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Summit Trail Advisors’s AXIS Capital AXS Stock Holding History

Summit Trail Advisors’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 		$1.23M Buy
12,143
+4,640
+62% +$476K 0.02% 835
2025
Q4 		$807K Sell
7,503
-3,999
-35% -$397K 0.01% 913
2025
Q3 		$1.11M Buy
11,502
+5,916
+106% +$573K 0.02% 775
2025
Q2 		$583K Buy
5,586
+750
+16% +$74.6K 0.01% 669
2025
Q1 		$487K Buy
4,836
+1,467
+44% +$135K 0.02% 257
2024
Q4 		$300K Buy
+3,369
New +$289K 0.01% 292
2018
Q2 		– Sell
-4,175
Closed -$237K – 500
2018
Q1 		$237K Buy
4,175
+4,075
+4,075% +$210K 0.04% 332
2017
Q4 		$5K Buy
+100
New +$5.33K ﹤0.01% 1398

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VPM
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BlackRock
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VCM
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American Century Companies
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AGA
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Janus Henderson Group
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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