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Exzeo Group Ownership | Who Owns Exzeo Group?

OverviewRevenueFinancialsChartTranscripts

Exzeo Group Ownership Summary

Exzeo Group is owned by 7.91% institutional investors, 86.22% insiders, and 5.87% retail investors. Janus henderson group is the largest institutional shareholder, holding 0.77% of XZO shares. Janus Henderson US Small Cap Growth is the top mutual fund, with 0.66% of its assets in Exzeo Group shares.

XZO Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockExzeo Group7.91%86.22%5.87%
SectorFinancial Services Stocks 736.16%13.84%-650.00%
IndustryDiversified Insurance Stocks51.35%11.81%36.83%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Janus henderson group703.30K0.77%$10.32M
Fj capital management682.44K0.75%$10.01M
Goldman sachs group604.27K0.66%$8.86M
Jennison associates574.92K0.63%$8.43M
Whetstone capital advisors411.35K0.45%$6.03M
Essex investment management288.11K0.32%$4.23M
Blackrock funding, inc. /de274.71K0.30%$4.03M
Jane street group247.80K0.27%$3.64M
Two sigma investments, lp198.43K0.22%$2.91M
Marshall wace, llp188.45K0.21%$2.76M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Whetstone capital advisors411.35K2.09%$6.03M
Fj capital management682.44K1.13%$10.01M
Alden global capital98.00K0.81%$1.44M
Essex investment management288.11K0.67%$4.23M
Atom investors lp160.20K0.17%$2.35M
Ionic capital management79.06K0.08%$1.16M
Legato capital management59.93K0.08%$879.17K
State of wyoming22.73K0.04%$333.52K
Parsons capital management inc/ri25.00K0.02%$366.75K
Xtx topco31.25K0.01%$458.44K

Top Buyers

HolderShares% AssetsChange
Fj capital management682.44K1.13%444.58K
Blackrock funding, inc. /de274.71K0.00%274.71K
Whetstone capital advisors411.35K2.09%226.60K
Jane street group247.80K0.00%198.85K
Two sigma investments, lp198.43K0.00%186.43K

Top Sellers

HolderShares% AssetsChange
Philadelphia financial management of san francisco---710.00K
Driehaus capital management---529.75K
Hood river capital management---442.57K
Citadel advisors113.75K0.00%-326.25K
Holocene advisors, lp---214.43K

New Positions

HolderShares% AssetsChangeValue
Blackrock funding, inc. /de274.71K0.00%274.71K$4.03M
Renaissance167.62K0.00%167.62K$2.46M
Geode capital management94.38K0.00%94.38K$1.38M
State street55.18K-55.18K$809.53K
Boston partners55.00K0.00%55.00K$806.82K

Sold Out

HolderChange
Gotham asset management-10.17K
Wealthedge investment advisors-14.92K
Qube research-15.89K
Penserra capital management-17.32K
Truist financial-17.50K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20266353.66%7,187,399-8.32%710.60%5124.39%12-
Dec 31, 202541-7,839,568-8-41---

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Janus Henderson US Small Cap Growth599.32K0.66%20.70K
Janus Henderson Venture D565.84K0.62%-12.79K
Avantis US Small Cap Value ETF463.66K0.51%1.25K
Jennison SMid Cap Core Equity235.63K0.26%-15.31K
PGIM Jennison Small Company A235.63K0.26%-18.65K
Heptagon Driehaus US Micro Cap Eq C$ Acc214.82K0.24%4.16K
iShares Russell 2000 ETF209.71K0.23%-3.74K
Strategic Advisers U.S. Total Stock206.72K0.23%14.52K
Goldman Sachs Small Cap Value A203.95K0.22%-64.44K
CREF Total Global Stock Account R3136.77K0.15%-

Recent Insider Transactions

DateNameRoleActivityValue
May 27, 2026Patel Paresh Chief Executive OfficerBuy$27.34K
May 26, 2026Patel Paresh Chief Executive OfficerBuy$26.52K
May 22, 2026Patel Paresh Chief Executive OfficerBuy$25.84K
May 21, 2026Patel Paresh Chief Executive OfficerBuy$25.64K
May 20, 2026Patel Paresh Chief Executive OfficerBuy$26.66K

Insider Transactions Trends

DateBuySell
2026 Q248-
2026 Q113-
2025 Q4--

XZO Ownership FAQ

Who Owns Exzeo Group?

Exzeo Group shareholders are primarily institutional investors at 7.91%, followed by 86.22% insiders and 5.87% retail investors. The average institutional ownership in Exzeo Group's industry, Diversified Insurance Stocks, is 51.35%, which Exzeo Group falls below.

Who owns the most shares of Exzeo Group?

Exzeo Group’s largest shareholders are Janus henderson group (703.3K shares, 0.77%), Fj capital management (682.44K shares, 0.75%), and Goldman sachs group (604.27K shares, 0.66%). Together, they hold 2.19% of Exzeo Group’s total shares outstanding.

Does Blackrock own Exzeo Group?

BlackRock is not among the top 10 institutional shareholders of Exzeo Group.

Who is Exzeo Group’s biggest shareholder by percentage of total assets invested?

Whetstone capital advisors is Exzeo Group’s biggest shareholder by percentage of total assets invested, with 2.09% of its assets in 411.35K Exzeo Group shares, valued at 6.03M$.

Who is the top mutual fund holder of Exzeo Group shares?

Janus Henderson US Small Cap Growth is the top mutual fund holder of Exzeo Group shares, with 0.66% of its total shares outstanding invested in 599.32K Exzeo Group shares.

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