Measured Wealth Private Client Group’s AXIS Capital AXS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$179K Sell
1,761
-3,176
-64% -$326K 0.05% 196
2025
Q4
$529K Buy
4,937
+225
+5% +$22.4K 0.14% 94
2025
Q3
$451K Buy
4,712
+2
+0% +$194 0.12% 107
2025
Q2
$489K Sell
4,710
-5
-0.1% -$498 0.15% 102
2025
Q1
$473K Buy
4,715
+92
+2% +$8.49K 0.15% 96
2024
Q4
$410K Sell
4,623
-348
-7% -$29.8K 0.13% 102
2024
Q3
$396K Buy
4,971
+180
+4% +$13.5K 0.13% 103
2024
Q2
$338K Buy
4,791
+272
+6% +$18.4K 0.12% 136
2024
Q1
$294K Buy
4,519
+337
+8% +$20.2K 0.1% 151
2023
Q4
$232K Buy
+4,182
New +$233K 0.09% 165
2023
Q2
Sell
-5,429
Closed -$296K 180
2023
Q1
$296K Buy
5,429
+90
+2% +$5.23K 0.11% 136
2022
Q4
$289K Buy
5,339
+487
+10% +$26.3K 0.12% 123
2022
Q3
$238K Buy
+4,852
New +$257K 0.11% 124

Other funds holding AXS