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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Summit Securities Group's AXS Position: Q3 2025 in Review

Summit Securities Group sold out of AXIS Capital (AXS) in Q3 2025, closing a stake of 1 share — an estimated $104 sold.

Summit Securities Group first reported a position in AXS in Q3 2020 and held it in 6 quarters. The position peaked at $392K in Q3 2020. 451 funds tracked by Wall St. Rank hold AXS as of Q3 2025.

Summit Securities Group reported no remaining AXIS Capital position as of Q3 2025 after selling out during the quarter.
Summit Securities Group sold 1 AXIS Capital share in Q3 2025, an estimated $104.
Summit Securities Group first reported a position in AXIS Capital in Q3 2020 and held it in 6 quarters.
Summit Securities Group's AXIS Capital position peaked at $392K in Q3 2020.
451 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.