PWM
AXS icon

Perigon Wealth Management’s AXIS Capital AXS Stock Holding History

Perigon 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
2026
Q1 		– Sell
-2,452
Closed -$263K – 1303
2025
Q4 		$263K Buy
+2,452
New +$244K ﹤0.01% 1078

Other funds holding AXS

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Perigon Wealth Management's AXS Position: Q1 2026 in Review

Perigon Wealth Management sold out of AXIS Capital (AXS) in Q1 2026, closing a stake of 2,452 shares — an estimated $263K sold.

Perigon Wealth Management first reported a position in AXS in Q4 2025 and held it in 1 quarter. The position peaked at $263K in Q4 2025. 466 funds tracked by Wall St. Rank hold AXS as of Q1 2026.

  • Perigon Wealth Management reported no remaining AXIS Capital position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 2,452 AXIS Capital shares in Q1 2026, an estimated $263K.
  • Perigon Wealth Management first reported a position in AXIS Capital in Q4 2025 and held it in 1 quarter.
  • Perigon Wealth Management's AXIS Capital position peaked at $263K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.