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IBEX Wealth Advisors’s AXIS Capital AXS Stock Holding History

IBEX 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
2025
Q3 		– Sell
-51,927
Closed -$5.39M – 204
2025
Q2 		$5.39M Buy
51,927
+10,877
+26% +$1.08M 0.58% 62
2025
Q1 		$4.11M Buy
+41,050
New +$3.79M 0.54% 63

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AGA
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

IBEX Wealth Advisors's AXS Position: Q3 2025 in Review

IBEX Wealth Advisors sold out of AXIS Capital (AXS) in Q3 2025, closing a stake of 51,927 shares — an estimated $5.39M sold.

IBEX Wealth Advisors first reported a position in AXS in Q1 2025 and held it in 2 quarters. The position peaked at $5.39M in Q2 2025. 451 funds tracked by Wall St. Rank hold AXS as of Q3 2025.

  • IBEX Wealth Advisors reported no remaining AXIS Capital position as of Q3 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 51,927 AXIS Capital shares in Q3 2025, an estimated $5.39M.
  • IBEX Wealth Advisors first reported a position in AXIS Capital in Q1 2025 and held it in 2 quarters.
  • IBEX Wealth Advisors's AXIS Capital position peaked at $5.39M in Q2 2025.
  • 451 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2025.

Based on IBEX Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.