XZONYSEServices-Prepackaged SoftwareFiscal year ends December 31
Exzeo Group, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$16.37−0.32 (-1.92%)
Close on Oct 19, 2026
- Market cap
- $1.44B
- P/E (TTM)
- 16.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
7.1%
6M of 90M shares
Institutional holders
86
33 new, 11 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
73 buys · 0 sales
Net bought $4.14M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| HCI Group, Inc. | 75,000,000 | 82.60% | 13G (passive) | Dec 31, 2025 |
| Paresh Patel | 6,572,013 | 6.86% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of XZO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Jupiter Topco LLC | 728,237 | 0.81% | $12.29M | New | 0.01% |
| American Century Companies Inc | 602,830 | 0.67% | $10.17M | New | 0.00% |
| Goldman Sachs Group Inc | 571,335 | 0.63% | $9.64M | −32,938 | 0.00% |
| Jennison Associates LLC | 568,680 | 0.63% | $9.59M | −6,237 | 0.01% |
| Whetstone Capital Advisors, LLC | 541,544 | 0.60% | $9.14M | +130,191 | 2.40% |
| BlackRock, Inc. | 457,881 | 0.51% | $7.72M | +183,171 | 0.00% |
| Essex Investment Management Co LLC | 268,704 | 0.30% | $4.53M | −19,407 | 0.59% |
| FJ Capital Management LLC | 223,788 | 0.25% | $3.78M | −458,652 | 0.49% |
| Citadel Advisors LLC | 172,700 | 0.19% | $2.91M | +58,952 | 0.00% |
| State Street Corp | 150,003 | 0.17% | $2.53M | +94,820 | 0.00% |
| Nuveen, LLC | 145,082 | 0.16% | $2.45M | +95,860 | 0.00% |
| Jacobs Levy Equity Management, Inc | 139,911 | 0.16% | $2.36M | New | 0.01% |
| Two Sigma Investments, LP | 121,216 | 0.13% | $2.04M | −77,213 | 0.00% |
| Ionic Capital Management LLC | 116,077 | 0.13% | $1.96M | +37,022 | 0.28% |
| Geode Capital Management, LLC | 109,160 | 0.12% | $1.84M | +14,782 | 0.00% |
| Victory Capital Management Inc | 104,478 | 0.12% | $1.76M | −4,880 | 0.00% |
| Atom Investors LP | 98,058 | 0.11% | $1.65M | −62,138 | 0.15% |
| Alden Global Capital LLC | 98,005 | 0.11% | $1.65M | – | 0.61% |
| Renaissance Technologies LLC | 71,878 | 0.08% | $1.21M | −95,740 | 0.00% |
| Boston Partners | 67,998 | 0.08% | $1.15M | +13,000 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 86 | 6M | 7.1% | 33 / 27 | 22 / 11 | 3M | 3M |
| Q1 2026 | 65 | 7M | 8.0% | 38 / 15 | 12 / 14 | 3M | 3M |
| Q4 2025 | 41 | 8M | 8.7% | 41 / 0 | 0 / 0 | 8M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of XZO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Janus Henderson Venture Fund | 599,318 | 0.67% | $10.11M | 0.28% | Jun 30, 2026 |
| PGIM Jennison Small Company Fund | 235,628 | 0.26% | $3.98M | 0.11% | Jun 30, 2026 |
| Goldman Sachs Small Cap Value Fund | 220,928 | 0.25% | $3.06M | 0.33% | May 31, 2026 |
| iShares Russell 2000 ETF | 214,394 | 0.24% | $3.62M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 211,494 | 0.23% | $2.93M | 0.01% | May 31, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 206,717 | 0.23% | $2.86M | 0.00% | May 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 136,770 | 0.15% | $2.31M | 0.00% | Jun 30, 2026 |
| Victory RS Small Cap Growth Fund | 104,478 | 0.12% | $1.76M | 0.43% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 90,458 | 0.10% | $1.40M | 0.00% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 77,229 | 0.09% | $1.30M | 0.01% | Jun 30, 2026 |
| 1290 Essex Small Cap Growth Fund | 46,440 | 0.05% | $720.75K | 0.62% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 39,434 | 0.04% | $546.16K | 0.00% | May 31, 2026 |
| Avantis U.S. Small Cap Equity ETF | 35,675 | 0.04% | $494.10K | 0.02% | May 31, 2026 |
| Penn Series Small Cap Value Fund | 33,414 | 0.04% | $563.69K | 0.34% | Jun 30, 2026 |
| Boston Partners Long/Short Equity Fund | 31,229 | 0.03% | $432.52K | 0.35% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Paresh Patel | Chief Executive Officer, Director | 1,672,013 | 1.86% | May 28, 2026 |
| Kevin Andrew Mitchell | President, Director | 715,135 | 0.79% | Dec 22, 2025 |
| Suela Bulku | Chief Financial Officer | 314,874 | 0.35% | Dec 22, 2025 |
| Brook Armstrong Baker | General Counsel | 239,006 | 0.27% | Dec 22, 2025 |
| James J. Macchiarola | Director | 140,000 | 0.16% | Mar 24, 2026 |
| Robert A. Lopes Jr. | Director | 127,335 | 0.14% | Mar 10, 2026 |
| Loreen M. Spencer | Director | 110,000 | 0.12% | Nov 7, 2025 |
| Irene Hurst | Director | 109,500 | 0.12% | Nov 7, 2025 |
| HCI Group, Inc. | 10% owner | 75,000,000 | 83.25% | Nov 4, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paresh Patel Chief Executive Officer, Director | May 27, 2026 | Buy | +2,000 | $13.67 | $27.34K | 1,672,013 |
| Paresh Patel Chief Executive Officer, Director | May 26, 2026 | Buy | +2,000 | $13.26 | $26.52K | 1,670,013 |
| Paresh Patel Chief Executive Officer, Director | May 22, 2026 | Buy | +2,000 | $12.92 | $25.84K | 1,668,013 |
| Paresh Patel Chief Executive Officer, Director | May 21, 2026 | Buy | +2,000 | $12.82 | $25.64K | 1,666,013 |
| Paresh Patel Chief Executive Officer, Director | May 20, 2026 | Buy | +2,000 | $13.33 | $26.66K | 1,664,013 |
| Paresh Patel Chief Executive Officer, Director | May 19, 2026 | Buy | +2,000 | $13.69 | $27.38K | 1,662,013 |
| Paresh Patel Chief Executive Officer, Director | May 18, 2026 | Buy | +2,000 | $13.93 | $27.86K | 1,660,013 |
| Paresh Patel Chief Executive Officer, Director | May 15, 2026 | Buy | +1,500 | $13.72 | $20.58K | 1,658,013 |
| Paresh Patel Chief Executive Officer, Director | May 15, 2026 | Buy | +500 | $13.55 | $6.78K | 1,656,513 |
| Paresh Patel Chief Executive Officer, Director | May 14, 2026 | Buy | +2,000 | $13.75 | $27.50K | 1,656,013 |
| Paresh Patel Chief Executive Officer, Director | May 13, 2026 | Buy | +2,000 | $13.55 | $27.10K | 1,654,013 |
| Paresh Patel Chief Executive Officer, Director | May 12, 2026 | Buy | +2,000 | $13.85 | $27.70K | 1,652,013 |
| Paresh Patel Chief Executive Officer, Director | May 11, 2026 | Buy | +2,000 | $13.99 | $27.98K | 1,650,013 |
| Paresh Patel Chief Executive Officer, Director | May 8, 2026 | Buy | +2,000 | $13.52 | $27.04K | 1,648,013 |
| Paresh Patel Chief Executive Officer, Director | May 7, 2026 | Buy | +2,000 | $15.11 | $30.22K | 1,646,013 |
| Paresh Patel Chief Executive Officer, Director | May 6, 2026 | Buy | +344 | $17.33 | $5.96K | 1,642,357 |
| Paresh Patel Chief Executive Officer, Director | May 6, 2026 | Buy | +1,656 | $17.31 | $28.67K | 1,644,013 |
| Paresh Patel Chief Executive Officer, Director | May 5, 2026 | Buy | +500 | $17.05 | $8.53K | 1,642,013 |
| Paresh Patel Chief Executive Officer, Director | May 5, 2026 | Buy | +1,500 | $17.13 | $25.70K | 1,641,513 |
| Paresh Patel Chief Executive Officer, Director | May 4, 2026 | Buy | +100 | $16.52 | $1.65K | 1,638,513 |
| Paresh Patel Chief Executive Officer, Director | May 4, 2026 | Buy | +400 | $16.51 | $6.60K | 1,638,413 |
| Paresh Patel Chief Executive Officer, Director | May 4, 2026 | Buy | +1,200 | $16.61 | $19.93K | 1,639,713 |
| Paresh Patel Chief Executive Officer, Director | May 4, 2026 | Buy | +300 | $16.47 | $4.94K | 1,640,013 |
| Paresh Patel Chief Executive Officer, Director | May 1, 2026 | Buy | +2,000 | $16.53 | $33.06K | 1,638,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 30, 2026 | Buy | +2,000 | $15.91 | $31.82K | 1,636,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 29, 2026 | Buy | +2,000 | $16.22 | $32.44K | 1,634,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 28, 2026 | Buy | +2,000 | $16.68 | $33.36K | 1,632,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 27, 2026 | Buy | +2,000 | $16.88 | $33.76K | 1,630,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 24, 2026 | Buy | +2,000 | $16.21 | $32.42K | 1,628,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 23, 2026 | Buy | +2,000 | $16.62 | $33.24K | 1,626,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 22, 2026 | Buy | +2,000 | $16.46 | $32.92K | 1,624,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 21, 2026 | Buy | +2,000 | $17.28 | $34.56K | 1,622,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 20, 2026 | Buy | +2,000 | $17.48 | $34.96K | 1,620,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 17, 2026 | Buy | +2,000 | $16.94 | $33.88K | 1,618,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 16, 2026 | Buy | +2,000 | $16.76 | $33.52K | 1,616,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 15, 2026 | Buy | +2,000 | $16.43 | $32.86K | 1,614,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 14, 2026 | Buy | +130 | $16.18 | $2.10K | 1,610,413 |
| Paresh Patel Chief Executive Officer, Director | Apr 14, 2026 | Buy | +270 | $16.17 | $4.37K | 1,610,283 |
| Paresh Patel Chief Executive Officer, Director | Apr 14, 2026 | Buy | +166 | $16.19 | $2.69K | 1,610,579 |
| Paresh Patel Chief Executive Officer, Director | Apr 14, 2026 | Buy | +1,434 | $16.14 | $23.14K | 1,612,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 13, 2026 | Buy | +2,000 | $15.13 | $30.26K | 1,610,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 10, 2026 | Buy | +2,000 | $15.38 | $30.76K | 1,608,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 9, 2026 | Buy | +2,000 | $15.74 | $31.48K | 1,606,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 8, 2026 | Buy | +2,000 | $15.05 | $30.10K | 1,604,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 7, 2026 | Buy | +2,000 | $14.22 | $28.44K | 1,602,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 6, 2026 | Buy | +2,000 | $14.26 | $28.52K | 1,600,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 2, 2026 | Buy | +2,000 | $13.79 | $27.58K | 1,598,013 |
| Paresh Patel Chief Executive Officer, Director | Apr 1, 2026 | Buy | +2,000 | $14.94 | $29.88K | 1,596,013 |
| Paresh Patel Chief Executive Officer, Director | Mar 31, 2026 | Buy | +2,000 | $14.44 | $28.88K | 1,594,013 |
| Paresh Patel Chief Executive Officer, Director | Mar 30, 2026 | Buy | +2,000 | $14.08 | $28.16K | 1,592,013 |
| Paresh Patel Chief Executive Officer, Director | Mar 27, 2026 | Buy | +2,000 | $13.89 | $27.78K | 1,590,013 |
| Paresh Patel Chief Executive Officer, Director | Mar 26, 2026 | Buy | +2,000 | $14.52 | $29.04K | 1,588,013 |
| Paresh Patel Chief Executive Officer, Director | Mar 25, 2026 | Buy | +2,000 | $14.81 | $29.62K | 1,586,013 |
| Paresh Patel Chief Executive Officer, Director | Mar 24, 2026 | Buy | +2,000 | $14.99 | $29.98K | 1,584,013 |
| James J. Macchiarola Director | Mar 23, 2026 | Buy | +4,000 | $15.12 | $60.48K | 140,000 |
| Paresh Patel Chief Executive Officer, Director | Mar 23, 2026 | Buy | +2,000 | $14.93 | $29.86K | 1,582,013 |
| Paresh Patel Chief Executive Officer, Director | Mar 20, 2026 | Buy | +2,000 | $15.50 | $31.00K | 1,580,013 |
| Paresh Patel Chief Executive Officer, Director | Mar 19, 2026 | Buy | +2,000 | $15.36 | $30.72K | 1,578,013 |
| Paresh Patel Chief Executive Officer, Director | Mar 18, 2026 | Buy | +2,000 | $16.30 | $32.60K | 1,576,013 |
| Paresh Patel Chief Executive Officer, Director | Mar 17, 2026 | Buy | +2,000 | $15.68 | $31.36K | 1,574,013 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.