UMB Bank’s AXIS Capital AXS Stock Holding History

UMB Bank’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	$19.5K	Buy	192 +6	+3%	+$616	﹤0.01%	1617
2025 Q4	$19.9K	Hold	186	–	–	﹤0.01%	1565
2025 Q3	$17.8K	Hold	186	–	–	﹤0.01%	1482
2025 Q2	$19.3K	Sell	186 -24	-11%	-$2.39K	﹤0.01%	1384
2025 Q1	$21.1K	Sell	210 -40	-16%	-$3.69K	﹤0.01%	1313
2024 Q4	$22.2K	Sell	250 -14	-5%	-$1.2K	﹤0.01%	1214
2024 Q3	$21K	Sell	264 -13	-5%	-$973	﹤0.01%	1206
2024 Q2	$19.6K	Sell	277 -54	-16%	-$3.66K	﹤0.01%	1075
2024 Q1	$21.5K	Sell	331 -71	-18%	-$4.25K	﹤0.01%	1046
2023 Q4	$22.3K	Buy	402 +49	+14%	+$2.72K	﹤0.01%	1031
2023 Q3	$19.9K	Buy	353 +107	+43%	+$5.91K	﹤0.01%	1082
2023 Q2	$13.2K	Sell	246 -2	-0.8%	-$109	﹤0.01%	1219
2023 Q1	$13.5K	Sell	248 -4	-2%	-$232	﹤0.01%	1207
2022 Q4	$14K	Buy	252 +40	+19%	+$2.16K	﹤0.01%	1200
2022 Q3	$10K	Buy	212 +193	+1,016%	+$10.2K	﹤0.01%	1296
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	1803
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	1884
2021 Q4	$1K	Buy	+19	New	+$983	﹤0.01%	1890

Other funds holding AXS

AQR Capital Management

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

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

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

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 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