New Positions
40 managers initiated
Top five by reported value
Exzeo Group Inc NEW YORK STOCK EXCHANGE, INC.:XZO
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31.
40 new0 added0 reduced0 exited
Total Institutional Holders
40
as of 2025-12-31
Top Holder
Ophir Asset Management Pty Ltd
$23.9M
Largest QoQ Increase
Ophir Asset Management Pty Ltd
+985,845 sh
Largest QoQ Decrease
—
New Positions(40)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Ophir Asset Management Pty Ltd | 985,845 | +985,845 | $23.9M | +$23.9M | — |
| Philadelphia Financial Management of San Francisco, LLC | 710,000 | +710,000 | $17.2M | +$17.2M | — |
| JANUS HENDERSON GROUP PLC | 618,178 | +618,178 | $15.0M | +$15.0M | — |
| JENNISON ASSOCIATES LLC | 581,262 | +581,262 | $14.1M | +$14.1M | — |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 548,432 | +548,432 | $13.3M | +$13.3M | — |
| GOLDMAN SACHS GROUP INC | 517,566 | +517,566 | $12.6M | +$12.6M | — |
| Hood River Capital Management LLC | 442,568 | +442,568 | $10.7M | +$10.7M | — |
| CITADEL ADVISORS LLC | 440,000 | +440,000 | $10.7M | +$10.7M | — |
| Portolan Capital Management, LLC | 405,014 | +405,014 | $9.8M | +$9.8M | — |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 291,076 | +291,076 | $7.1M | +$7.1M | — |
| FJ Capital Management LLC | 237,856 | +237,856 | $5.8M | +$5.8M | — |
| Whetstone Capital Advisors, LLC | 184,753 | +184,753 | $4.5M | +$4.5M | — |
| Atom Investors LP | 160,343 | +160,343 | $3.9M | +$3.9M | — |
| MILLENNIUM MANAGEMENT LLC | 156,641 | +156,641 | $3.8M | +$3.8M | — |
| SEI INVESTMENTS CO | 156,221 | +156,221 | $3.8M | +$3.8M | — |
| SEVEN GRAND MANAGERS, LLC | 150,000 | +150,000 | $3.6M | +$3.6M | — |
| Alden Global Capital LLC | 122,507 | +122,507 | $3.0M | +$3.0M | — |
| VICTORY CAPITAL MANAGEMENT INC | 121,248 | +121,248 | $2.9M | +$2.9M | — |
| MARSHALL WACE, LLP | 111,565 | +111,565 | $2.7M | +$2.7M | — |
| Balyasny Asset Management LLC | 100,000 | +100,000 | $2.4M | +$2.4M | — |
| FEDERATED HERMES, INC. | 100,000 | +100,000 | $2.4M | +$2.4M | — |
| Schonfeld Strategic Advisors LLC | 85,083 | +85,083 | $2.1M | +$2.1M | — |
| HBK INVESTMENTS L P | 80,000 | +80,000 | $1.9M | +$1.9M | — |
| D. E. Shaw & Co., Inc. | 75,010 | +75,010 | $1.8M | +$1.8M | — |
| Zimmer Partners, LP | 75,000 | +75,000 | $1.8M | +$1.8M | — |
| BANK OF AMERICA CORP /DE/ | 50,000 | +50,000 | $1.2M | +$1.2M | — |
| JANE STREET GROUP, LLC | 48,954 | +48,954 | $1.2M | +$1.2M | — |
| BlueCrest Capital Management Ltd | 40,000 | +40,000 | $970.0K | +$970.0K | — |
| Longaeva Partners L.P. | 38,000 | +38,000 | $921.5K | +$921.5K | — |
| Verition Fund Management LLC | 21,923 | +21,923 | $531.6K | +$531.6K | — |
| PARSONS CAPITAL MANAGEMENT INC/RI | 17,500 | +17,500 | $424.4K | +$424.4K | — |
| Qube Research & Technologies Ltd | 15,893 | +15,893 | $385.4K | +$385.4K | — |
| Ionic Capital Management LLC | 13,519 | +13,519 | $327.8K | +$327.8K | — |
| TWO SIGMA INVESTMENTS, LP | 12,000 | +12,000 | $291.0K | +$291.0K | — |
| MORGAN STANLEY | 8,148 | +8,148 | $197.6K | +$197.6K | — |
| UBS Group AG | 7,631 | +7,631 | $185.1K | +$185.1K | — |
| WELLS FARGO & COMPANY/MN | 500 | +500 | $12.1K | +$12.1K | — |
| Quantbot Technologies LP | 69 | +69 | $1.7K | +$1.7K | — |
| HRT FINANCIAL LP | 31,113 | +31,113 | $754 | +$754 | — |
| Penserra Capital Management LLC | 17,322 | +17,322 | $420 | +$420 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
New & Closed Positions this quarter
Closed Positions
0 managers exited
Top five by prior-quarter value
No managers exited their positions this quarter.
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for XZO against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.