SRS Capital Advisors »

Exzeo Group shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Exzeo Group

Tip: Access up to 7 years of quarterly data

All positions including Exzeo Group held by SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.7k 514 16.87

More positions owned by SRS Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Comfort Systems USA (FIX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for SRS Capital 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