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HB Wealth Management’s AXIS Capital AXS Stock Holding History

HB Wealth 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
Q2 		$577K Sell
5,373
-549
-9% -$55K ﹤0.01% 1028
2026
Q1 		$601K Buy
5,922
+2,295
+63% +$236K ﹤0.01% 890
2025
Q4 		$388K Buy
+3,627
New +$360K ﹤0.01% 1010

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

HB Wealth Management's AXS Position: Q2 2026 in Review

HB Wealth Management reduced its AXIS Capital (AXS) stake by 9.3% in Q2 2026, selling an estimated $55K and leaving 5,373 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

HB Wealth Management first reported a position in AXS in Q4 2025 and has held it in 3 quarters since. The position peaked at $601K in Q1 2026. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • HB Wealth Management held 5,373 shares of AXIS Capital worth $577K as of Q2 2026.
  • HB Wealth Management sold 549 AXIS Capital shares in Q2 2026, an estimated $55K.
  • AXIS Capital made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1028 holding.
  • HB Wealth Management first reported a position in AXIS Capital in Q4 2025 and has held it in 3 quarters since.
  • HB Wealth Management's AXIS Capital position peaked at $601K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.