Position in AXS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,116,086
+$62,639 QoQ
Shares Held
10,388
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#207
of 468 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in AXS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Summit Global Investments holds $5,731,418 across 5 Insurance - Specialty names. AXS ranks #3 (19.5% of the industry book) .
All Filings in AXS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,116,086 | 10,388 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,053,447 | 10,388 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,167,923 | 10,906 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,044,890 | 10,907 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,048,166 | 10,096 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,040,992 | 10,385 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,393,815 | 15,728 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,286,258 | 16,157 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,286,324 | 18,207 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,682,270 | 41,253 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,471,145 | 62,690 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,577,074 | 81,197 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,595,521 | 29,640 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $806,841 | 14,799 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||