SGI
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Summit Global Investments’s AXIS Capital AXS Stock Holding History

Summit Global Investments’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 		$1.05M Sell
10,388
-518
-5% -$53.2K 0.06% 182
2025
Q4 		$1.17M Sell
10,906
-1
-0% -$99 0.07% 170
2025
Q3 		$1.04M Buy
10,907
+811
+8% +$78.5K 0.06% 195
2025
Q2 		$1.05M Sell
10,096
-289
-3% -$28.8K 0.06% 196
2025
Q1 		$1.04M Sell
10,385
-5,343
-34% -$493K 0.08% 161
2024
Q4 		$1.39M Sell
15,728
-429
-3% -$36.7K 0.09% 164
2024
Q3 		$1.29M Sell
16,157
-2,050
-11% -$153K 0.08% 201
2024
Q2 		$1.29M Sell
18,207
-23,046
-56% -$1.56M 0.09% 194
2024
Q1 		$2.68M Sell
41,253
-21,437
-34% -$1.28M 0.2% 97
2023
Q4 		$3.47M Sell
62,690
-18,507
-23% -$1.03M 0.23% 90
2023
Q3 		$4.58M Buy
81,197
+51,557
+174% +$2.85M 0.3% 67
2023
Q2 		$1.6M Buy
29,640
+14,841
+100% +$811K 0.11% 152
2023
Q1 		$807K Buy
+14,799
New +$860K 0.06% 282

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 $5.7T 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