Exzeo Group Inc (XZO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Essex Investment Management Co LLC

DECREASED

Shares256,229 from 268,704

Change-12,475 (-5%)

Value$3.7M (-$825.4K)

Filed 2026-10-19

Strs Ohio

INCREASED

Shares53,100 from 46,500

Change+6,600 (+14%)

Value$768.4K (-$16.1K)

Filed 2026-10-30

Sidoxia Capital Management, LLC

INCREASED

Shares40,279 from 38,319

Change+1,960 (+5%)

Value$582.8K (-$63.6K)

Filed 2026-10-28

Keybank National Association

NEW

Shares29,376

Change+29,376

Value$425.1K

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares24,734 from 17,024

Change+7,710 (+45%)

Value$357.9K (+$70.7K)

Filed 2026-11-05

Creative Planning

DECREASED

Shares17,841 from 22,905

Change-5,064 (-22%)

Value$258.2K (-$128.2K)

Filed 2026-11-02

Parsons Capital Management Inc

DECREASED

Shares12,500 from 25,000

Change-12,500 (-50%)

Value$180.9K (-$240.9K)

Filed 2026-10-28

State of Wyoming

DECREASED

Shares8,798 from 31,988

Change-23,190 (-72%)

Value$127.3K (-$412.3K)

Filed 2026-10-28

State of Alaska, Department of Revenue

NEW

Shares3,927

Change+3,927

Value$56

Filed 2026-10-15

Citigroup Inc

DECREASED

Shares1,595 from 4,557

Change-2,962 (-65%)

Value$23.1K (-$53.8K)

Filed 2026-11-04

Sterling Capital Management LLC

INCREASED

Shares419 from 29

Change+390 (+1345%)

Value$6.1K (+$5.6K)

Filed 2026-10-22

SJS Investment Consulting Inc.

INCREASED

Shares72 from 64

Change+8 (+13%)

Value$1.0K (-$38)

Filed 2026-10-26

Farther Finance Advisors, LLC

INCREASED

Shares54 from 45

Change+9 (+20%)

Value$781 (+$21)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

DECREASED

Shares39 from 41

Change-2 (-5%)

Value$564 (-$128)

Filed 2026-11-04

Physician Wealth Advisors, Inc.

NEW

Shares33

Change+33

Value$478

Filed 2026-10-20

Essential Partners LLC

DECREASED

Shares32 from 40

Change-8 (-20%)

Value$463 (-$212)

Filed 2026-10-14

Parkside Financial Bank & Trust

NEW

Shares30

Change+30

Value$435

Filed 2026-10-27

Covestor Ltd

DECREASED

Shares21 from 35

Change-14 (-40%)

Value$0 (-$1)

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares20

Change+20

Value$289

Filed 2026-10-21

Ascentis Wealth Management, LLC

NEW

Shares17

Change+17

Value$245

Filed 2026-11-03

Caitong International Asset Management Co., Ltd

INCREASED

Shares14 from 8

Change+6 (+75%)

Value$203 (+$68)

Filed 2026-10-29

Provenance Wealth Advisors, LLC

NEW

Shares12

Change+12

Value$174

Filed 2026-10-30

IFP Advisors, Inc

DECREASED

Shares7 from 99

Change-92 (-93%)

Value$101 (-$1.6K)

Filed 2026-10-16

True Wealth Design, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$73 (-$12)

Filed 2026-10-13

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$17)

Filed 2026-10-07

Jupiter Topco LLC

N/A

Shares— from 728,237

Change-728,237 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 602,830

Change-602,830 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 571,335

Change-571,335 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 568,680

Change-568,680 (-100%)

Value—

Whetstone Capital Advisors, LLC

N/A

Shares— from 541,544

Change-541,544 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 457,881

Change-457,881 (-100%)

Value—

FJ Capital Management LLC

N/A

Shares— from 223,788

Change-223,788 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 172,700

Change-172,700 (-100%)

Value—

State Street Corp

N/A

Shares— from 150,003

Change-150,003 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 145,082

Change-145,082 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 139,911

Change-139,911 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 121,216

Change-121,216 (-100%)

Value—

Ionic Capital Management LLC

N/A

Shares— from 116,077

Change-116,077 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 109,160

Change-109,160 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 104,478

Change-104,478 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 98,058

Change-98,058 (-100%)

Value—

Alden Global Capital LLC

N/A

Shares— from 98,005

Change-98,005 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 71,878

Change-71,878 (-100%)

Value—

Boston Partners

N/A

Shares— from 67,998

Change-67,998 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 67,900

Change-67,900 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 65,000

Change-65,000 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 63,379

Change-63,379 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 61,866

Change-61,866 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 56,768

Change-56,768 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 53,275

Change-53,275 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 51,638

Change-51,638 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 49,227

Change-49,227 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 49,149

Change-49,149 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 45,017

Change-45,017 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 40,872

Change-40,872 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 27,634

Change-27,634 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 21,992

Change-21,992 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 21,700

Change-21,700 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 19,743

Change-19,743 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 18,309

Change-18,309 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 17,961

Change-17,961 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 17,085

Change-17,085 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 16,103

Change-16,103 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 12,159

Change-12,159 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 11,971

Change-11,971 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 11,841

Change-11,841 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 10,170

Change-10,170 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 10,017

Change-10,017 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 8,240

Change-8,240 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 7,738

Change-7,738 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 7,500

Change-7,500 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 5,359

Change-5,359 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 4,300

Change-4,300 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 3,939

Change-3,939 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,830

Change-3,830 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 3,787

Change-3,787 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,409

Change-3,409 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 2,619

Change-2,619 (-100%)

Value—

Barclays PLC

N/A

Shares— from 1,359

Change-1,359 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,149

Change-1,149 (-100%)

Value—

FMR LLC

N/A

Shares— from 841

Change-841 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 630

Change-630 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 514

Change-514 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 453

Change-453 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 243

Change-243 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 242

Change-242 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 129

Change-129 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 108

Change-108 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 88

Change-88 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 31

Change-31 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Essex Investment Management Co LLC	DECREASED	256,229	268,704	-12,475	-5%	$4.5M	$3.7M	-$825.4K	2026-10-19
Strs Ohio	INCREASED	53,100	46,500	+6,600	+14%	$784.5K	$768.4K	-$16.1K	2026-10-30
Sidoxia Capital Management, LLC	INCREASED	40,279	38,319	+1,960	+5%	$646.4K	$582.8K	-$63.6K	2026-10-28
Keybank National Association	NEW	29,376	—	+29,376	—	—	$425.1K	—	2026-11-04
Bank of New York Mellon Corp	INCREASED	24,734	17,024	+7,710	+45%	$287.2K	$357.9K	+$70.7K	2026-11-05
Creative Planning	DECREASED	17,841	22,905	-5,064	-22%	$386.4K	$258.2K	-$128.2K	2026-11-02
Parsons Capital Management Inc	DECREASED	12,500	25,000	-12,500	-50%	$421.8K	$180.9K	-$240.9K	2026-10-28
State of Wyoming	DECREASED	8,798	31,988	-23,190	-72%	$539.6K	$127.3K	-$412.3K	2026-10-28
State of Alaska, Department of Revenue	NEW	3,927	—	+3,927	—	—	$56	—	2026-10-15
Citigroup Inc	DECREASED	1,595	4,557	-2,962	-65%	$76.9K	$23.1K	-$53.8K	2026-11-04
Sterling Capital Management LLC	INCREASED	419	29	+390	+1345%	$489	$6.1K	+$5.6K	2026-10-22
SJS Investment Consulting Inc.	INCREASED	72	64	+8	+13%	$1.1K	$1.0K	-$38	2026-10-26
Farther Finance Advisors, LLC	INCREASED	54	45	+9	+20%	$760	$781	+$21	2026-10-08
EverSource Wealth Advisors, LLC	DECREASED	39	41	-2	-5%	$692	$564	-$128	2026-11-04
Physician Wealth Advisors, Inc.	NEW	33	—	+33	—	—	$478	—	2026-10-20
Essential Partners LLC	DECREASED	32	40	-8	-20%	$675	$463	-$212	2026-10-14
Parkside Financial Bank & Trust	NEW	30	—	+30	—	—	$435	—	2026-10-27
Covestor Ltd	DECREASED	21	35	-14	-40%	$1	$0	-$1	2026-10-30
Root Financial Partners, LLC	NEW	20	—	+20	—	—	$289	—	2026-10-21
Ascentis Wealth Management, LLC	NEW	17	—	+17	—	—	$245	—	2026-11-03
Caitong International Asset Management Co., Ltd	INCREASED	14	8	+6	+75%	$135	$203	+$68	2026-10-29
Provenance Wealth Advisors, LLC	NEW	12	—	+12	—	—	$174	—	2026-10-30
IFP Advisors, Inc	DECREASED	7	99	-92	-93%	$1.7K	$101	-$1.6K	2026-10-16
True Wealth Design, LLC	UNCHANGED	5	5	0	0%	$85	$73	-$12	2026-10-13
Wealth Enhancement Trust Services, Inc.	CLOSED	0	1	-1	-100%	$17	$0	-$17	2026-10-07
Jupiter Topco LLC	N/A	—	728,237	-728,237	-100%	$12.3M	—	—	—
American Century Companies Inc	N/A	—	602,830	-602,830	-100%	$10.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	571,335	-571,335	-100%	$9.6M	—	—	—
Jennison Associates LLC	N/A	—	568,680	-568,680	-100%	$9.6M	—	—	—
Whetstone Capital Advisors, LLC	N/A	—	541,544	-541,544	-100%	$9.1M	—	—	—
BlackRock, Inc.	N/A	—	457,881	-457,881	-100%	$7.7M	—	—	—
FJ Capital Management LLC	N/A	—	223,788	-223,788	-100%	$3.8M	—	—	—
Citadel Advisors LLC	N/A	—	172,700	-172,700	-100%	$2.9M	—	—	—
State Street Corp	N/A	—	150,003	-150,003	-100%	$2.5M	—	—	—
Nuveen, LLC	N/A	—	145,082	-145,082	-100%	$2.4M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	139,911	-139,911	-100%	$2.4M	—	—	—
Two Sigma Investments, LP	N/A	—	121,216	-121,216	-100%	$2.0M	—	—	—
Ionic Capital Management LLC	N/A	—	116,077	-116,077	-100%	$2.0M	—	—	—
Geode Capital Management, LLC	N/A	—	109,160	-109,160	-100%	$1.8M	—	—	—
Victory Capital Management Inc	N/A	—	104,478	-104,478	-100%	$1.8M	—	—	—
Atom Investors LP	N/A	—	98,058	-98,058	-100%	$1.7M	—	—	—
Alden Global Capital LLC	N/A	—	98,005	-98,005	-100%	$1.7M	—	—	—
Renaissance Technologies LLC	N/A	—	71,878	-71,878	-100%	$1.2M	—	—	—
Boston Partners	N/A	—	67,998	-67,998	-100%	$1.1M	—	—	—
BNP Paribas Financial Markets	N/A	—	67,900	-67,900	-100%	$1.1M	—	—	—
Federated Hermes, Inc.	N/A	—	65,000	-65,000	-100%	$1.1M	—	—	—
Trexquant Investment LP	N/A	—	63,379	-63,379	-100%	$1.1M	—	—	—
Legato Capital Management LLC	N/A	—	61,866	-61,866	-100%	$1.0M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	56,768	-56,768	-100%	$957.7K	—	—	—
HRT Financial LP	N/A	—	53,275	-53,275	-100%	$898.0K	—	—	—
Balyasny Asset Management L.P.	N/A	—	51,638	-51,638	-100%	$871.1K	—	—	—
Northern Trust Corp	N/A	—	49,227	-49,227	-100%	$830.5K	—	—	—
Tudor Investment Corp ET AL	N/A	—	49,149	-49,149	-100%	$829.1K	—	—	—
SEI Investments Co	N/A	—	45,017	-45,017	-100%	$759.4K	—	—	—
Marshall Wace, LLP	N/A	—	40,872	-40,872	-100%	$689.5K	—	—	—
Morgan Stanley	N/A	—	27,634	-27,634	-100%	$466.2K	—	—	—
AQR Capital Management LLC	N/A	—	21,992	-21,992	-100%	$371.0K	—	—	—
Bank of America Corp	N/A	—	21,700	-21,700	-100%	$366.1K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	19,743	-19,743	-100%	$333.1K	—	—	—
Qube Research & Technologies Ltd	N/A	—	18,309	-18,309	-100%	$308.9K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	17,961	-17,961	-100%	$303.0K	—	—	—
Jane Street Group, LLC	N/A	—	17,085	-17,085	-100%	$288.2K	—	—	—
Engineers Gate Manager LP	N/A	—	16,103	-16,103	-100%	$271.7K	—	—	—
XTX Topco Ltd	N/A	—	12,159	-12,159	-100%	$205.1K	—	—	—
Russell Investments Group, Ltd.	N/A	—	11,971	-11,971	-100%	$201.9K	—	—	—
Captrust Financial Advisors	N/A	—	11,841	-11,841	-100%	$199.8K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	10,170	-10,170	-100%	$171.6K	—	—	—
Centiva Capital, LP	N/A	—	10,017	-10,017	-100%	$169.0K	—	—	—
Deutsche Bank Ag\	N/A	—	8,240	-8,240	-100%	$139.0K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	7,738	-7,738	-100%	$130.5K	—	—	—
Wells Fargo & Company	N/A	—	7,500	-7,500	-100%	$126.5K	—	—	—
Rhumbline Advisers	N/A	—	5,359	-5,359	-100%	$90.4K	—	—	—
New York State Common Retirement Fund	N/A	—	4,300	-4,300	-100%	$72.5K	—	—	—
Legal & General Group Plc	N/A	—	3,939	-3,939	-100%	$66.4K	—	—	—
UBS Group AG	N/A	—	3,830	-3,830	-100%	$64.6K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	3,787	-3,787	-100%	$63.9K	—	—	—
JPMorgan Chase & Co	N/A	—	3,409	-3,409	-100%	$58.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	2,619	-2,619	-100%	$44.2K	—	—	—
Barclays PLC	N/A	—	1,359	-1,359	-100%	$22.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,149	-1,149	-100%	$19.4K	—	—	—
FMR LLC	N/A	—	841	-841	-100%	$14.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	630	-630	-100%	$10.6K	—	—	—
Arax Advisory Partners	N/A	—	514	-514	-100%	$8.7K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	453	-453	-100%	$7.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	243	-243	-100%	$3.9K	—	—	—
Royal Bank of Canada	N/A	—	242	-242	-100%	$4.0K	—	—	—
Allworth Financial LP	N/A	—	129	-129	-100%	$2.2K	—	—	—
California State Teachers Retirement System	N/A	—	108	-108	-100%	$1.8K	—	—	—
Zions Bancorporation, National Association	N/A	—	88	-88	-100%	$1.5K	—	—	—
Rothschild Investment LLC	N/A	—	31	-31	-100%	$523	—	—	—
Clearstead Advisors, LLC	N/A	—	14	-14	-100%	$237	—	—	—
Quantbot Technologies LP	N/A	—	1	-1	-100%	$17	—	—	—

Showing 92 of 92 institutions