How many institutions own XZO stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own XZO shares is 7, representing 0.67% of the company's common stock.

Who are the major shareholders selling Exzeo Group, Inc. stock?

N/A, in the last quarter, reduced its stake in XZO by N/A restricting it's holding to - shares of worth nearly -. N/A also lessened N/A of the XZO shares from its portfolio, reducing its holding to - shares of worth -. N/A also shunned XZO shares holding by N/A last quarter which brought its holding to - shares worth -.

Investors who are buying XZO stock?

As per its latest 13F filing, OPHIR ASSET MANAGEMENT PTY LTD increased its stake in XZO by 100% in the last quarter. The institutional holder raised its holding to 985.85 thousand shares having worth more than $23.91M. PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC also added 100% more shares of XZO to its portfolio, raising its holding to 710 thousand shares of worth $17.22M. JANUS HENDERSON GROUP PLC also increased its XZO shares holding by 100% which brought its holding to 618.18 thousand shares worth $14.99M.

XZO's major insiders: who are they?

The insider with the most stakes in XZO is Patel Paresh , Chief Executive Officer at the company. Additionally, XZO stock is highly held by director Lopes Robert A. Jr. and N/A N/A among others.

Did an insider recently sell XZO stock?

Company executives, directors, and other insiders own 86.27% percent of Exzeo Group, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which XZO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased XZO stock?

There have been 6 transaction(s) during the past 6-months in which Exzeo Group, Inc. insiders have bought stock, totalling 12500 shares

How much of XZO does insiders own?

Around 8.02M Exzeo Group, Inc. shares are held by insiders, which represents about 86.27% of XZO stock.

Who is the insider with the largest stake?

XZO Chief Executive Officer, Patel Paresh holds the largest portfolio of the company's shares. XZO shares owned by Patel total nearly 1.58 million.

Which institution holds the most shares in XZO?

OPHIR ASSET MANAGEMENT PTY LTD is the largest institutional owner in XZO which holds 985.85 thousand shares worth $23.91M or 1.09% of the total XZO shares outstanding followed by PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC with ownership of 710 thousand shares representing 0.78% of the XZO ownership. JANUS HENDERSON GROUP PLC is the third largest stakeholder with 618.18 thousand shares or 0.68% of the ownership worth more than $14.99M.

Is Exzeo Group, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the XZO is concerned, it is a stock which is not optionable.

Is there a short position on XZO's shares?

Number of XZO shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding XZO shares are there?

As of today, null shares of XZO are outstanding.

Is there many float in XZO stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, XZO has null shares in float.

XZO short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for XZO is null.

Exzeo Group (XZO) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

86.27% Percentage of Shares held by All Insiders

0.67% Percentage of Shares held by All Institutions

4.89% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 0.67% of XZO shares are held by financial institutions. OPHIR ASSET MANAGEMENT PTY LTD is the top corporate investor, holding 985.85K shares valued at $23.91M. A 1.09% stake in Exzeo Group, Inc. is owned by the company. PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC owns 710K shares valued at $17.22M, which translates its holding of 0.78% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	OPHIR ASSET MANAGEMENT PTY LTD	1.09%	985.85K	23.91M	985.85K	+100.00%
Dec 31, 2025	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	0.78%	710K	17.22M	710K	+100.00%
Dec 31, 2025	JANUS HENDERSON GROUP PLC	0.68%	618.18K	14.99M	618.18K	+100.00%
Dec 31, 2025	JENNISON ASSOCIATES LLC	0.64%	581.26K	14.1M	581.26K	+100.00%
Dec 31, 2025	DRIEHAUS CAPITAL MANAGEMENT LLC	0.6%	548.43K	13.3M	548.43K	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.57%	517.57K	12.55M	517.57K	+100.00%
Dec 31, 2025	HOOD RIVER CAPITAL MANAGEMENT LLC	0.49%	442.57K	10.73M	442.57K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.48%	440K	10.67M	440K	+100.00%
Dec 31, 2025	PORTOLAN CAPITAL MANAGEMENT, LLC	0.45%	405.01K	9.82M	405.01K	+100.00%
Dec 31, 2025	ESSEX INVESTMENT MANAGEMENT CO LLC	0.32%	291.08K	7.06M	291.08K	+100.00%
Dec 31, 2025	FJ CAPITAL MANAGEMENT LLC	0.26%	237.86K	5.77M	237.86K	+100.00%
Dec 31, 2025	WHETSTONE CAPITAL ADVISORS, LLC	0.2%	184.75K	4.48M	184.75K	+100.00%
Dec 31, 2025	ATOM INVESTORS LP	0.18%	160.34K	3.89M	160.34K	+100.00%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.17%	156.64K	3.8M	156.64K	+100.00%
Dec 31, 2025	SEI INVESTMENTS CO	0.17%	156.22K	3.79M	156.22K	+100.00%
Dec 31, 2025	SEVEN GRAND MANAGERS, LLC	0.17%	150K	3.64M	150K	+100.00%
Dec 31, 2025	ALDEN GLOBAL CAPITAL LLC	0.14%	122.51K	2.97M	122.51K	+100.00%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.13%	121.25K	2.94M	121.25K	+100.00%
Dec 31, 2025	MARSHALL WACE, LLP	0.12%	111.57K	2.71M	111.57K	+100.00%
Dec 31, 2025	FEDERATED HERMES, INC.	0.11%	100K	2.43M	100K	+100.00%
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.11%	100K	2.43M	100K	+100.00%
Dec 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.09%	85.08K	2.06M	85.08K	+100.00%
Dec 31, 2025	HBK INVESTMENTS L P	0.09%	80K	1.94M	80K	+100.00%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.08%	75.01K	1.82M	75.01K	+100.00%
Dec 31, 2025	ZIMMER PARTNERS, LP	0.08%	75K	1.82M	75K	+100.00%
Dec 31, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.07%	60.83K	1.48M	60.83K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.06%	50K	1.21M	50K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.05%	48.95K	1.19M	48.95K	+100.00%
Dec 31, 2025	BLUECREST CAPITAL MANAGEMENT LTD	0.04%	40K	970K	40K	+100.00%
Dec 31, 2025	LONGAEVA PARTNERS L.P.	0.04%	38K	921.5K	38K	+100.00%
Dec 31, 2025	HRT FINANCIAL LP	0.03%	31.11K	754K	31.11K	+100.00%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.02%	21.92K	531.63K	21.92K	+100.00%
Dec 31, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.02%	17.5K	424.38K	17.5K	+100.00%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.02%	17.32K	420K	17.32K	+100.00%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	15.89K	385.41K	15.89K	+100.00%
Dec 31, 2025	IONIC CAPITAL MANAGEMENT LLC	0.01%	13.52K	327.84K	13.52K	+100.00%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.01%	12K	291K	12K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.01%	8.15K	197.59K	8.15K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.01%	7.63K	185.05K	7.63K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	500	12.13K	500	+100.00%
Dec 31, 2025	QUANTBOT TECHNOLOGIES LP	0%	69	1.67K	69	+100.00%

Insiders

Among the XZO insiders holding of 86.27% of the stake in company, PATEL PARESH, Chief Executive Officer, holds the largest shares of 1.58M. LOPES ROBERT A. JR., director, is the second largest XZO insider with ownership of 127.34K shares. , , stands third with possession of - shares of that stake.

Insiders	Designation	Shares Held
PATEL PARESH	Chief Executive Officer	1.58M
LOPES ROBERT A. JR.	director	127.34K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 23, 2026	PATEL PARESH	PURCHASE	14.93	2K	29.86K	1.58M
Mar 20, 2026	PATEL PARESH	PURCHASE	15.50	2K	31K	1.58M
Mar 19, 2026	PATEL PARESH	PURCHASE	15.36	2K	30.72K	1.58M
Mar 18, 2026	PATEL PARESH	PURCHASE	16.30	2K	32.6K	1.58M
Mar 17, 2026	PATEL PARESH	PURCHASE	15.68	2K	31.36K	1.57M
Mar 09, 2026	LOPES ROBERT A. JR.	PURCHASE	15.35	2.5K	38.38K	127.34K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE12.5K6

SALES00

NET SHARES12.5K6

SHARES HELD8.02M6

% NET SHARES-99.84%0%

XZO Stock Ownership Breakdown

Exzeo Group

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions