EXZEO GROUP INC

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XZO·30234F101·US·equity·Financial Services - Insurance - Diversified-13D/G

XZO (EXZEO GROUP INC) is held by 43 institutional investors as of Q1 2026. Largest holders: JANUS HENDERSON GROUP PLC ($10.3M), GOLDMAN SACHS GROUP INC ($8.9M), JENNISON ASSOCIATES LLC ($8.4M). Net institutional sentiment: Bullish.

43

Holders

Avg rating

$69.6M

Total Value

73% (52)

Fund Consensus

38 buying - 14 selling

Smart Money Verdict

View all

65Positive MomentumStrong Convergence

Institutional (13F)52

Insider (Form 4)94

Activist (13D/13G)51

Congressional (STOCK Act)

No data

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See how XZO's score breaks down across 4 SEC sources

Holder Quality

0

★★★★★

Elite

22

★★★★

Strong

15

★★★

Solid

12

★★

Below

3

★

Weak

Held by 43 funds

Who's Trading

InsiderPPPatel PareshBuy $27KMay 19, 2026

InsiderPPPatel PareshBuy $28KMay 18, 2026

InsiderPPPatel PareshBuy $27KMay 13, 2026

InsiderPPPatel PareshBuy $28KMay 12, 2026

ActivistHCHCI Group, Inc.82.6%Feb 13, 2026

ActivistPPParesh Patel6.9%Feb 13, 2026

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (43)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JANUS HENDERSON GROUP PLC	Increased	703,304(+13.8%)	$10.3M	0.0%	-40.72%	31
GOLDMAN SACHS GROUP INC	Increased	604,273(+16.8%)	$8.9M	0.0%	-40.23%	32
JENNISON ASSOCIATES LLC	Decreased	574,917(-1.1%)	$8.4M	0.0%	-43.24%	0
DRIEHAUS CAPITAL MANAGEMENT LLC	Decreased	529,752(-3.4%)	$7.8M	0.1%	-43.24%	0
BlackRock, Inc.	New	274,710	$4M	0.0%	-12.57%	37
JANE STREET GROUP, LLC	Increased	247,803(+406.2%)	$3.6M	0.0%	-21.00%	43
Holocene Advisors, LP	New	214,426	$3.1M	0.0%	-12.57%	37
TWO SIGMA INVESTMENTS, LP	Increased	198,429(+1553.6%)	$2.9M	0.0%	-15.34%	42
MWMARSHALL WACE, LLP	Increased	188,451(+68.9%)	$2.8M	0.0%	-33.76%	39
RENAISSANCE TECHNOLOGIES LLC	New	167,618	$2.5M	0.0%	-12.57%	36
FEDERATED HERMES, INC.	Increased	145,000(+45.0%)	$2.1M	0.0%	-36.31%	35
CITADEL ADVISORS LLC	Decreased	113,748(-74.2%)	$1.7M	0.0%	-43.24%	0
VICTORY CAPITAL MANAGEMENT INC	Decreased	109,358(-9.8%)	$1.6M	0.0%	-43.24%	0
SEI INVESTMENTS CO	Decreased	107,490(-31.2%)	$1.6M	0.0%	-43.24%	0
GEODE CAPITAL MANAGEMENT, LLC	New	94,378	$1.4M	0.0%	-12.57%	35
BANK OF AMERICA CORP /DE/	Increased	58,695(+17.4%)	$861,056	0.0%	-40.13%	29
STATE STREET CORP	New	55,183	$809,535	0.0%	-12.57%	38
Boston Partners	New	54,998	$806,820	0.0%	-12.57%	34
Nuveen, LLC	New	49,222	$722,087	0.0%	-12.57%	34
UBS Group AG	Increased	44,527(+483.5%)	$653,211	0.0%	-19.98%	40

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer