Renaissance Investment Group LLC XYL — XYLEM INC SHS ISSUED

Ownership history in Renaissance Investment Group LLC  ·  34 quarters on record

AI Ownership Summary

Renaissance Investment Group LLC reported XYLEM INC SHS ISSUED (XYL) in 34 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.44% in 2025 Q3. The latest visible filing shows XYL at 2.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XYL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Renaissance Investment Group LLC's position in XYLEM INC SHS ISSUED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XYL was reported at 2.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.44% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XYL stock page Renaissance Investment Group LLC fund profile Renaissance Investment Group LLC full holdings
How Renaissance Investment Group LLC held XYL — position size vs. price
% of Fund (quarterly)    XYL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 83,403 +860 +1.0% 2.14% $10.0M 2026-04-15 $124.70
2025 Q4 ADDED — — — 82,543 +781 +1.0% 2.26% $11.2M 2026-01-06 $140.30
2025 Q3 ADDED — — — 81,762 +332 +0.4% 2.44% $12.1M 2025-10-07 $146.64
2025 Q2 ADDED — — — 81,430 +573 +0.7% 2.29% $10.5M 2025-07-09 $129.86
2025 Q1 ADDED — — — 80,857 +1,443 +1.8% 2.35% $9.7M 2025-05-07 $119.16
2024 Q4 ADDED — — — 79,414 +1,231 +1.6% 1.94% $9.2M 2025-01-16 $116.69
2024 Q3 ADDED — — — 78,183 +779 +1.0% 2.20% $10.6M 2024-10-10 $131.25
2024 Q2 ADDED — — — 77,404 +2,497 +3.3% 2.25% $10.3M 2024-07-10 $133.02
2024 Q1 ADDED — — — 74,907 +1,650 +2.3% 2.22% $9.7M 2024-04-29 $129.03
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XYL

As of 2026 Q1 — sorted by position size

Redwood Grove Capital, LLC 3Y 5.64% ECOFI INVESTISSEMENTS SA 5.53% Foresight Group Ltd Liability Partnership 4.17% FERNBRIDGE CAPITAL MANAGEMENT LP 3Y 4.11% XXEC, Inc. 3Y 4.08% Impax Asset Management Group plc 3Y 7Y 3.82% EDENTREE ASSET MANAGEMENT Ltd 3.69% J. Stern & Co. LLP 3.33% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 2.82% LGT CAPITAL PARTNERS LTD. 3Y 7Y 2.66%

FAQ About Renaissance Investment Group LLC and XYL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Renaissance Investment Group LLC reported owning XYL?

Renaissance Investment Group LLC reported XYL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported XYL position in Renaissance Investment Group LLC's portfolio?

The largest reported portfolio weight for XYL was 2.44% in 2025 Q3.

What is the latest reported XYL position on this page?

The most recent filing on this page is 2026 Q1, when Renaissance Investment Group LLC reported 83,403 shares, equal to 2.14% of portfolio, with an estimated market value of $10.0M.

What does the chart on this XYL ownership page compare?

The chart compares Renaissance Investment Group LLC's quarterly XYL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Renaissance Investment Group LLC time their XYL position?

Based on 13F filing dates vs. subsequent XYL price moves, Renaissance Investment Group LLC correctly timed 19 out of 33 reported position changes (58%). The annualised alpha on XYL relative to SPY over the holding period was -4.5%.

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