Summit Securities Group’s AXIS Capital AXS Stock Holding History

Summit Securities Group’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	$130K	Buy	+1,207	New	+$121K	0.01%	341
2025 Q3	–	Sell	-1	Closed	-$104	–	1033
2025 Q2	$104	Buy	+1	New	+$100	﹤0.01%	1037
2024 Q3	–	Sell	-1	Closed	–	–	575
2024 Q2	$0	Buy	+1	New	+$68	﹤0.01%	577
2023 Q2	–	Sell	-1	Closed	–	–	878
2023 Q1	$0	Buy	+1	New	+$58	﹤0.01%	811
2022 Q3	–	Sell	-200	Closed	-$11K	–	928
2022 Q2	$11K	Sell	200 -200	-50%	-$11.4K	﹤0.01%	829
2022 Q1	$24K	Buy	+400	New	+$22.3K	﹤0.01%	695
2020 Q4	–	Sell	-8,900	Closed	-$392K	–	552
2020 Q3	$392K	Buy	+8,900	New	+$388K	0.04%	248

Other funds holding AXS

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Securities Group's AXS Position: Q2 2026 in Review

Summit Securities Group opened a new position in AXIS Capital (AXS) in Q2 2026: 1,207 shares worth $130K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in AXS as recently as Q2 2025.

Summit Securities Group first reported a position in AXS in Q3 2020 and has held it in 7 quarters since. The position peaked at $392K in Q3 2020. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

Summit Securities Group held 1,207 shares of AXIS Capital worth $130K as of Q2 2026.
AXIS Capital was a new Summit Securities Group position in Q2 2026.
AXIS Capital made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #341 holding.
Summit Securities Group first reported a position in AXIS Capital in Q3 2020 and has held it in 7 quarters since.
Summit Securities Group's AXIS Capital position peaked at $392K in Q3 2020.
473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.