IAA
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Independent Advisor Alliance’s AXIS Capital AXS Stock Holding History

Independent Advisor Alliance’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 		$3.98M Buy
37,008
+2,026
+6% +$203K 0.09% 162
2026
Q1 		$3.55M Buy
34,982
+1,676
+5% +$172K 0.04% 398
2025
Q4 		$3.57M Buy
33,306
+549
+2% +$54.5K 0.09% 188
2025
Q3 		$3.14M Sell
32,757
-174
-0.5% -$16.9K 0.08% 204
2025
Q2 		$3.42M Sell
32,931
-426
-1% -$42.4K 0.1% 179
2025
Q1 		$3.34M Buy
33,357
+59
+0.2% +$5.45K 0.11% 168
2024
Q4 		$2.95M Buy
33,298
+749
+2% +$64.1K 0.04% 409
2024
Q3 		$2.59M Buy
32,549
+125
+0.4% +$9.36K 0.09% 183
2024
Q2 		$2.29M Buy
32,424
+831
+3% +$56.3K 0.08% 203
2024
Q1 		$2.05M Sell
31,593
-312
-1% -$18.7K 0.07% 213
2023
Q4 		$1.77M Sell
31,905
-204
-0.6% -$11.3K 0.06% 227
2023
Q3 		$1.81M Sell
32,109
-1,368
-4% -$75.5K 0.08% 208
2023
Q2 		$1.8M Sell
33,477
-4,016
-11% -$220K 0.08% 213
2023
Q1 		$2.04M Sell
37,493
-1,672
-4% -$97.1K 0.1% 185
2022
Q4 		$2.12K Buy
39,165
+732
+2% +$39.5K ﹤0.01% 248
2022
Q3 		$1.89M Buy
38,433
+367
+1% +$19.4K 0.11% 175
2022
Q2 		$2.17M Sell
38,066
-275
-0.7% -$15.7K 0.12% 153
2022
Q1 		$2.32M Sell
38,341
-4,465
-10% -$249K 0.11% 160
2021
Q4 		$2.33M Buy
42,806
+1,526
+4% +$78.9K 0.12% 145
2021
Q3 		$1.9M Sell
41,280
-153
-0.4% -$7.59K 0.11% 162
2021
Q2 		$2.03M Buy
41,433
+2,352
+6% +$125K 0.11% 169
2021
Q1 		$1.94M Buy
39,081
+15,179
+64% +$761K 0.11% 157
2020
Q4 		$1.2M Buy
23,902
+566
+2% +$27.4K 0.08% 186
2020
Q3 		$1.03M Buy
23,336
+17,506
+300% +$763K 0.08% 178
2020
Q2 		$236K Buy
+5,830
New +$225K 0.03% 404

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 $3.37T AUM 44.26% 1-Year Est. Return

Independent Advisor Alliance's AXS Position: Q2 2026 in Review

Independent Advisor Alliance increased its AXIS Capital (AXS) stake by 5.8% in Q2 2026, buying an estimated $203K and bringing the position to 37,008 shares worth $3.98M. The position accounts for 0.09% of the portfolio, ranked #162.

Independent Advisor Alliance first reported a position in AXS in Q2 2020 and has held it in 25 quarters since. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Independent Advisor Alliance held 37,008 shares of AXIS Capital worth $3.98M as of Q2 2026.
  • Independent Advisor Alliance bought 2,026 AXIS Capital shares in Q2 2026, an estimated $203K.
  • AXIS Capital made up 0.09% of Independent Advisor Alliance's portfolio in Q2 2026, its #162 holding.
  • Independent Advisor Alliance first reported a position in AXIS Capital in Q2 2020 and has held it in 25 quarters since.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.