EverSource Wealth Advisors »

Exzeo Group shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Exzeo Group (XZO) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Exzeo Group

Tip: Access up to 7 years of quarterly data

All positions including Exzeo Group held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Exzeo Group by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $691 41 16.88

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Apple Stock (AAPL)
Praxis Impact Large Cap Value Etf Etf (PRXV)
iShares Gold Trust ETF Etf (IAU)
Nvidia Corporation Stock (NVDA)
Applied Matls Stock (AMAT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)
Amazon Stock (AMZN)
Broadcom Stock (AVGO)

View all positions for EverSource Wealth Advisors

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