Ritholtz Wealth Management’s AXIS Capital AXS Stock Holding History

Ritholtz 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	$447K	Sell	4,410 -281	-6%	-$28.8K	0.01%	828
2025 Q4	$502K	Buy	4,691 +868	+23%	+$86.2K	0.01%	714
2025 Q3	$366K	Buy	3,823 +12	+0.3%	+$1.16K	0.01%	774
2025 Q2	$396K	Sell	3,811 -41	-1%	-$4.08K	0.01%	703
2025 Q1	$386K	Buy	3,852 +34	+0.9%	+$3.14K	0.01%	663
2024 Q4	$338K	Hold	3,818	–	–	0.01%	673
2024 Q3	$304K	Buy	3,818 +39	+1%	+$2.92K	0.01%	698
2024 Q2	$267K	Sell	3,779 -48	-1%	-$3.25K	0.01%	681
2024 Q1	$249K	Sell	3,827 -113	-3%	-$6.76K	0.01%	690
2023 Q4	$218K	Sell	3,940 -165	-4%	-$9.17K	0.01%	681
2023 Q3	$231K	Sell	4,105 -331	-7%	-$18.3K	0.01%	614
2023 Q2	$239K	Sell	4,436 -3,158	-42%	-$173K	0.01%	592
2023 Q1	$414K	Sell	7,594 -225	-3%	-$13.1K	0.02%	448
2022 Q4	$424K	Sell	7,819 -2,915	-27%	-$157K	0.02%	396
2022 Q3	$528K	Buy	10,734 +2,817	+36%	+$149K	0.03%	386
2022 Q2	$452K	Buy	+7,917	New	+$451K	0.03%	338

Other funds holding AXS

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return