Position in AXS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$23,744
+$1,333 QoQ
Shares Held
221
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#394
of 468 holders
Holding Since
Mar 2025
6 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, 2026Clearstead Trust, LLC holds $40,085 across 3 Insurance - Specialty names. AXS ranks #1 (59.2% of the industry book) .
All Filings in AXS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,744 | 221 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $22,411 | 221 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $23,666 | 221 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $26,345 | 275 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,048 | 222 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $22,153 | 221 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||