 13F |
| Citadel Advisors LLC | 172,700 | 2.69% | $2.9 million | 0.00% | +58,952 | 13F |
| State Street Corp. | 150,003 | 2.34% | $2.5 million | 0.00% | +94,820 | 13F |
| Nuveen, LLC | 145,082 | 2.26% | $2.4 million | 0.00% | +95,860 | 13F |
| Jacobs Levy Equity Management, Inc. | 139,911 | 2.18% | $2.4 million | 0.01% | new | 13F |
| Two Sigma Investments, LP | 121,216 | 1.89% | $2.0 million | 0.00% | -77,213 | 13F |
| Ionic Capital Management LLC | 116,077 | 1.81% | $2.0 million | 2.02% | +37,022 | 13F |
| Geode Capital Management, LLC | 109,160 | 1.70% | $1.8 million | 0.00% | +14,782 | 13F |
| Victory Capital Management Inc. | 104,478 | 1.63% | $1.8 million | 0.00% | -4,880 | 13F |
| Atom Investors LP | 98,058 | 1.53% | $1.7 million | 0.15% | -62,138 | 13F |
| Alden Global Capital LLC | 98,005 | 1.53% | $1.7 million | 0.61% | no change | 13F |
| Renaissance Technologies LLC | 71,878 | 1.12% | $1.2 million | 0.00% | -95,740 | 13F |
| Boston Partners | 67,998 | 1.06% | $1.1 million | 0.00% | +13,000 | 13F |
| BNP Paribas Financial Markets | 67,900 | 1.06% | $1.1 million | 0.00% | +56,235 | 13F |
| Federated Hermes, Inc. | 65,000 | 1.01% | $1.1 million | 0.00% | -80,000 | 13F |
| Trexquant Investment LP | 63,379 | 0.99% | $1.1 million | 0.01% | new | 13F |
| Legato Capital Management LLC | 61,866 | 0.96% | $1.0 million | 0.09% | +1,936 | 13F |
| Vanguard Portfolio Management LLC | 56,768 | 0.88% | $957,676 | 0.00% | +11,533 | 13F |
| HRT Financial LP | 53,275 | 0.83% | $898,000 | 0.00% | new | 13F |
| Balyasny Asset Management L.P. | 51,638 | 0.80% | $871,133 | 0.00% | new | 13F |
| Northern Trust Corp. | 49,227 | 0.77% | $830,459 | 0.00% | +10,176 | 13F |
| Tudor Investment Corp. Et Al | 49,149 | 0.77% | $829,144 | 0.00% | new | 13F |
| Strs Ohio | 46,500 | 0.72% | $784,455 | 0.00% | +45,200 | 13F |
| Sei Investments Co. | 45,017 | 0.70% | $759,437 | 0.00% | -62,473 | 13F |
| Marshall Wace, LLP | 40,872 | 0.64% | $689,510 | 0.00% | -147,579 | 13F |
| Sidoxia Capital Management, LLC | 38,319 | 0.60% | $646,442 | 0.47% | +589 | 13F |
| State of Wyoming | 31,988 | 0.50% | $539,638 | 0.06% | +9,253 | 13F |
| Morgan Stanley | 27,634 | 0.43% | $466,185 | 0.00% | +4,901 | 13F |
| Parsons Capital Management Inc. | 25,000 | 0.39% | $421,750 | 0.02% | no change | 13F |
| Creative Planning | 22,905 | 0.36% | $386,407 | 0.00% | new | 13F |
| AQR Capital Management LLC | 21,992 | 0.34% | $371,006 | 0.00% | new | 13F |
| Bank of America Corp. | 21,700 | 0.34% | $366,079 | 0.00% | -36,995 | 13F |
| Charles Schwab Investment Management Inc. | 19,743 | 0.31% | $333,064 | 0.00% | +2,959 | 13F |
| Qube Research & Technologies Ltd | 18,309 | 0.29% | $308,873 | 0.00% | new | 13F |
| Cornerstone Investment Partners, LLC | 17,961 | 0.28% | $303,002 | 0.01% | new | 13F |
| Jane Street Group, LLC | 17,085 | 0.27% | $288,224 | 0.00% | -230,718 | 13F |
| Bank of New York Mellon Corp | 17,024 | 0.27% | $287,195 | 0.00% | new | 13F |
| Engineers Gate Manager LP | 16,103 | 0.25% | $271,658 | 0.00% | new | 13F |
| XTX Topco Ltd | 12,159 | 0.19% | $205,122 | 0.00% | -19,091 | 13F |
| Russell Investments Group, Ltd. | 11,971 | 0.19% | $201,949 | 0.00% | +11,391 | 13F |
| Captrust Financial Advisors | 11,841 | 0.18% | $199,758 | 0.00% | new | 13F |
| D. E. Shaw & Co., Inc. | 10,170 | 0.16% | $171,568 | 0.00% | new | 13F |
| Centiva Capital, LP | 10,017 | 0.16% | $168,987 | 0.01% | new | 13F |
The 50 largest of the 85 funds that reported a position in XZO in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 13 February 2026 | 13G | Paresh Patel and 1 other | 6.6 million | 6.9% | 31 December 2025 | passive, other (13d-1(d)) | EDGAR |
| 13 February 2026 | 13G | HCI Group, Inc. and 1 other | 75.0 million | 82.6% | 31 December 2025 | passive, other (13d-1(d)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 29 September 2026 | 12 | $15.09 | SEC |
| 25 September 2026 | 9,842 | $15.65 | SEC |
| 24 September 2026 | 613 | $15.31 | SEC |
| 23 September 2026 | 26 | $16.53 | SEC |
| 22 September 2026 | 66,358 | $16.75 | SEC |
| 21 September 2026 | 205,288 | $16.56 | SEC |
| 18 September 2026 | 5,630 | $16.59 | SEC |
| 17 September 2026 | 807 | $16.42 | SEC |
| 16 September 2026 | 27,248 | $16.65 | SEC |
| 9 September 2026 | 5,701 | $16.13 | SEC |
| 31 August 2026 | 16,801 | $16.89 | SEC |
| 28 August 2026 | 5,039 | $16.55 | SEC |
| 27 August 2026 | 4 | $16.66 | SEC |
| 26 August 2026 | 3,700 | $17.13 | SEC |
| 20 August 2026 | 2,414 | $16.07 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.