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Exzeo Group shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Exzeo Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Exzeo Group by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $200k 12k 16.87

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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