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Global Retirement Partners’s AXIS Capital AXS Stock Holding History

Global Retirement Partners’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 		$54K Buy
+503
New +$50.4K ﹤0.01% 2468
2025
Q4 		$59.8K Buy
558
+510
+1,063% +$50.7K ﹤0.01% 2251
2025
Q3 		$4.6K Sell
48
-47
-49% -$4.55K ﹤0.01% 3007
2025
Q2 		$9.86K Buy
+95
New +$9.46K ﹤0.01% 2616
2024
Q4 		$4.08K Buy
46
+2
+5% +$171 ﹤0.01% 2775
2024
Q3 		$3.5K Hold
44
– – ﹤0.01% 2720
2024
Q2 		$3.11K Hold
44
– – ﹤0.01% 2807
2024
Q1 		$2.86K Sell
44
-29
-40% -$1.74K ﹤0.01% 2611
2023
Q4 		$3.96K Sell
73
-5
-6% -$278 ﹤0.01% 2419
2023
Q3 		$4.36K Hold
78
– – ﹤0.01% 2240
2023
Q2 		$4.2K Buy
78
+3
+4% +$164 ﹤0.01% 2268
2023
Q1 		$4.12K Buy
75
+43
+134% +$2.5K ﹤0.01% 2238
2022
Q4 		$1.75K Hold
32
– – ﹤0.01% 2409
2022
Q3 		$2K Buy
32
+25
+357% +$1.32K ﹤0.01% 2195
2022
Q2 		$0 Hold
7
– – ﹤0.01% 2675
2022
Q1 		$0 Buy
+7
New +$390 ﹤0.01% 2625
2017
Q4 		– Sell
-212
Closed -$12K – 1425
2017
Q3 		$12K Hold
212
– – 0.01% 759
2017
Q2 		$14K Hold
212
– – 0.01% 686
2017
Q1 		$14K Sell
212
-69
-25% -$4.62K 0.01% 642
2016
Q4 		$18K Buy
+281
New +$16.9K 0.01% 535

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

Global Retirement Partners's AXS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in AXIS Capital (AXS) in Q2 2026: 503 shares worth $54K. The stake represents ﹤0.01% of the portfolio and ranks #2468 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AXS as recently as Q4 2025.

Global Retirement Partners first reported a position in AXS in Q4 2016 and has held it in 20 quarters since. The position peaked at $59.8K in Q4 2025. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Global Retirement Partners held 503 shares of AXIS Capital worth $54K as of Q2 2026.
  • AXIS Capital was a new Global Retirement Partners position in Q2 2026.
  • AXIS Capital made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2468 holding.
  • Global Retirement Partners first reported a position in AXIS Capital in Q4 2016 and has held it in 20 quarters since.
  • Global Retirement Partners's AXIS Capital position peaked at $59.8K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.