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Ownership

Who owns Exzeo Group, Inc., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

Paresh Patel February 13, 2026

Paresh Patel: 6.9% · 6,572,013 shares

HCI Group, Inc. February 13, 2026

HCI Group, Inc.: 82.6% · 75,000,000 shares

Super investors holding XZO

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Exzeo Group, Inc. they hold. Together these 107 managers report 11.22% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
Philadelphia Financial Management of San Francisco, LLC $17.2M 710,000 1.85% 0.79% December 31, 2025
Jupiter Topco LLC $12.3M 728,237 0.01% 0.81% June 30, 2026

105 more institutional holders behind a free account

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Funds holding XZO

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 68 funds hold 2.75% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
Janus Henderson Venture Fund $10.1M 0.28% 0.67% June 30, 2026
Strategic Advisers U.S. Total Stock Fund $4.9M 0.01% 0.32% February 28, 2026

66 more funds behind a free account

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