Exzeo Group, Inc. — Institutional Ownership
Which tracked institutions hold XZO, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
17
Funds holding
$34371313
Total value held
Buying
12 added/new · 5 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | $10317470 | 703304 | +703304 | NEW BUY |
| 2 | Goldman Sachs Group Inc | $9638421 | 571335 | -32938 | -5.45% |
| 3 | Blackrock, Inc. | $7724452 | 457881 | +183171 | +66.68% |
| 4 | State Street Corp | $2530551 | 150003 | +94820 | +171.83% |
| 5 | Federated Hermes, Inc. | $1096550 | 65000 | +65000 | NEW BUY |
| 6 | Northern Trust Corp | $830459 | 49227 | +10176 | +26.06% |
| 7 | Sei Investments Co | $759437 | 45017 | -62473 | -58.12% |
| 8 | Morgan Stanley | $466185 | 27634 | +4901 | +21.56% |
| 9 | Bank Of America Corp /De/ | $366079 | 21700 | -36995 | -63.03% |
| 10 | Bank Of New York Mellon Corp | $287195 | 17024 | +17024 | NEW BUY |
| 11 | Wells Fargo & Company/Mn | $126525 | 7500 | +4635 | +161.78% |
| 12 | Citigroup Inc | $76876 | 4557 | +4557 | NEW BUY |
| 13 | Ubs Group Ag | $64612 | 3830 | +3830 | NEW BUY |
| 14 | Jpmorgan Chase & Co | $58089 | 3409 | +281 | +8.98% |
| 15 | Barclays Plc | $22927 | 1359 | -2075 | -60.43% |
| 16 | Royal Bank Of Canada | $4000 | 242 | -931 | -79.37% |
| 17 | Zions Bancorporation, National Association /Ut/ | $1485 | 88 | +88 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.