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Forum Financial Management’s AXIS Capital AXS Stock Holding History

Forum Financial 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
Q1 		– Sell
-3,400
Closed -$364K – 396
2025
Q4 		$364K Hold
3,400
– – ﹤0.01% 649
2025
Q3 		$326K Buy
3,400
+1
+0% +$97 ﹤0.01% 693
2025
Q2 		$353K Buy
3,399
+464
+16% +$46.2K 0.01% 572
2025
Q1 		$294K Buy
2,935
+65
+2% +$6K ﹤0.01% 605
2024
Q4 		$254K Buy
+2,870
New +$246K ﹤0.01% 717

Other funds holding AXS

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Forum Financial Management's AXS Position: Q1 2026 in Review

Forum Financial Management sold out of AXIS Capital (AXS) in Q1 2026, closing a stake of 3,400 shares — an estimated $364K sold.

Forum Financial Management first reported a position in AXS in Q4 2024 and held it in 5 quarters. The position peaked at $364K in Q4 2025. 466 funds tracked by Wall St. Rank hold AXS as of Q1 2026.

  • Forum Financial Management reported no remaining AXIS Capital position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,400 AXIS Capital shares in Q1 2026, an estimated $364K.
  • Forum Financial Management first reported a position in AXIS Capital in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's AXIS Capital position peaked at $364K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.