Position in AXS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,199,895
+$640,331 QoQ
Shares Held
41,415
+24.6% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.6133043583242787.ToString("F0")%
Shared 0.ToString("F0")%
None 99.38669564167573.ToString("F0")%
Common Shares in AXS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Mar 31, 2026Creative Planning holds $39,405,386 across 15 Insurance - Specialty names. AXS ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTG |
Mgic Investment Corp
|
258,279 | $6,779,823 | |
| 2 | ESNT |
Essent Group Ltd.
|
99,037 | $5,787,722 | |
| 3 | NMIH |
NMI Holdings, Inc.
|
117,064 | $4,391,070 | |
| 4 | AXS |
Axis Capital Holdings Ltd
This page
|
41,415 | $4,199,895 | |
| 5 | ACT |
Enact Holdings, Inc.
|
85,890 | $3,505,170 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
91,685 | $3,093,451 | |
| 7 | FNF |
Fidelity National Financial, Inc.
|
60,930 | $2,825,933 | |
| 8 | RDN |
Radian Group Inc
|
84,904 | $2,808,624 |
All Filings in AXS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,199,895 | 41,415 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,559,564 | 33,239 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,693,360 | 17,676 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,238,047 | 21,557 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,310,838 | 13,077 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $721,631 | 8,143 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||