Position in AXS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$343,378
+$8,523 QoQ
Shares Held
3,196
-3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#299
of 468 holders
Holding Since
Dec 2025
3 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, 2026Waverly Advisors, LLC holds $616,151 across 2 Insurance - Specialty names. AXS ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
This page
|
3,196 | $343,378 | |
| 2 | FNF |
Fidelity National Financial, Inc.
|
5,784 | $272,773 |
All Filings in AXS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,378 | 3,196 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $334,855 | 3,302 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $286,572 | 2,676 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||