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XZO

Exzeo Group
XZO

78 hedge funds and large institutions have $88.8M invested in Exzeo Group in 2026 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

20% more funds holding

Funds holding: 65 → 78 (+13)

2.18% less ownership

Funds ownership: 7.97% → 5.79% (-2.2%)

16% less capital invested

Capital invested by funds: $106M → $88.8M (-$17.5M)

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
25
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$8.87M
2
BlackRock
BlackRock
New York
+$2.69M
3
Nuveen
Nuveen
North Carolina
+$1.41M
4
State Street
State Street
Massachusetts
+$1.39M
5
TI
Trexquant Investment
Connecticut
+$932K

Top Sellers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
-$7.77M
2
FCM
FJ Capital Management
Virginia
-$6.75M
3
Jane Street
Jane Street
New York
-$3.39M
4
PCM
Portolan Capital Management
Massachusetts
-$3.08M
5
OAM
Ophir Asset Management
Australia
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$759K -$919K -62,473 -58%
Marshall Wace
27
Marshall Wace
United Kingdom
$690K -$2.17M -147,579 -78%
SCM
28
Sidoxia Capital Management
California
$646K +$8.66K +589 +2%
SOW
29
State of Wyoming
Wyoming
$540K +$136K +9,253 +41%
Morgan Stanley
30
Morgan Stanley
New York
$466K +$72.1K +4,901 +22%
PCM
31
Parsons Capital Management
Rhode Island
$422K – – –
Creative Planning
32
Creative Planning
Kansas
$386K +$337K +22,905 New
Charles Schwab
33
Charles Schwab
California
$333K +$43.5K +2,959 +18%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$309K +$269K +18,309 New
CIP
35
Cornerstone Investment Partners
Georgia
$303K +$264K +17,961 New
Jane Street
36
Jane Street
New York
$288K -$3.39M -230,718 -93%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$287K +$250K +17,024 New
EGM
38
Engineers Gate Manager
New York
$272K +$237K +16,103 New
XT
39
XTX Topco
Cayman Islands
$205K -$281K -19,091 -61%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$202K +$168K +11,391 +1,964%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$200K +$174K +11,841 New
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$172K +$150K +10,170 New
CC
43
Centiva Capital
New York
$169K +$147K +10,017 New
Deutsche Bank
44
Deutsche Bank
Germany
$139K +$64.5K +4,384 +114%
Vanguard Fiduciary Trust
45
Vanguard Fiduciary Trust
Pennsylvania
$131K +$49.4K +3,360 +77%
Wells Fargo
46
Wells Fargo
California
$127K +$68.2K +4,635 +162%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$90.4K -$2.29K -156 -3%
Citigroup
48
Citigroup
New York
$76.9K +$30.3K +2,062 +83%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$72.5K – – –
Legal & General Group
50
Legal & General Group
United Kingdom
$66.4K +$48.5K +3,299 +515%
1
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XZO Hedge Fund Activity: Q2 2026 in Review

78 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in Exzeo Group (XZO) for Q2 2026, worth a combined $88.8M — down 16% from $106M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XZO positions and 9 closed out — a net gain of 22 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $8.87M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $7.77M sold.

  • 78 institutional investors held Exzeo Group (XZO) as of Q2 2026, up from 65 in Q1 2026.
  • Funds reported $88.8M of Exzeo Group stock for Q2 2026, down 16% quarter-over-quarter.
  • 31 funds opened new Exzeo Group positions in Q2 2026 and 9 closed out, a net change of +22 holders.
  • The largest Exzeo Group buyer in Q2 2026 was American Century Companies, an estimated $8.87M added.
  • The largest Exzeo Group seller in Q2 2026 was Driehaus Capital Management, an estimated $7.77M sold.

Based on aggregated 13F filings for Q2 2026.