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
Download as csvQuarterly 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 |
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