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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
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

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

Connecticut Wealth Management's AXS Position: Q2 2026 in Review

Connecticut Wealth Management held its AXIS Capital (AXS) position steady in Q2 2026 at 16,140 shares worth $1.73M. 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 10 quarters since. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Connecticut Wealth Management held 16,140 shares of AXIS Capital worth $1.73M as of Q2 2026.
  • Connecticut Wealth Management left its AXIS Capital share count unchanged in Q2 2026.
  • AXIS Capital made up 0.06% of Connecticut Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Connecticut Wealth Management first reported a position in AXIS Capital in Q1 2024 and has held it in 10 quarters since.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.