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 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 $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