Aaron Wealth Advisors
AXS icon

Aaron Wealth Advisors’s AXIS Capital AXS Stock Holding History

Aaron Wealth Advisors’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 		$594K Buy
6,301
+1,131
+22% +$118K 0.03% 392
2026
Q2 		$555K Buy
5,170
+167
+3% +$16.7K 0.03% 395
2026
Q1 		$507K Sell
5,003
-194
-4% -$19.9K 0.03% 388
2025
Q4 		$557K Buy
5,197
+1,233
+31% +$122K 0.03% 406
2025
Q3 		$380K Buy
+3,964
New +$384K 0.02% 473

Other funds holding AXS

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Benedict Financial Advisors
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Aaron Wealth Advisors's AXS Position: Q3 2026 in Review

Aaron Wealth Advisors increased its AXIS Capital (AXS) stake by 22% in Q3 2026, buying an estimated $118K and bringing the position to 6,301 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #392.

Aaron Wealth Advisors first reported a position in AXS in Q3 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold AXS as of Q3 2026.

  • Aaron Wealth Advisors held 6,301 shares of AXIS Capital worth $594K as of Q3 2026.
  • Aaron Wealth Advisors bought 1,131 AXIS Capital shares in Q3 2026, an estimated $118K.
  • AXIS Capital made up 0.03% of Aaron Wealth Advisors's portfolio in Q3 2026, its #392 holding.
  • Aaron Wealth Advisors first reported a position in AXIS Capital in Q3 2025 and has held it in 5 quarters since.
  • 89 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.