Position in XZO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,147,126
+$340,306 QoQ
Shares Held
67,998
+23.6% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 84 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XZO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Boston Partners holds $358,680,426 across 4 Insurance - Diversified names. XZO ranks #4 (0.3% of the industry book) .
All Filings in XZO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,126 | 67,998 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $806,820 | 54,998 | Shares | Defined | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||