Diversified Trust’s AXIS Capital AXS Stock Holding History

Diversified Trust’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	$856K	Sell	7,964 -25	-0.3%	-$2.51K	0.01%	568
2026 Q1	$810K	Hold	7,989	–	–	0.02%	524
2025 Q4	$856K	Buy	+7,989	New	+$794K	0.02%	490
2023 Q1	–	Sell	-4,548	Closed	-$246K	–	826
2022 Q4	$246K	Buy	+4,548	New	+$246K	0.01%	657
2022 Q2	–	Sell	-8,441	Closed	-$510K	–	758
2022 Q1	$510K	Buy	8,441 +4,090	+94%	+$228K	0.02%	440
2021 Q4	$237K	Buy	+4,351	New	+$225K	0.01%	713

Other funds holding AXS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Diversified Trust's AXS Position: Q2 2026 in Review

Diversified Trust reduced its AXIS Capital (AXS) stake by 0.31% in Q2 2026, selling an estimated $2.51K and leaving 7,964 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #568.

Diversified Trust first reported a position in AXS in Q4 2021 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

Diversified Trust held 7,964 shares of AXIS Capital worth $856K as of Q2 2026.
Diversified Trust sold 25 AXIS Capital shares in Q2 2026, an estimated $2.51K.
AXIS Capital made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #568 holding.
Diversified Trust first reported a position in AXIS Capital in Q4 2021 and has held it in 6 quarters since.
57 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.