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Exzeo Group, Inc. hedge fund holdings

XZONYSE
$15.04-0.35 (-2.27% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

XZO · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Nov 5, 2025 to Oct 6, 2026. Price (-28.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q4 2025310$174M$039Feb 14, 2026
Q1 20264217$33M$44.9M63May 15, 2026
Q2 20264826$17.1M$45.9M80Aug 14, 2026

Quarterly action breakdown

Q2 2026
80 filers
New position
25
$3.77M+224K sh
Increased
23
$13.3M+788K sh
Reduced
17
-$23.3M-1.38M sh
Out / sold
9
-$22.6M-1.34M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Driehaus Capital Management LLCSell 100%-$7.77M$00.00%Aug 14, 2026
FJ Capital Management LLCReduce 67.21%-$7.74M$3.78M0.49%Aug 14, 2026
Holocene Advisors, LPSell 100%-$3.15M$00.00%Aug 14, 2026
Portolan Capital Management, LLCSell 100%-$3.08M$00.00%Aug 14, 2026
Ophir Asset Management Pty LtdSell 100%-$2.82M$00.00%Aug 14, 2026
Whetstone Capital Advisors, LLCAdded 31.65%+$2.2M$9.14M2.40%Aug 14, 2026
Seven Grand Managers, LLCSell 100%-$1.47M$00.00%Aug 14, 2026
Essex Investment Management Co LLCReduce 6.74%-$327K$4.53M0.59%Aug 6, 2026
Wealthedge Investment Advisors, LLCSell 100%-$219K$00.00%Jul 21, 2026
Gotham Asset Management, LLCSell 100%-$149K$00.00%Aug 14, 2026
Jennison Associates LLCReduce 1.08%-$105K$9.59M0.01%Aug 3, 2026
Legato Capital Management LLCAdded 3.23%+$32.7K$1.04M0.09%Aug 6, 2026
Sidoxia Capital Management, LLCAdded 1.56%+$9.94K$646K0.47%Jul 24, 2026
Aster Capital Management (DIFC) LtdNew Buy+$7.64K$7.64K0.00%Aug 14, 2026
Zions Bancorporation, National AssociationNew Buy+$1.49K$1.49K0.00%Jul 31, 2026

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