WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in AXS — Axis Capital Holdings Ltd
CIK 1632972
PLYMOUTH, MN
Position in AXS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,815,830
-$163,920 QoQ
Shares Held
72,746
-7.6% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#9
of 77 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AXS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $67,751,341 across 14 Insurance - Specialty names. AXS ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTG |
Mgic Investment Corp
|
995,124 | $28,062,496 | |
| 2 | RDN |
Radian Group Inc
|
514,791 | $19,392,176 | |
| 3 | AXS |
Axis Capital Holdings Ltd
This page
|
72,746 | $7,815,830 | |
| 4 | FNF |
Fidelity National Financial, Inc.
|
76,701 | $3,617,219 | |
| 5 | AGO |
Assured Guaranty Ltd
|
38,335 | $3,072,933 | |
| 6 | FAF |
First American Financial Corp
|
23,216 | $1,592,385 | |
| 7 | NMIH |
NMI Holdings, Inc.
|
27,960 | $1,148,876 | |
| 8 | ESNT |
Essent Group Ltd.
|
16,113 | $1,035,743 |
All Filings in AXS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,815,830 | 72,746 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,979,750 | 78,688 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,831,378 | 63,791 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,370,683 | 45,623 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,965,399 | 47,827 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,775,639 | 37,666 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,451,051 | 27,658 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,374,466 | 17,265 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $710,739 | 10,060 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $428,936 | 6,597 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $357,690 | 6,460 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $367,419 | 6,518 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $1,335,061 | 27,163 | Shares | Sole | 2022-10-17 | |
| 2021-09-30 | $3,588,311 | 77,939 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||