Rothwell Investment Advisors, LLC’s AXIS Capital AXS Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio AXS Stock Details AXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$345K	Buy	+3,660	New	+$381K	0.18%	113

Other funds holding AXS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AXS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in AXIS Capital (AXS) in Q3 2026: 3,660 shares worth $345K. The stake represents 0.18% of the portfolio and ranks #113 among its holdings.

194 funds tracked by Wall St. Rank hold AXS as of Q3 2026.

Rothwell Investment Advisors, LLC held 3,660 shares of AXIS Capital worth $345K as of Q3 2026.
AXIS Capital was a new Rothwell Investment Advisors, LLC position in Q3 2026.
AXIS Capital made up 0.18% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #113 holding.
194 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.