Exzeo Group Ownership | Who Owns Exzeo Group?

Overview RevenueFinancials Chart Transcripts

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 0.64% of its assets in Exzeo Group shares.

XZO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Exzeo Group	7.91%	86.22%	5.87%
Industry	Diversified Insurance Stocks	40.80%	12.14%	47.06%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Janus henderson group	703.30K	0.77%	$10.32M
Fj capital management	682.44K	0.75%	$10.01M
Goldman sachs group	604.27K	0.66%	$8.86M
Jennison associates	574.92K	0.63%	$8.43M
Driehaus capital management	529.75K	0.58%	$7.77M
Whetstone capital advisors	411.35K	0.45%	$6.03M
Essex investment management	288.11K	0.32%	$4.23M
Blackrock funding, inc. /de	274.71K	0.30%	$4.03M
Jane street group	247.80K	0.27%	$3.64M
Holocene advisors, lp	214.43K	0.24%	$3.15M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Whetstone capital advisors	411.35K	2.09%	$6.03M
Fj capital management	682.44K	1.13%	$10.01M
Alden global capital	98.00K	0.81%	$1.44M
Essex investment management	288.11K	0.67%	$4.23M
Ophir asset management pty	192.28K	0.33%	$2.82M
Atom investors lp	160.20K	0.17%	$2.35M
Portolan capital management	209.88K	0.16%	$3.08M
Seven grand managers	100.00K	0.10%	$1.47M
Ionic capital management	79.06K	0.08%	$1.16M
Wealthedge investment advisors	14.92K	0.08%	$218.85K

Top Buyers

Holder	Shares	% Assets	Change
Fj capital management	682.44K	1.13%	444.58K
Blackrock funding, inc. /de	274.71K	0.00%	274.71K
Whetstone capital advisors	411.35K	2.09%	226.60K
Holocene advisors, lp	214.43K	0.01%	214.43K
Jane street group	247.80K	0.00%	198.85K

Top Sellers

Holder	Shares	% Assets	Change
Ophir asset management pty	192.28K	0.33%	-793.57K
Philadelphia financial management of san francisco	-	-	-710.00K
Hood river capital management	-	-	-442.57K
Citadel advisors	113.75K	0.00%	-326.25K
Portolan capital management	209.88K	0.16%	-195.13K

New Positions

Holder	Shares	% Assets	Change	Value
Blackrock funding, inc. /de	274.71K	0.00%	274.71K	$4.03M
Holocene advisors, lp	214.43K	0.01%	214.43K	$3.15M
Renaissance	167.62K	0.00%	167.62K	$2.46M
Geode capital management	94.38K	0.00%	94.38K	$1.38M
State street	55.18K	-	55.18K	$809.53K

Sold Out

Holder	Change
Qube research	-15.89K
Penserra capital management	-17.32K
Verition fund management	-21.92K
Hrt financial lp	-31.11K
Longaeva partners	-38.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	63	53.66%	7,187,399	-8.32%	7	10.60%	51	24.39%	12	-
Dec 31, 2025	41	-	7,839,568	-	8	-	41	-	-	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Janus Henderson US Small Cap Growth	578.62K	0.64%	-6.45K
Janus Henderson Venture D	578.62K	0.64%	-
Goldman Sachs Small Cap Value A	268.39K	0.30%	45.36K
PGIM Jennison Small Company A	254.28K	0.28%	3.34K
Jennison SMid Cap Core Equity	250.94K	0.28%	-
Heptagon Driehaus US Micro Cap Eq C$ Acc	214.82K	0.24%	4.16K
Avantis US Small Cap Value ETF	211.49K	0.23%	5.64K
Strategic Advisers U.S. Total Stock	192.19K	0.21%	15.24K
iShares Russell 2000 ETF	156.92K	0.17%	1.46K
CREF Total Global Stock Account R3	136.77K	0.15%	95.86K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 27, 2026	Patel Paresh	Chief Executive Officer	Buy	$27.34K
May 26, 2026	Patel Paresh	Chief Executive Officer	Buy	$26.52K
May 22, 2026	Patel Paresh	Chief Executive Officer	Buy	$25.84K
May 21, 2026	Patel Paresh	Chief Executive Officer	Buy	$25.64K
May 20, 2026	Patel Paresh	Chief Executive Officer	Buy	$26.66K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	48	-
2026 Q1	13	-
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 40.80%, 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 0.64% of its total shares outstanding invested in 578.62K Exzeo Group shares.

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