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Valued Wealth Advisors’s AXIS Capital AXS Stock Holding History

Valued Wealth 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
Q2 		$3.67K Buy
34
+31
+1,033% +$3.11K ﹤0.01% 523
2026
Q1 		$306 Hold
3
– – ﹤0.01% 693
2025
Q4 		$323 Buy
3
+1
+50% +$99 ﹤0.01% 574
2025
Q3 		$193 Hold
2
– – ﹤0.01% 575
2025
Q2 		$209 Hold
2
– – ﹤0.01% 574
2025
Q1 		$202 Hold
2
– – ﹤0.01% 607
2024
Q4 		$179 Buy
+2
New +$171 ﹤0.01% 614

Other funds holding AXS

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valued Wealth Advisors's AXS Position: Q2 2026 in Review

Valued Wealth Advisors increased its AXIS Capital (AXS) stake by 1,033% in Q2 2026, buying an estimated $3.11K and bringing the position to 34 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Valued Wealth Advisors first reported a position in AXS in Q4 2024 and has held it in 7 quarters since. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Valued Wealth Advisors held 34 shares of AXIS Capital worth $3.67K as of Q2 2026.
  • Valued Wealth Advisors bought 31 AXIS Capital shares in Q2 2026, an estimated $3.11K.
  • AXIS Capital made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #523 holding.
  • Valued Wealth Advisors first reported a position in AXIS Capital in Q4 2024 and has held it in 7 quarters since.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.