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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
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

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aaron Wealth Advisors's AXS Position: Q2 2026 in Review

Aaron Wealth Advisors increased its AXIS Capital (AXS) stake by 3.3% in Q2 2026, buying an estimated $16.7K and bringing the position to 5,170 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #395.

Aaron Wealth Advisors first reported a position in AXS in Q3 2025 and has held it in 4 quarters since. The position peaked at $557K in Q4 2025. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Aaron Wealth Advisors held 5,170 shares of AXIS Capital worth $555K as of Q2 2026.
  • Aaron Wealth Advisors bought 167 AXIS Capital shares in Q2 2026, an estimated $16.7K.
  • AXIS Capital made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #395 holding.
  • Aaron Wealth Advisors first reported a position in AXIS Capital in Q3 2025 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's AXIS Capital position peaked at $557K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.