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Root Financial Partners’s AXIS Capital AXS Stock Holding History

Root Financial Partners’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 		$81.3K Buy
802
+458
+133% +$47K ﹤0.01% 650
2025
Q4 		$36.8K Buy
344
+46
+15% +$4.57K ﹤0.01% 844
2025
Q3 		$28.5K Buy
+298
New +$28.9K ﹤0.01% 922

Other funds holding AXS

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AGA
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
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

Root Financial Partners's AXS Position: Q1 2026 in Review

Root Financial Partners increased its AXIS Capital (AXS) stake by 133% in Q1 2026, buying an estimated $47K and bringing the position to 802 shares worth $81.3K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Root Financial Partners first reported a position in AXS in Q3 2025 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold AXS as of Q1 2026.

  • Root Financial Partners held 802 shares of AXIS Capital worth $81.3K as of Q1 2026.
  • Root Financial Partners bought 458 AXIS Capital shares in Q1 2026, an estimated $47K.
  • AXIS Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #650 holding.
  • Root Financial Partners first reported a position in AXIS Capital in Q3 2025 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.