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Exzeo Group Inc (XZO)

CUSIP: 30234F101 | NYSE | Financial Services · Insurance - Diversified | Small Cap | 114 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
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Institutional Holders — Q3 2026

Essex Investment Management Co LLC256,229
0.5% of portfolio›$3.7M
Strs Ohio53,100
0.0% of portfolio›$768.4K
Sidoxia Capital Management, LLC40,279
0.4% of portfolio›$582.8K
Keybank National Association29,376
0.0% of portfolio›$425.1K
Creative Planning17,841
0.0% of portfolio›$258.2K
Parsons Capital Management Inc12,500
0.0% of portfolio›$180.9K
State of Wyoming8,798
0.0% of portfolio›$127.3K
State of Alaska, Department of Revenue3,927
0.0% of portfolio›$56
Citigroup Inc1,595
0.0% of portfolio›$23.1K
Sterling Capital Management LLC419
0.0% of portfolio›$6.1K
SJS Investment Consulting Inc.72
0.0% of portfolio›$1.0K
Farther Finance Advisors, LLC54
0.0% of portfolio›$781
EverSource Wealth Advisors, LLC39
0.0% of portfolio›$564
Physician Wealth Advisors, Inc.33
0.0% of portfolio›$478
Essential Partners LLC32
0.0% of portfolio›$463
Parkside Financial Bank & Trust30
0.0% of portfolio›$435
Covestor Ltd21
0.0% of portfolio›$0
Root Financial Partners, LLC20
0.0% of portfolio›$289
Ascentis Wealth Management, LLC17
0.0% of portfolio›$245
Caitong International Asset Management Co., Ltd14
0.0% of portfolio›$203
Provenance Wealth Advisors, LLC12
0.0% of portfolio›$174
IFP Advisors, Inc7
0.0% of portfolio›$101
True Wealth Design, LLC5
0.0% of portfolio›$73
StyleTurnoverLocationFiled
Essex Investment Management Co LLC
256,229$3.7M0.5%GrowthMediumBoston, MA2026-10-19
Strs Ohio
53,100$768.4K0.0%CoreMediumColumbus, OH2026-10-30
Sidoxia Capital Management, LLC
40,279$582.8K0.4%GrowthLowNewport Beach, CA2026-10-28
Keybank National Association
29,376$425.1K0.0%CoreLowBrooklyn, OH2026-11-04
Creative Planning
17,841$258.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Parsons Capital Management Inc
12,500$180.9K0.0%CoreLowProvidence, RI2026-10-28
State of Wyoming
8,798$127.3K0.0%ValueHighCheyenne, WY2026-10-28
State of Alaska, Department of Revenue
3,927$560.0%CoreVery LowJuneau, AK2026-10-15
Citigroup Inc
1,595$23.1K0.0%CoreMediumNew York, NY2026-11-04
Sterling Capital Management LLC
419$6.1K0.0%GARPMediumCharlotte, NC2026-10-22
SJS Investment Consulting Inc.
72$1.0K0.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
54$7810.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
39$5640.0%CoreMediumBirmingham, AL2026-11-04
Physician Wealth Advisors, Inc.
33$4780.0%ETFMediumMidvale, UT2026-10-20
Essential Partners LLC
32$4630.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parkside Financial Bank & Trust
30$4350.0%CoreVery LowSaint Louis, MO2026-10-27
Covestor Ltd
21$00.0%ValueHighLondon, United Kingdom2026-10-30
Root Financial Partners, LLC
20$2890.0%ETFMediumEncinitas, CA2026-10-21
Ascentis Wealth Management, LLC
17$2450.0%Agg GrowthLowDallas, TX2026-11-03
Caitong International Asset Management Co., Ltd
14$2030.0%GrowthVery HighHong Kong, South Korea2026-10-29
Provenance Wealth Advisors, LLC
12$1740.0%ETFLowFort Lauderdale, FL2026-10-30
IFP Advisors, Inc
7$1010.0%GrowthLowTampa, FL2026-10-16
True Wealth Design, LLC
5$730.0%ETFMediumAkron, OH2026-10-13