AAS
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Avantax Advisory Services’s AXIS Capital AXS Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$347K Buy
3,339
+59
+2% +$5.87K ﹤0.01% 1811
2025
Q1 		$329K Buy
3,280
+202
+7% +$18.6K ﹤0.01% 1768
2024
Q4 		$273K Buy
+3,078
New +$264K ﹤0.01% 1845

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Avantax Advisory Services's AXS Position: Q2 2025 in Review

Avantax Advisory Services increased its AXIS Capital (AXS) stake by 1.8% in Q2 2025, buying an estimated $5.87K and bringing the position to 3,339 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Avantax Advisory Services first reported a position in AXS in Q4 2024 and has held it in 3 quarters since. 433 funds tracked by Wall St. Rank hold AXS as of Q2 2025.

  • Avantax Advisory Services held 3,339 shares of AXIS Capital worth $347K as of Q2 2025.
  • Avantax Advisory Services bought 59 AXIS Capital shares in Q2 2025, an estimated $5.87K.
  • AXIS Capital made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1811 holding.
  • Avantax Advisory Services first reported a position in AXIS Capital in Q4 2024 and has held it in 3 quarters since.
  • 433 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.