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Merit Financial Group’s AXIS Capital AXS Stock Holding History

Merit Financial 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 		$2.06M Sell
19,202
-4,354
-18% -$437K 0.01% 741
2026
Q1 		$2.39M Buy
23,556
+1,706
+8% +$175K 0.02% 600
2025
Q4 		$2.34M Buy
21,850
+5,459
+33% +$542K 0.02% 584
2025
Q3 		$1.57M Buy
16,391
+273
+2% +$26.4K 0.01% 664
2025
Q2 		$1.67M Buy
16,118
+1,221
+8% +$122K 0.02% 585
2025
Q1 		$1.49M Buy
14,897
+8,698
+140% +$803K 0.02% 513
2024
Q4 		$549K Buy
+6,199
New +$531K 0.01% 698

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

Merit Financial Group's AXS Position: Q2 2026 in Review

Merit Financial Group reduced its AXIS Capital (AXS) stake by 18% in Q2 2026, selling an estimated $437K and leaving 19,202 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #741.

Merit Financial Group first reported a position in AXS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.39M in Q1 2026. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Merit Financial Group held 19,202 shares of AXIS Capital worth $2.06M as of Q2 2026.
  • Merit Financial Group sold 4,354 AXIS Capital shares in Q2 2026, an estimated $437K.
  • AXIS Capital made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #741 holding.
  • Merit Financial Group first reported a position in AXIS Capital in Q4 2024 and has held it in 7 quarters since.
  • Merit Financial Group's AXIS Capital position peaked at $2.39M in Q1 2026.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.