SW
AXS icon

SVB Wealth’s AXIS Capital AXS Stock Holding History

SVB Wealth’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
Q2 		– Sell
-2,737
Closed -$274K – 596
2025
Q1 		$274K Sell
2,737
-195
-7% -$18K 0.01% 271
2024
Q4 		$260K Buy
+2,932
New +$251K ﹤0.01% 603
2024
Q2 		– Sell
-3,091
Closed -$201K – 755
2024
Q1 		$201K Buy
+3,091
New +$185K ﹤0.01% 766
2023
Q3 		– Sell
-3,818
Closed -$206K – 874
2023
Q2 		$206K Buy
+3,818
New +$209K ﹤0.01% 818
2023
Q1 		– Sell
-4,297
Closed -$233K – 1011
2022
Q4 		$233K Sell
4,297
-160
-4% -$8.64K ﹤0.01% 857
2022
Q3 		$219K Buy
+4,457
New +$236K ﹤0.01% 820
2020
Q1 		– Sell
-11,526
Closed -$685K – 597
2019
Q4 		$685K Sell
11,526
-188
-2% -$11.4K 0.01% 365
2019
Q3 		$782K Sell
11,714
-1,059
-8% -$66.9K 0.02% 308
2019
Q2 		$762K Sell
12,773
-1,005
-7% -$58.5K 0.03% 321
2019
Q1 		$755K Buy
13,778
+161
+1% +$8.92K 0.03% 254
2018
Q4 		$703K Sell
13,617
-2,403
-15% -$131K 0.03% 251
2018
Q3 		$925K Sell
16,020
-274
-2% -$15.5K 0.03% 259
2018
Q2 		$906K Sell
16,294
-226
-1% -$12.9K 0.03% 262
2018
Q1 		$951K Buy
16,520
+2,718
+20% +$140K 0.04% 267
2017
Q4 		$694K Sell
13,802
-1,320
-9% -$70.3K 0.03% 308
2017
Q3 		$867K Buy
15,122
+640
+4% +$39.5K 0.03% 281
2017
Q2 		$936K Buy
14,482
+1,220
+9% +$79.6K 0.04% 267
2017
Q1 		$889K Buy
13,262
+902
+7% +$60.5K 0.04% 265
2016
Q4 		$807K Buy
12,360
+1,540
+14% +$92.7K 0.03% 274
2016
Q3 		$588K Buy
10,820
+1,655
+18% +$91.3K 0.02% 313
2016
Q2 		$504K Buy
9,165
+366
+4% +$19.9K 0.02% 345
2016
Q1 		$488K Buy
8,799
+2,414
+38% +$131K 0.02% 358
2015
Q4 		$359K Buy
+6,385
New +$352K 0.01% 433

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

SVB Wealth's AXS Position: Q2 2025 in Review

SVB Wealth sold out of AXIS Capital (AXS) in Q2 2025, closing a stake of 2,737 shares — an estimated $274K sold.

SVB Wealth first reported a position in AXS in Q4 2015 and held it in 23 quarters. The position peaked at $951K in Q1 2018. 434 funds tracked by Wall St. Rank hold AXS as of Q2 2025.

  • SVB Wealth reported no remaining AXIS Capital position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,737 AXIS Capital shares in Q2 2025, an estimated $274K.
  • SVB Wealth first reported a position in AXIS Capital in Q4 2015 and held it in 23 quarters.
  • SVB Wealth's AXIS Capital position peaked at $951K in Q1 2018.
  • 434 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.