MWM
AXS icon

Moran Wealth Management’s AXIS Capital AXS Stock Holding History

Moran 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
Q3 		– Sell
-88,018
Closed -$9.14M – 498
2025
Q2 		$9.14M Buy
88,018
+254
+0.3% +$25.3K 0.28% 111
2025
Q1 		$8.8M Buy
87,764
+85,140
+3,245% +$7.86M 0.3% 111
2024
Q4 		$233K Buy
+2,624
New +$225K 0.01% 395

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Moran Wealth Management's AXS Position: Q3 2025 in Review

Moran Wealth Management sold out of AXIS Capital (AXS) in Q3 2025, closing a stake of 88,018 shares — an estimated $9.14M sold.

Moran Wealth Management first reported a position in AXS in Q4 2024 and held it in 3 quarters. The position peaked at $9.14M in Q2 2025. 451 funds tracked by Wall St. Rank hold AXS as of Q3 2025.

  • Moran Wealth Management reported no remaining AXIS Capital position as of Q3 2025 after selling out during the quarter.
  • Moran Wealth Management sold 88,018 AXIS Capital shares in Q3 2025, an estimated $9.14M.
  • Moran Wealth Management first reported a position in AXIS Capital in Q4 2024 and held it in 3 quarters.
  • Moran Wealth Management's AXIS Capital position peaked at $9.14M in Q2 2025.
  • 451 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2025.

Based on Moran Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.