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 Q3	$1.52M	Hold	16,140	–	–	0.06%	117
2026 Q2	$1.73M	Hold	16,140	–	–	0.06%	117
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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Connecticut Wealth Management's AXS Position: Q3 2026 in Review

Connecticut Wealth Management held its AXIS Capital (AXS) position steady in Q3 2026 at 16,140 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #117.

Connecticut Wealth Management first reported a position in AXS in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.73M in Q2 2026. 108 funds tracked by Wall St. Rank hold AXS as of Q3 2026.

Connecticut Wealth Management held 16,140 shares of AXIS Capital worth $1.52M as of Q3 2026.
Connecticut Wealth Management left its AXIS Capital share count unchanged in Q3 2026.
AXIS Capital made up 0.06% of Connecticut Wealth Management's portfolio in Q3 2026, its #117 holding.
Connecticut Wealth Management first reported a position in AXIS Capital in Q1 2024 and has held it in 11 quarters since.
Connecticut Wealth Management's AXIS Capital position peaked at $1.73M in Q2 2026.
108 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.