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Mount Yale Investment Advisors’s AXIS Capital AXS Stock Holding History

Mount Yale Investment Advisors’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 		$220K Buy
+2,039
New +$204K ﹤0.01% 1112
2026
Q1 		– Sell
-1,929
Closed -$207K – 1098
2025
Q4 		$207K Sell
1,929
-335
-15% -$33.3K 0.01% 689
2025
Q3 		$218K Buy
2,264
+1,871
+476% +$181K 0.02% 610
2025
Q2 		$40.8K Buy
+393
New +$39.1K ﹤0.01% 871

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

Mount Yale Investment Advisors's AXS Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in AXIS Capital (AXS) in Q2 2026: 2,039 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1112 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in AXS as recently as Q4 2025.

Mount Yale Investment Advisors first reported a position in AXS in Q2 2025 and has held it in 4 quarters since. 472 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Mount Yale Investment Advisors held 2,039 shares of AXIS Capital worth $220K as of Q2 2026.
  • AXIS Capital was a new Mount Yale Investment Advisors position in Q2 2026.
  • AXIS Capital made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1112 holding.
  • Mount Yale Investment Advisors first reported a position in AXIS Capital in Q2 2025 and has held it in 4 quarters since.
  • 472 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.