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LRI Investments’s AXIS Capital AXS Stock Holding History

LRI Investments’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 		$18.1K Buy
168
+8
+5% +$802 ﹤0.01% 792
2026
Q1 		$16.2K Buy
160
+92
+135% +$9.44K ﹤0.01% 750
2025
Q4 		$7.28K Hold
68
– – ﹤0.01% 955
2025
Q3 		$6.51K Hold
68
– – ﹤0.01% 976
2025
Q2 		$7.06K Sell
68
-147
-68% -$14.6K ﹤0.01% 926
2025
Q1 		$21.6K Sell
215
-9
-4% -$831 ﹤0.01% 657
2024
Q4 		$19.9K Hold
224
– – ﹤0.01% 666
2024
Q3 		$19.1K Buy
224
+70
+45% +$5.24K ﹤0.01% 659
2024
Q2 		$10.9K Buy
+154
New +$10.4K ﹤0.01% 732

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

LRI Investments's AXS Position: Q2 2026 in Review

LRI Investments increased its AXIS Capital (AXS) stake by 5% in Q2 2026, buying an estimated $802 and bringing the position to 168 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

LRI Investments first reported a position in AXS in Q2 2024 and has held it in 9 quarters since. The position peaked at $21.6K in Q1 2025. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • LRI Investments held 168 shares of AXIS Capital worth $18.1K as of Q2 2026.
  • LRI Investments bought 8 AXIS Capital shares in Q2 2026, an estimated $802.
  • AXIS Capital made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #792 holding.
  • LRI Investments first reported a position in AXIS Capital in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's AXIS Capital position peaked at $21.6K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.