WA
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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
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 $218B AUM 29.41% 1-Year Est. Return
VPM
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AGA
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
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