EWA
AXS icon

EverSource Wealth Advisors’s AXIS Capital AXS Stock Holding History

EverSource Wealth Advisors’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 		$315K Sell
2,932
-1,357
-32% -$136K 0.01% 777
2026
Q1 		$435K Buy
4,289
+301
+8% +$30.9K 0.01% 660
2025
Q4 		$427K Buy
3,988
+876
+28% +$87K 0.02% 593
2025
Q3 		$298K Sell
3,112
-1,287
-29% -$125K 0.01% 736
2025
Q2 		$457K Buy
4,399
+3,150
+252% +$313K 0.02% 492
2025
Q1 		$125K Buy
1,249
+578
+86% +$53.4K 0.01% 829
2024
Q4 		$59.5K Buy
671
+285
+74% +$24.4K ﹤0.01% 1109
2024
Q3 		$30.7K Sell
386
-347
-47% -$26K ﹤0.01% 1271
2024
Q2 		$55.5K Buy
733
+32
+5% +$2.17K ﹤0.01% 1039
2024
Q1 		$43K Buy
701
+58
+9% +$3.47K ﹤0.01% 1044
2023
Q4 		$35.6K Sell
643
-33
-5% -$1.83K ﹤0.01% 1029
2023
Q3 		$38.1K Sell
676
-147
-18% -$8.11K ﹤0.01% 915
2023
Q2 		$44.3K Sell
823
-524
-39% -$28.6K ﹤0.01% 880
2023
Q1 		$73.4K Buy
1,347
+23
+2% +$1.34K 0.01% 650
2022
Q4 		$71.7K Buy
+1,324
New +$71.5K 0.01% 620

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 $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's AXS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its AXIS Capital (AXS) stake by 32% in Q2 2026, selling an estimated $136K and leaving 2,932 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #777.

EverSource Wealth Advisors first reported a position in AXS in Q4 2022 and has held it in 15 quarters since. The position peaked at $457K in Q2 2025. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • EverSource Wealth Advisors held 2,932 shares of AXIS Capital worth $315K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,357 AXIS Capital shares in Q2 2026, an estimated $136K.
  • AXIS Capital made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #777 holding.
  • EverSource Wealth Advisors first reported a position in AXIS Capital in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's AXIS Capital position peaked at $457K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.