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Net Worth Advisory Group’s AXIS Capital AXS Stock Holding History

Net Worth Advisory 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
2025
Q4 		– Sell
-9,763
Closed -$935K – 445
2025
Q3 		$935K Sell
9,763
-283
-3% -$27.4K 0.27% 70
2025
Q2 		$1.04M Buy
10,046
+157
+2% +$15.6K 0.23% 84
2025
Q1 		$991K Buy
9,889
+19
+0.2% +$1.75K 0.31% 55
2024
Q4 		$875K Buy
9,870
+54
+0.6% +$4.63K 0.27% 69
2024
Q3 		$781K Buy
+9,816
New +$735K 0.23% 87

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

Net Worth Advisory Group's AXS Position: Q4 2025 in Review

Net Worth Advisory Group sold out of AXIS Capital (AXS) in Q4 2025, closing a stake of 9,763 shares — an estimated $935K sold.

Net Worth Advisory Group first reported a position in AXS in Q3 2024 and held it in 5 quarters. The position peaked at $1.04M in Q2 2025. 482 funds tracked by Wall St. Rank hold AXS as of Q4 2025.

  • Net Worth Advisory Group reported no remaining AXIS Capital position as of Q4 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 9,763 AXIS Capital shares in Q4 2025, an estimated $935K.
  • Net Worth Advisory Group first reported a position in AXIS Capital in Q3 2024 and held it in 5 quarters.
  • Net Worth Advisory Group's AXIS Capital position peaked at $1.04M in Q2 2025.
  • 482 funds tracked by Wall St. Rank held AXIS Capital as of Q4 2025.

Based on Net Worth Advisory Group's 13F filing for Q4 2025, filed 14 Jan 2026.