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Caerus Investment Advisors’s AXIS Capital AXS Stock Holding History

Caerus Investment 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 		– Sell
-2,098
Closed -$213K – 346
2026
Q1 		$213K Sell
2,098
-1,180
-36% -$121K 0.09% 233
2025
Q4 		$351K Buy
+3,278
New +$326K 0.11% 196

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

Caerus Investment Advisors's AXS Position: Q2 2026 in Review

Caerus Investment Advisors sold out of AXIS Capital (AXS) in Q2 2026, closing a stake of 2,098 shares — an estimated $213K sold.

Caerus Investment Advisors first reported a position in AXS in Q4 2025 and held it in 2 quarters. The position peaked at $351K in Q4 2025. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Caerus Investment Advisors reported no remaining AXIS Capital position as of Q2 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 2,098 AXIS Capital shares in Q2 2026, an estimated $213K.
  • Caerus Investment Advisors first reported a position in AXIS Capital in Q4 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's AXIS Capital position peaked at $351K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.