Exzeo Group, Inc.: which funds bought and sold

Institutions that bought and sold Exzeo Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 57 institutions that filed 13F reports for both quarters added to or opened positions in Exzeo Group, and 33 cut or closed them. Together they sold a net 852K shares, −13.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 158K shares (−6.7%); index fund managers were net buyers of 321K shares (+59.9%). 31 opened a new position and 11 sold out entirely.

Bought, Q2 2026 57 institutions, 31 of them new holders Sold, Q2 2026 33 institutions, 11 of them sold out

Net change, all compared −852K shares (−13.1%)

Net change, active managers −158K shares (−6.7%), 12 bought, 13 sold

Buyers versus sellers

institutions compared, 94

57 bought 4 33 sold

Active managers and hedge funds 12 bought · 13 sold · −158K

Index fund managers 7 bought · 1 sold · +321K

Other institutions 38 bought · 19 sold · −1.0M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+603K New position	603K	$10.2M
Blackrock, Inc. Index funds	+183K +66.7%	458K	$7.7M
Jacobs Levy Equity Management, Inc Active manager	+140K New position	140K	$2.4M
Whetstone Capital Advisors, LLC	+130K +31.6%	542K	$9.1M
Nuveen, LLC	+96K +194.8%	145K	$2.4M
State Street Corp Index funds	+95K +171.8%	150K	$2.5M
Trexquant Investment LP Hedge fund	+63K New position	63K	$1.1M
Citadel Advisors LLC Hedge fund	+59K +51.8%	173K	$2.9M
BNP Paribas Financial Markets	+56K +482.1%	68K	$1.1M
HRT Financial LP	+53K New position	53K	$898,000
Balyasny Asset Management L.P. Hedge fund	+52K New position	52K	$871,133
Tudor Investment Corp Et Al Hedge fund	+49K New position	49K	$829,144
Strs Ohio	+45K +3476.9%	47K	$784,455
Ionic Capital Management LLC	+37K +46.8%	116K	$2M
Creative Planning	+23K New position	23K	$386,407
AQR Capital Management LLC Hedge fund	+22K New position	22K	$371,006
Qube Research & Technologies Ltd Hedge fund	+18K New position	18K	$308,873
Cornerstone Investment Partners, LLC	+18K New position	18K	$303,002
Bank Of New York Mellon Corp	+17K New position	17K	$287,195
Engineers Gate Manager LP Hedge fund	+16K New position	16K	$271,658

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+603K New position	603K	$10.2M
Jacobs Levy Equity Management, Inc Active manager	+140K New position	140K	$2.4M
Trexquant Investment LP Hedge fund	+63K New position	63K	$1.1M
Citadel Advisors LLC Hedge fund	+59K +51.8%	173K	$2.9M
Balyasny Asset Management L.P. Hedge fund	+52K New position	52K	$871,133
Tudor Investment Corp Et Al Hedge fund	+49K New position	49K	$829,144
AQR Capital Management LLC Hedge fund	+22K New position	22K	$371,006
Qube Research & Technologies Ltd Hedge fund	+18K New position	18K	$308,873
Engineers Gate Manager LP Hedge fund	+16K New position	16K	$271,658
Boston Partners Active manager	+13K +23.6%	68K	$1.1M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Driehaus Capital Management LLC Active manager	−530K Sold out	0	—
Fj Capital Management LLC	−459K −67.2%	224K	$3.8M
Jane Street Group, LLC	−231K −93.1%	17K	$288,224
Holocene Advisors, LP Hedge fund	−214K Sold out	0	—
Portolan Capital Management, LLC	−210K Sold out	0	—
Ophir Asset Management Pty Ltd	−192K Sold out	0	—
Marshall Wace, LLP Hedge fund	−148K −78.3%	41K	$689,510
Seven Grand Managers, LLC	−100K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−96K −57.1%	72K	$1.2M
Federated Hermes, Inc. Active manager	−80K −55.2%	65K	$1.1M
Two Sigma Investments, LP Hedge fund	−77K −38.9%	121K	$2M
Sei Investments Co	−62K −58.1%	45K	$759,437
Atom Investors LP	−62K −38.8%	98K	$1.7M
Y-Intercept (Hong Kong) Ltd	−46K Sold out	0	—
UBS Group AG	−41K −91.4%	3,830	$64,612
Bank Of America Corp	−37K −63.0%	22K	$366,079
Goldman Sachs Group Inc	−33K −5.5%	571K	$9.6M
Quadrature Capital Ltd Hedge fund	−23K Sold out	0	—
Acadian Asset Management LLC Active manager	−21K Sold out	0	—
Essex Investment Management Co LLC	−19K −6.7%	269K	$4.5M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Driehaus Capital Management LLC Active manager	−530K Sold out	0	—
Holocene Advisors, LP Hedge fund	−214K Sold out	0	—
Marshall Wace, LLP Hedge fund	−148K −78.3%	41K	$689,510
Renaissance Technologies LLC Hedge fund	−96K −57.1%	72K	$1.2M
Federated Hermes, Inc. Active manager	−80K −55.2%	65K	$1.1M
Two Sigma Investments, LP Hedge fund	−77K −38.9%	121K	$2M
Quadrature Capital Ltd Hedge fund	−23K Sold out	0	—
Acadian Asset Management LLC Active manager	−21K Sold out	0	—
Gotham Asset Management, LLC Hedge fund	−10K Sold out	0	—
Jennison Associates LLC Active manager	−6,237 −1.1%	569K	$9.6M

New positions

largest by value

Institution	Shares	Value June 30, 2026
American Century Companies IncActive manager	603K	$10.2M
Jacobs Levy Equity Management, IncActive manager	140K	$2.4M
Trexquant Investment LPHedge fund	63K	$1.1M
HRT Financial LP	53K	$898,000
Balyasny Asset Management L.P.Hedge fund	52K	$871,133
Tudor Investment Corp Et AlHedge fund	49K	$829,144
Creative Planning	23K	$386,407
AQR Capital Management LLCHedge fund	22K	$371,006
Qube Research & Technologies LtdHedge fund	18K	$308,873
Cornerstone Investment Partners, LLC	18K	$303,002

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Driehaus Capital Management LLCActive manager	530K	$7.8M
Holocene Advisors, LPHedge fund	214K	$3.1M
Portolan Capital Management, LLC	210K	$3.1M
Ophir Asset Management Pty Ltd	192K	$2.8M
Seven Grand Managers, LLC	100K	$1.5M
Y-Intercept (Hong Kong) Ltd	46K	$677,695
Quadrature Capital LtdHedge fund	23K	$335,870
Acadian Asset Management LLCActive manager	21K	$311,000
Truist Financial Corp	18K	$256,725
Wealthedge Investment Advisors, LLC	15K	$218,847

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 84
Ten largest holders: 67.4%
Index fund managers: 13.5%
Active managers and hedge funds: 34.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	12	13	10	5	−158K	−6.7%
Index fund managers	7	1	0	0	+321K	+59.9%
Other institutions	38	19	21	6	−1.0M	−28.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Exzeo Group.

Only managers that filed a holdings report for both quarters are compared (94 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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