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Exzeo Group shares owned by Creative Planning

Quarter-by-quarter ownership of Exzeo Group (XZO) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Exzeo Group

Tip: Access up to 7 years of quarterly data

All positions including Exzeo Group held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exzeo Group by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $386k 23k 16.87

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View all positions for Creative Planning

Top funds holding Exzeo Group

Jupiter Topco
Henderson Group
American Century Companies
Goldman Sachs Group
Jennison Associates
Whetstone Capital Advisors
BlackRock
Essex Investment Management
FJ Capital Management
Citadel Advisors
Nuveen
Jacobs Levy Equity Management
Two Sigma Investments
Ionic Capital Management
Geode Capital Management

View all funds holding Exzeo Group