Position in AXS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,976,139
+$428,615 QoQ
Shares Held
37,008
+5.8% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#146
of 468 holders
Holding Since
Jun 2020
25 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, 2026Independent Advisor Alliance holds $4,711,127 across 2 Insurance - Specialty names. AXS ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
This page
|
37,008 | $3,976,139 | |
| 2 | FNF |
Fidelity National Financial, Inc.
|
15,585 | $734,988 |
All Filings in AXS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,976,139 | 37,008 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,547,524 | 34,982 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,566,738 | 33,306 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,138,120 | 32,757 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,418,895 | 32,931 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,343,705 | 33,357 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,950,867 | 33,298 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,591,225 | 32,549 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,290,755 | 32,424 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,054,176 | 31,593 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,766,579 | 31,905 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,809,984 | 32,109 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,802,066 | 33,477 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,044,118 | 37,493 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,121,568 | 39,165 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,888,981 | 38,433 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,173,187 | 38,066 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,318,480 | 38,341 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,331,642 | 42,806 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,900,531 | 41,280 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,030,631 | 41,433 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,937,245 | 39,081 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,204,421 | 23,902 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,027,717 | 23,336 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $236,464 | 5,830 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||