Exzeo Group, Inc. (XZO) — Institutional Holders, Q2 2026
86 institutional investment managers reported a XZO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $108.3M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
XZO in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- AMERICAN CENTURY COMPANIESNew · +602,830 sh+$10.2M
- BlackRockAdded · +183,171 sh+$3.1M
- JACOBS LEVY EQUITY MANAGEMENTNew · +139,911 sh+$2.4M
- Whetstone Capital AdvisorsAdded · +130,191 sh+$2.2M
- NuveenAdded · +95,860 sh+$1.6M
Biggest sellers
- DRIEHAUS CAPITAL MANAGEMENTSold out · -529,752 sh-$8.9M
- FJ Capital ManagementTrimmed · -458,652 sh-$7.7M
- JANE STREET GROUPTrimmed · -230,718 sh-$3.9M
- Holocene AdvisorsSold out · -214,426 sh-$3.6M
- Portolan Capital ManagementSold out · -209,885 sh-$3.5M
XZO 13F holders ranked 1–86 of 86
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Jupiter Topco#1 · 728,237 sh | 728,237 | $12.3M | <0.01% | — |
| 2 | AMERICAN CENTURY COMPANIES#2 · 602,830 sh | 602,830 | $10.2M | <0.01% | New |
| 3 | GOLDMAN SACHS GROUP#3 · 571,335 sh | 571,335 | $9.6M | <0.01% | -5.5% |
| 4 | JENNISON ASSOCIATES#4 · 568,680 sh | 568,680 | $9.6M | <0.01% | -1.1% |
| 5 | Whetstone Capital Advisors#5 · 541,544 sh | 541,544 | $9.1M | 2.40% | +31.6% |
| 6 | BlackRock#6 · 457,881 sh | 457,881 | $7.7M | <0.01% | +66.7% |
| 7 | ESSEX INVESTMENT MANAGEMENT#7 · 268,704 sh | 268,704 | $4.5M | — | -6.7% |
| 8 | FJ Capital Management#8 · 223,788 sh | 223,788 | $3.8M | 0.49% | -67.2% |
| 9 | CITADEL ADVISORS#9 · 172,700 sh | 172,700 | $2.9M | <0.01% | +51.8% |
| 10 | STATE STREET#10 · 150,003 sh | 150,003 | $2.5M | <0.01% | +171.8% |
| 11 | Nuveen#11 · 145,082 sh | 145,082 | $2.4M | <0.01% | +194.8% |
| 12 | JACOBS LEVY EQUITY MANAGEMENT#12 · 139,911 sh | 139,911 | $2.4M | <0.01% | New |
| 13 | TWO SIGMA INVESTMENTS#13 · 121,216 sh | 121,216 | $2.0M | <0.01% | -38.9% |
| 14 | Ionic Capital Management#14 · 116,077 sh | 116,077 | $2.0M | 0.28% | +46.8% |
| 15 | GEODE CAPITAL MANAGEMENT#15 · 109,160 sh | 109,160 | $1.8M | <0.01% | +15.7% |
| 16 | VICTORY CAPITAL MANAGEMENT#16 · 104,478 sh | 104,478 | $1.8M | <0.01% | -4.5% |
| 17 | Atom Investors#17 · 98,058 sh | 98,058 | $1.7M | 0.15% | -38.8% |
| 18 | Alden Global Capital#18 · 98,005 sh | 98,005 | $1.7M | 0.61% | 0.0% |
| 19 | RENAISSANCE TECHNOLOGIES#19 · 71,878 sh | 71,878 | $1.2M | <0.01% | -57.1% |
| 20 | Boston Partners#20 · 67,998 sh | 67,998 | $1.1M | <0.01% | +23.6% |
| 21 | BNP PARIBAS FINANCIAL MARKETS#21 · 67,900 sh | 67,900 | $1.1M | <0.01% | +482.1% |
| 22 | FEDERATED HERMES#22 · 65,000 sh | 65,000 | $1.1M | <0.01% | -55.2% |
| 23 | Trexquant Investment#23 · 63,379 sh | 63,379 | $1.1M | <0.01% | New |
| 24 | Legato Capital Management#24 · 61,866 sh | 61,866 | $1.0M | 0.09% | +3.2% |
| 25 | VANGUARD PORTFOLIO MANAGEMENT#25 · 56,768 sh | 56,768 | $957.7K | 0.00% | +25.5% |
| 26 | HRT FINANCIAL#26 · 53,275 sh | 53,275 | $898.0K | <0.01% | New |
| 27 | BALYASNY ASSET MANAGEMENT L.P.#27 · 51,638 sh | 51,638 | $871.1K | <0.01% | New |
| 28 | NORTHERN#28 · 49,227 sh | 49,227 | $830.5K | <0.01% | +26.1% |
| 29 | TUDOR INVESTMENT ET AL#29 · 49,149 sh | 49,149 | $829.1K | <0.01% | New |
| 30 | STRS OHIO#30 · 46,500 sh | 46,500 | $784.5K | <0.01% | +3476.9% |
| 31 | SEI INVESTMENTS#31 · 45,017 sh | 45,017 | $759.4K | <0.01% | -58.1% |
| 32 | MARSHALL WACE, LLP#32 · 40,872 sh | 40,872 | $689.5K | <0.01% | -78.3% |
| 33 | Sidoxia Capital Management#33 · 38,319 sh | 38,319 | $646.4K | 0.47% | +1.6% |
| 34 | State of Wyoming#34 · 31,988 sh | 31,988 | $539.6K | 0.05% | +40.7% |
| 35 | MORGAN STANLEY#35 · 27,634 sh | 27,634 | $466.2K | 0.00% | +21.6% |
| 36 | PARSONS CAPITAL MANAGEMENT#36 · 25,000 sh | 25,000 | $421.8K | 0.02% | 0.0% |
| 37 | Creative Planning#37 · 22,905 sh | 22,905 | $386.4K | <0.01% | New |
| 38 | AQR CAPITAL MANAGEMENT#38 · 21,992 sh | 21,992 | $371.0K | <0.01% | New |
| 39 | BANK OF AMERICA#39 · 21,700 sh | 21,700 | $366.1K | 0.00% | -63.0% |
| 40 | CHARLES SCHWAB INVESTMENT MANAGEMENT#40 · 19,743 sh | 19,743 | $333.1K | 0.00% | +17.6% |
| 41 | Qube Research & Technologies Ltd#41 · 18,309 sh | 18,309 | $308.9K | <0.01% | New |
| 42 | Cornerstone Investment Partners#42 · 17,961 sh | 17,961 | $303.0K | 0.01% | New |
| 43 | JANE STREET GROUP#43 · 17,085 sh | 17,085 | $288.2K | 0.00% | -93.1% |
| 44 | Bank of New York Mellon#44 · 17,024 sh | 17,024 | $287.2K | 0.00% | New |
| 45 | Engineers Gate Manager#45 · 16,103 sh | 16,103 | $271.7K | <0.01% | New |
| 46 | XTX Topco Ltd#46 · 12,159 sh | 12,159 | $205.1K | <0.01% | -61.1% |
| 47 | Russell Investments Group, Ltd.#47 · 11,971 sh | 11,971 | $201.9K | <0.01% | +1964.0% |
| 48 | CAPTRUST FINANCIAL ADVISORS#48 · 11,841 sh | 11,841 | $199.8K | <0.01% | New |
| 49 | D. E. Shaw#49 · 10,170 sh | 10,170 | $171.6K | <0.01% | New |
| 50 | Centiva Capital#50 · 10,017 sh | 10,017 | $169.0K | <0.01% | New |
| 51 | DEUTSCHE BANK AG\#51 · 8,240 sh | 8,240 | $139.0K | 0.00% | +113.7% |
| 52 | VANGUARD FIDUCIARY#52 · 7,738 sh | 7,738 | $130.5K | 0.00% | +76.7% |
| 53 | WELLS FARGO & COMPANY#53 · 7,500 sh | 7,500 | $126.5K | 0.00% | +161.8% |
| 54 | RHUMBLINE ADVISERS#54 · 5,359 sh | 5,359 | $90.4K | <0.01% | -2.8% |
| 55 | CITIGROUP#55 · 4,557 sh | 4,557 | $76.9K | 0.00% | +82.6% |
| 56 | NEW YORK STATE COMMON RETIREMENT FUND#56 · 4,300 sh | 4,300 | $72.5K | <0.01% | 0.0% |
| 57 | Legal & General Group Plc#57 · 3,939 sh | 3,939 | $66.4K | 0.00% | +515.5% |
| 58 | UBS Group AG#58 · 3,830 sh | 3,830 | $64.6K | 0.00% | -91.4% |
| 59 | MIRAE ASSET GLOBAL ETFS Ltd.#59 · 3,787 sh | 3,787 | $63.9K | <0.01% | +4.4% |
| 60 | JPMORGAN CHASE#60 · 3,409 sh | 3,409 | $58.1K | 0.00% | +9.0% |
| 61 | Police & Firemen's Retirement System of New Jersey#61 · 2,619 sh | 2,619 | $44.2K | <0.01% | New |
| 62 | BARCLAYS PLC#62 · 1,359 sh | 1,359 | $22.9K | 0.00% | -60.4% |
| 63 | Tower Research Capital (TRC)#63 · 1,149 sh | 1,149 | $19.4K | <0.01% | +36.3% |
| 64 | FMR#64 · 841 sh | 841 | $14.2K | 0.00% | -12.3% |
| 65 | Ameritas Investment Partners#65 · 630 sh | 630 | $10.6K | <0.01% | 0.0% |
| 66 | SRS Capital Advisors#66 · 514 sh | 514 | $8.7K | <0.01% | New |
| 67 | Aster Capital Management (DIFC) Ltd#67 · 453 sh | 453 | $7.6K | <0.01% | New |
| 68 | ROYAL BANK OF CANADA#68 · 242 sh | 242 | $4.0K | 0.00% | -79.4% |
| 69 | JONES FINANCIAL COMPANIES LLLP#69 · 243 sh | 243 | $3.9K | 0.00% | +105.9% |
| 70 | Allworth Financial#70 · 129 sh | 129 | $2.2K | 0.00% | New |
| 71 | IFP Advisors#71 · 99 sh | 99 | $1.7K | — | New |
| 72 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#72 · 88 sh | 88 | $1.5K | <0.01% | New |
| 73 | Integrated Wealth Concepts#73 · 70 sh | 70 | $1.2K | 0.00% | New |
| 74 | SJS Investment Consulting#74 · 64 sh | 64 | $1.1K | — | New |
| 75 | Covestor Ltd#75 · 35 sh | 35 | $1.0K | <0.01% | New |
| 76 | Farther Finance Advisors#76 · 45 sh | 45 | $760.00 | — | New |
| 77 | EverSource Wealth Advisors#77 · 41 sh | 41 | $692.00 | 0.00% | New |
| 78 | Essential Partners#78 · 40 sh | 40 | $675.00 | — | New |
| 79 | ROTHSCHILD INVESTMENT#79 · 31 sh | 31 | $523.00 | 0.00% | New |
| 80 | Sterling Capital Management#80 · 29 sh | 29 | $489.00 | — | -83.7% |
| 81 | Clearstead Advisors#81 · 14 sh | 14 | $237.00 | 0.00% | New |
| 82 | Caitong International Asset Management , Ltd#82 · 8 sh | 8 | $135.00 | 0.00% | New |
| 83 | True Wealth Design#83 · 5 sh | 5 | $85.00 | — | New |
| 84 | Quantbot Technologies#84 · 1 sh | 1 | $17.00 | 0.00% | -100.0% |
| 85 | Wealth Enhancement Services#85 · 1 sh | 1 | $17.00 | — | New |
| 86 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#86 · 108 sh | 108 | — | — | -75.1% |
Funds that sold out of XZO in Q2 2026 (11)
Held XZO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| DRIEHAUS CAPITAL MANAGEMENT529,752 sh | 529,752 | $7.8M |
| Holocene Advisors214,426 sh | 214,426 | $3.1M |
| Portolan Capital Management209,885 sh | 209,885 | $3.1M |
| Ophir Asset Management Pty Ltd192,277 sh | 192,277 | $2.8M |
| SEVEN GRAND MANAGERS100,000 sh | 100,000 | $1.5M |
| Y-Intercept (Hong Kong) Ltd46,196 sh | 46,196 | $677.7K |
| Quadrature Capital Ltd22,895 sh | 22,895 | $335.9K |
| ACADIAN ASSET MANAGEMENT21,349 sh | 21,349 | $311.0K |
| TRUIST FINANCIAL17,500 sh | 17,500 | $256.7K |
| WEALTHEDGE INVESTMENT ADVISORS14,918 sh | 14,918 | $218.8K |
| Gotham Asset Management10,173 sh | 10,173 | $149.2K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.