Transamerica Financial Advisors, LLC
Position in AXS — Axis Capital Holdings Ltd
CIK 1502149
CEDAR RAPIDS, IA
Position in AXS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$12,248
+$1,093 QoQ
Shares Held
114
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#410
of 468 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $42,083 across 11 Insurance - Specialty names. AXS ranks #1 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
This page
|
114 | $12,248 | |
| 2 | NMIH |
NMI Holdings, Inc.
|
211 | $8,669 | |
| 3 | ESNT |
Essent Group Ltd.
|
113 | $7,263 | |
| 4 | FNF |
Fidelity National Financial, Inc.
|
150 | $7,074 | |
| 5 | MTG |
Mgic Investment Corp
|
71 | $2,002 | |
| 6 | RDN |
Radian Group Inc
|
38 | $1,431 | |
| 7 | OSG |
Octave Specialty Group Inc
|
150 | $936 | |
| 8 | RYAN |
Ryan Specialty Holdings, Inc.
|
21 | $792 |
All Filings in AXS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,248 | 114 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $11,155 | 110 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,886 | 111 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,633 | 111 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||