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Waverly Advisors’s AXIS Capital AXS Stock Holding History

Waverly 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 		$343K Sell
3,196
-106
-3% -$10.6K ﹤0.01% 1341
2026
Q1 		$335K Buy
3,302
+626
+23% +$64.3K ﹤0.01% 1257
2025
Q4 		$287K Buy
+2,676
New +$266K ﹤0.01% 1231
2018
Q1 		– Sell
-16,656
Closed -$837K – 193
2017
Q4 		$837K Buy
16,656
+7,107
+74% +$379K 0.12% 113
2017
Q3 		$547K Hold
9,549
– – 0.12% 128
2017
Q2 		$617K Hold
9,549
– – 0.16% 118
2017
Q1 		$640K Buy
+9,549
New +$640K 0.17% 113
2015
Q4 		– Sell
-1,293
Closed -$69K – 146
2015
Q3 		$69K Sell
1,293
-245
-16% -$13.6K 0.05% 100
2015
Q2 		$82K Buy
1,538
+324
+27% +$17.4K 0.05% 83
2015
Q1 		$63K Buy
1,214
+343
+39% +$17.5K 0.03% 101
2014
Q4 		$44K Buy
+871
New +$42.6K 0.02% 130

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 $3.37T AUM 44.26% 1-Year Est. Return

Waverly Advisors's AXS Position: Q2 2026 in Review

Waverly Advisors reduced its AXIS Capital (AXS) stake by 3.2% in Q2 2026, selling an estimated $10.6K and leaving 3,196 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Waverly Advisors first reported a position in AXS in Q4 2014 and has held it in 11 quarters since. The position peaked at $837K in Q4 2017. 472 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Waverly Advisors held 3,196 shares of AXIS Capital worth $343K as of Q2 2026.
  • Waverly Advisors sold 106 AXIS Capital shares in Q2 2026, an estimated $10.6K.
  • AXIS Capital made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1341 holding.
  • Waverly Advisors first reported a position in AXIS Capital in Q4 2014 and has held it in 11 quarters since.
  • Waverly Advisors's AXIS Capital position peaked at $837K in Q4 2017.
  • 472 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.