CWM
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Connecticut Wealth Management’s AXIS Capital AXS Stock Holding History

Connecticut Wealth Management’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
Q1 		$1.64M Buy
16,140
+1,594
+11% +$164K 0.07% 111
2025
Q4 		$1.56M Hold
14,546
– – 0.07% 123
2025
Q3 		$1.39M Hold
14,546
– – 0.06% 127
2025
Q2 		$1.51M Hold
14,546
– – 0.07% 119
2025
Q1 		$1.46M Buy
14,546
+1,665
+13% +$154K 0.08% 113
2024
Q4 		$1.14M Hold
12,881
– – 0.06% 123
2024
Q3 		$1.03M Hold
12,881
– – 0.05% 152
2024
Q2 		$910K Hold
12,881
– – 0.05% 159
2024
Q1 		$838K Buy
+12,881
New +$771K 0.04% 169

Other funds holding AXS

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return