Who owns Exzeo Group (XZO)
Which tracked institutional funds hold XZO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XZO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
21 tracked funds added or opened XZO while 18 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
XZO’s largest tracked holder by dollar value, Philadelphia Financial Management of San Francisco, LLC, sizes it at 4.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XZO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 83 tracked filers holding XZO, 57 increased or opened the position and 34 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in XZO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- Jupiter Topco LLC$12M
- AMERICAN CENTURY COMPANIES INC$10M
- JACOBS LEVY EQUITY MANAGEMENT, INC$2M
- Trexquant Investment LP$1M
- BALYASNY ASSET MANAGEMENT L.P.$871K
- TUDOR INVESTMENT CORP ET AL$829K
Full exits 7
- JANUS HENDERSON GROUP PLC$10M
- Driehaus Capital Management LLC$8M
- Holocene Advisors, LP$3M
- Portolan Capital Management, LLC$3M
- Ophir Asset Management Pty Ltd$3M
- SEVEN GRAND MANAGERS, LLC$1M
Largest adds
- BlackRock, Inc.$4M
- Whetstone Capital Advisors, LLC$3M
- Nuveen, LLC$2M
- STATE STREET CORP$2M
- CITADEL ADVISORS LLC$1M
- JENNISON ASSOCIATES LLC$1M
Largest trims
- FJ Capital Management LLC$6M
- JANE STREET GROUP, LLC$3M
- MARSHALL WACE, LLP$2M
- RENAISSANCE TECHNOLOGIES LLC$1M
- FEDERATED HERMES, INC.$1M
- TWO SIGMA INVESTMENTS, LP$866K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Jupiter Topco LLC new | 728,237 | $12M | 6.9% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC new | 602,830 | $10M | 5.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 571,335 | $10M | 5.4% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 568,680 | $10M | 5.4% | 2026-Q2 |
| Whetstone Capital Advisors, LLC added | 541,544 | $9M | 5.1% | 2026-Q2 |
| BlackRock, Inc. added | 457,881 | $8M | 4.4% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 268,704 | $5M | 2.6% | 2026-Q2 |
| FJ Capital Management LLC trimmed | 223,788 | $4M | 2.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 172,700 | $3M | 1.6% | 2026-Q2 |
| STATE STREET CORP added | 150,003 | $3M | 1.4% | 2026-Q2 |
| Nuveen, LLC added | 145,082 | $2M | 1.4% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC new | 139,911 | $2M | 1.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 121,216 | $2M | 1.2% | 2026-Q2 |
| Ionic Capital Management LLC added | 116,077 | $2M | 1.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 109,160 | $2M | 1.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 104,478 | $2M | 1.0% | 2026-Q2 |
| Atom Investors LP trimmed | 98,058 | $2M | 0.9% | 2026-Q2 |
| Alden Global Capital LLC | 98,005 | $2M | 0.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 71,878 | $1M | 0.7% | 2026-Q2 |
| Boston Partners added | 67,998 | $1M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 67,900 | $1M | 0.6% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 65,000 | $1M | 0.6% | 2026-Q2 |
| Trexquant Investment LP new | 63,379 | $1M | 0.6% | 2026-Q2 |
| Legato Capital Management LLC added | 61,866 | $1M | 0.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 56,768 | $958K | 0.5% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 51,638 | $871K | 0.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 49,227 | $830K | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 49,149 | $829K | 0.5% | 2026-Q2 |
| STRS OHIO added | 46,500 | $784K | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 45,017 | $759K | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 40,872 | $690K | 0.4% | 2026-Q2 |
| Sidoxia Capital Management, LLC added | 38,319 | $646K | 0.4% | 2026-Q2 |
| State of Wyoming added | 31,988 | $540K | 0.3% | 2026-Q2 |
| MORGAN STANLEY added | 27,634 | $466K | 0.3% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 25,000 | $422K | 0.2% | 2026-Q2 |
| Creative Planning new | 22,905 | $386K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 21,992 | $371K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 21,700 | $366K | 0.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 19,743 | $333K | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 18,309 | $309K | 0.2% | 2026-Q2 |
| Cornerstone Investment Partners, LLC new | 17,961 | $303K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 17,085 | $288K | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp new | 17,024 | $287K | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP new | 16,103 | $272K | 0.2% | 2026-Q2 |
| XTX Topco Ltd trimmed | 12,159 | $205K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 11,971 | $202K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 11,841 | $200K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 10,170 | $172K | 0.1% | 2026-Q2 |
| Centiva Capital, LP new | 10,017 | $169K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 8,240 | $139K | 0.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 7,738 | $131K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 7,500 | $127K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 5,359 | $90K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 4,557 | $77K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 4,300 | $73K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 3,939 | $66K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 3,830 | $65K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,787 | $64K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,409 | $58K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey new | 2,619 | $44K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,359 | $23K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 1,149 | $19K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 841 | $14K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 630 | $11K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 514 | $9K | 0.0% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd new | 453 | $8K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 242 | $4K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 243 | $4K | 0.0% | 2026-Q2 |
| Allworth Financial LP new | 129 | $2K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 108 | $2K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 99 | $2K | 0.0% | 2026-Q2 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ new | 88 | $1K | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. new | 64 | $1K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 45 | $760 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC new | 41 | $692 | 0.0% | 2026-Q2 |
| Essential Partners LLC new | 40 | $675 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC new | 31 | $523 | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 29 | $489 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 14 | $237 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd new | 8 | $135 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC new | 5 | $85 | 0.0% | 2026-Q2 |
| Quantbot Technologies LP trimmed | 1 | $17 | 0.0% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. new | 1 | $17 | 0.0% | 2026-Q2 |
| JANUS HENDERSON GROUP PLC added | 703,304 | $10M | 5.8% | 2026-Q1 stale (1 quarter behind) |
| Driehaus Capital Management LLC trimmed | 529,752 | $8M | 4.4% | 2026-Q1 stale (1 quarter behind) |
| Holocene Advisors, LP new | 214,426 | $3M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| Portolan Capital Management, LLC trimmed | 209,885 | $3M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Ophir Asset Management Pty Ltd trimmed | 192,277 | $3M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| SEVEN GRAND MANAGERS, LLC trimmed | 100,000 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Y-Intercept (Hong Kong) Ltd new | 46,196 | $678K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Philadelphia Financial Management of San Francisco, LLC new | 710,000 | $17M | 9.7% | 2025-Q4 stale (2 quarters behind) |
| Hood River Capital Management LLC new | 442,568 | $11M | 6.0% | 2025-Q4 stale (2 quarters behind) |
| MILLENNIUM MANAGEMENT LLC new | 156,641 | $4M | 2.1% | 2025-Q4 stale (2 quarters behind) |
| Schonfeld Strategic Advisors LLC new | 85,083 | $2M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| HBK INVESTMENTS L P new | 80,000 | $2M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Zimmer Partners, LP new | 75,000 | $2M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| BlueCrest Capital Management Ltd new | 40,000 | $970K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Longaeva Partners L.P. new | 38,000 | $922K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 31,113 | $754K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Verition Fund Management LLC new | 21,923 | $532K | 0.3% | 2025-Q4 stale (2 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.