Covestor’s AXIS Capital AXS Stock Holding History

Covestor’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	$42K	Sell	414 -391	-49%	-$40.1K	0.03%	801
2025 Q4	$86K	Sell	805 -275	-25%	-$27.3K	0.05%	652
2025 Q3	$104K	Buy	1,080 +179	+20%	+$17.3K	0.06%	556
2025 Q2	$94K	Buy	901 +759	+535%	+$75.5K	0.06%	589
2025 Q1	$14K	Sell	142 -216	-60%	-$19.9K	0.01%	1301
2024 Q4	$32K	Sell	358 -73	-17%	-$6.25K	0.02%	1007
2024 Q3	$34K	Sell	431 -157	-27%	-$11.8K	0.02%	1011
2024 Q2	$42K	Hold	588	–	–	0.03%	930
2024 Q1	$38K	Buy	588 +185	+46%	+$11.1K	0.02%	982
2023 Q4	$22K	Sell	403 -77	-16%	-$4.28K	0.02%	1157
2023 Q3	$27K	Sell	480 -9	-2%	-$497	0.02%	1007
2023 Q2	$26K	Sell	489 -1,295	-73%	-$70.8K	0.02%	1022
2023 Q1	$97K	Sell	1,784 -180	-9%	-$10.5K	0.08%	384
2022 Q4	$106K	Sell	1,964 -643	-25%	-$34.7K	0.09%	352
2022 Q3	$128K	Buy	2,607 +2,583	+10,763%	+$137K	0.11%	232
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	1678
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	1653
2021 Q4	$1K	Buy	+24	New	+$1.24K	﹤0.01%	1641

Other funds holding AXS

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 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