XZO · NYSE · Insurance - Diversified

Exzeo Group (XZO)

Delivers software and operations services to property-and-casualty insurers and their agents.

$16.53
After hours−0.04 (−0.24%)
At close$16.57(−1.07%)

13F · 13D/G · Form 4

Institutions7.09%6.44M shares
88 holders · as of Jun 30, 2026
Insiders9.28%8.44M shares
8 holders · as of May 28, 2026
Strategic holders82.49%75.00M shares
1 holder · as of Feb 13, 2026
Other1.14%1.04M shares
remainder

90.92M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
HCI Group, Inc.Strategic10 percent owner
82.49%75.00Mfiled Feb 13, 2026
Paresh Patel1Insiderdirector, officer: Chief Executive Officer
7.34%6.57Mfiled May 28, 2026
Jupiter Topco LLCInstitution
0.80%728,237as of Jun 30, 2026
Kevin Andrew MitchellInsiderdirector, officer: President
0.79%715,135filed Dec 22, 2025
American Century Companies IncInstitution
0.66%602,830as of Jun 30, 2026
Goldman Sachs Group IncInstitution
0.63%571,335as of Jun 30, 2026
Jennison Associates LLCInstitution
0.63%568,680as of Jun 30, 2026
Whetstone Capital Advisors, LLCInstitution
0.60%541,544as of Jun 30, 2026
BlackRock, Inc.Institution
0.50%457,881as of Jun 30, 2026
Suela BulkuInsiderofficer: Chief Financial Officer
0.35%314,874filed Dec 22, 2025
Essex Investment Management Co LLCInstitution
0.30%268,704as of Jun 30, 2026
Brook Armstrong BakerInsiderofficer: General Counsel
0.27%249,026filed Dec 22, 2025
FJ Capital Management LLCInstitution
0.25%223,788as of Jun 30, 2026
Citadel Advisors LLCInstitution
0.19%172,700as of Jun 30, 2026
State Street CorpInstitution
0.16%150,003as of Jun 30, 2026
Nuveen, LLCInstitution
0.16%145,082as of Jun 30, 2026
James J. MacchiarolaInsiderdirector
0.15%140,000filed Mar 24, 2026
Jacobs Levy Equity Management, IncInstitution
0.15%139,911as of Jun 30, 2026
Robert A. Jr. LopesInsiderdirector
0.14%127,335filed Mar 10, 2026
Two Sigma Investments, LPInstitution
0.13%121,216as of Jun 30, 2026
Ionic Capital Management LLCInstitution
0.13%116,077as of Jun 30, 2026
Loreen M. SpencerInsiderdirector
0.12%110,000filed Nov 7, 2025
Irene HurstInsiderdirector
0.12%109,500filed Nov 7, 2025
Geode Capital Management, LLCInstitution
0.12%109,160as of Jun 30, 2026
Victory Capital Management IncInstitution
0.11%104,478as of Jun 30, 2026
  1. Paresh Patel's transaction reports restate only vehicles that traded; the 2026 ownership statement (6.57M) plus the 100.0K net shares acquired since is used instead.

13F, as of Jun 30, 2026

88 holders · 6.44M shares · 35 new positions · 62 increased · 22 reduced · 12 closed

HolderShares% outstandingChg q/qFiled
Jupiter Topco LLC728.2K0.80%+728.2KnewAug 14, 2026
American Century Companies Inc602.8K0.66%+602.8KnewAug 12, 2026
Goldman Sachs Group Inc571.3K0.63%−32.9KAug 14, 2026
Jennison Associates LLC568.7K0.63%−6.2KAug 3, 2026
Whetstone Capital Advisors, LLC541.5K0.60%+130.2KAug 14, 2026
BlackRock, Inc.457.9K0.50%+183.2KAug 7, 2026
Essex Investment Management Co LLC268.7K0.30%−19.4KAug 6, 2026
FJ Capital Management LLC223.8K0.25%−458.7KAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
HCI Group, Inc.82.60%75.00M13GFeb 13, 2026
Paresh Patel6.86%6.57M13GFeb 13, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
May 27, 2026
Paresh Pateldirector, officer: Chief Executive Officer
Purchase2,000$13.671,672,013
May 26, 2026
Paresh Pateldirector, officer: Chief Executive Officer
Purchase2,000$13.261,670,013
May 22, 2026
Paresh Pateldirector, officer: Chief Executive Officer
Purchase2,000$12.921,668,013
May 21, 2026
Paresh Pateldirector, officer: Chief Executive Officer
Purchase2,000$12.821,666,013
May 20, 2026
Paresh Pateldirector, officer: Chief Executive Officer
Purchase2,000$13.331,664,013
May 19, 2026
Paresh Pateldirector, officer: Chief Executive Officer
Purchase2,000$13.691,662,013
May 18, 2026
Paresh Pateldirector, officer: Chief Executive Officer
Purchase2,000$13.931,660,013
May 15, 2026
Paresh Pateldirector, officer: Chief Executive Officer
Purchase · 2 lots2,000$13.681,658,013
May 14, 2026
Paresh Pateldirector, officer: Chief Executive Officer
Purchase2,000$13.751,656,013
May 13, 2026
Paresh Pateldirector, officer: Chief Executive Officer
Purchase2,000$13.551,654,013

House and Senate disclosures

Not reported.