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Exzeo Group shares owned by Summit Investment Advisors

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

Historical chart of Summit Investment Advisors investment in Exzeo Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Exzeo Group by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.2k 630 14.67