Exzeo Group, Inc. — Institutional Ownership
Which tracked institutions hold XZO, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
12
Funds holding
$27702218
Total value held
Buying
12 added/new · 0 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | $10317470 | 703304 | — | NEW BUY |
| 2 | Goldman Sachs Group Inc | $8864684 | 604273 | +86707 | +16.75% |
| 3 | Blackrock, Inc. | $4029996 | 274710 | — | NEW BUY |
| 4 | Sei Investments Co | $1576878 | 107490 | — | NEW BUY |
| 5 | Bank Of America Corp /De/ | $861056 | 58695 | +8695 | +17.39% |
| 6 | State Street Corp | $809535 | 55183 | — | NEW BUY |
| 7 | Northern Trust Corp | $572879 | 39051 | — | NEW BUY |
| 8 | Morgan Stanley | $333493 | 22733 | +14585 | +179.00% |
| 9 | Truist Financial Corp | $256725 | 17500 | — | NEW BUY |
| 10 | Barclays Plc | $50377 | 3434 | — | NEW BUY |
| 11 | Royal Bank Of Canada | $17000 | 1173 | — | NEW BUY |
| 12 | Wells Fargo & Company/Mn | $12125 | 500 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.