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Bruce G. Allen Investments’s AXIS Capital AXS Stock Holding History

Bruce G. Allen Investments’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 		$76.9K Sell
716
-22
-3% -$2.21K 0.05% 196
2026
Q1 		$74.8K Sell
738
-19
-3% -$1.95K 0.05% 197
2025
Q4 		$81.1K Sell
757
-4
-0.5% -$397 0.05% 191
2025
Q3 		$72.9K Hold
761
– – 0.05% 207
2025
Q2 		$79K Sell
761
-7
-0.9% -$697 0.06% 188
2025
Q1 		$77K Buy
768
+3
+0.4% +$277 0.06% 175
2024
Q4 		$67.8K Sell
765
-15
-2% -$1.28K 0.06% 205
2024
Q3 		$62.1K Buy
780
+18
+2% +$1.35K 0.05% 222
2024
Q2 		$53.8K Sell
762
-6
-0.8% -$407 0.05% 227
2024
Q1 		$49.9K Sell
768
-8
-1% -$479 0.04% 240
2023
Q4 		$43K Buy
+776
New +$43.1K 0.04% 261

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 $3.38T AUM 44.17% 1-Year Est. Return

Bruce G. Allen Investments's AXS Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its AXIS Capital (AXS) stake by 3% in Q2 2026, selling an estimated $2.21K and leaving 716 shares worth $76.9K. The position accounts for 0.05% of the portfolio, ranked #196.

Bruce G. Allen Investments first reported a position in AXS in Q4 2023 and has held it in 11 quarters since. The position peaked at $81.1K in Q4 2025. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Bruce G. Allen Investments held 716 shares of AXIS Capital worth $76.9K as of Q2 2026.
  • Bruce G. Allen Investments sold 22 AXIS Capital shares in Q2 2026, an estimated $2.21K.
  • AXIS Capital made up 0.05% of Bruce G. Allen Investments's portfolio in Q2 2026, its #196 holding.
  • Bruce G. Allen Investments first reported a position in AXIS Capital in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's AXIS Capital position peaked at $81.1K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.