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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
Q2 		$388K Sell
3,607
-803
-18% -$80.5K 0.01% 947
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 $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

Ritholtz Wealth Management's AXS Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its AXIS Capital (AXS) stake by 18% in Q2 2026, selling an estimated $80.5K and leaving 3,607 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #947.

Ritholtz Wealth Management first reported a position in AXS in Q2 2022 and has held it in 17 quarters since. The position peaked at $528K in Q3 2022. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Ritholtz Wealth Management held 3,607 shares of AXIS Capital worth $388K as of Q2 2026.
  • Ritholtz Wealth Management sold 803 AXIS Capital shares in Q2 2026, an estimated $80.5K.
  • AXIS Capital made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #947 holding.
  • Ritholtz Wealth Management first reported a position in AXIS Capital in Q2 2022 and has held it in 17 quarters since.
  • Ritholtz Wealth Management's AXIS Capital position peaked at $528K in Q3 2022.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.