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MGB Wealth Management’s AXIS Capital AXS Stock Holding History

MGB Wealth Management’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
2025
Q4 		– Sell
-5,647
Closed -$540K – 310
2025
Q3 		$540K Sell
5,647
-674
-11% -$65.3K 0.15% 118
2025
Q2 		$655K Sell
6,321
-250
-4% -$24.9K 0.22% 98
2025
Q1 		$658K Buy
+6,571
New +$607K 0.24% 101

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MGB Wealth Management's AXS Position: Q4 2025 in Review

MGB Wealth Management sold out of AXIS Capital (AXS) in Q4 2025, closing a stake of 5,647 shares — an estimated $540K sold.

MGB Wealth Management first reported a position in AXS in Q1 2025 and held it in 3 quarters. The position peaked at $658K in Q1 2025. 482 funds tracked by Wall St. Rank hold AXS as of Q4 2025.

  • MGB Wealth Management reported no remaining AXIS Capital position as of Q4 2025 after selling out during the quarter.
  • MGB Wealth Management sold 5,647 AXIS Capital shares in Q4 2025, an estimated $540K.
  • MGB Wealth Management first reported a position in AXIS Capital in Q1 2025 and held it in 3 quarters.
  • MGB Wealth Management's AXIS Capital position peaked at $658K in Q1 2025.
  • 482 funds tracked by Wall St. Rank held AXIS Capital as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.