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

Measured Wealth Private Client Group’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 		$69.2K Sell
644
-1,117
-63% -$112K 0.02% 280
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

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

Measured Wealth Private Client Group's AXS Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its AXIS Capital (AXS) stake by 63% in Q2 2026, selling an estimated $112K and leaving 644 shares worth $69.2K. The position accounts for 0.02% of the portfolio, ranked #280.

Measured Wealth Private Client Group first reported a position in AXS in Q3 2022 and has held it in 14 quarters since. The position peaked at $529K in Q4 2025. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Measured Wealth Private Client Group held 644 shares of AXIS Capital worth $69.2K as of Q2 2026.
  • Measured Wealth Private Client Group sold 1,117 AXIS Capital shares in Q2 2026, an estimated $112K.
  • AXIS Capital made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #280 holding.
  • Measured Wealth Private Client Group first reported a position in AXIS Capital in Q3 2022 and has held it in 14 quarters since.
  • Measured Wealth Private Client Group's AXIS Capital position peaked at $529K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.