EverSource Wealth Advisors, LLC
Position in AXS — Axis Capital Holdings Ltd
CIK 1710537
BIRMINGHAM, AL
Position in AXS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$315,010
-$119,931 QoQ
Shares Held
2,932
-31.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#33
of 77 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,211,903 across 17 Insurance - Specialty names. AXS ranks #1 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
This page
|
2,932 | $315,010 | |
| 2 | MTG |
Mgic Investment Corp
|
7,130 | $201,062 | |
| 3 | FNF |
Fidelity National Financial, Inc.
|
3,737 | $176,233 | |
| 4 | AMSF |
Amerisafe Inc
|
2,311 | $78,179 | |
| 5 | ESNT |
Essent Group Ltd.
|
1,121 | $72,054 | |
| 6 | AGO |
Assured Guaranty Ltd
|
871 | $69,815 | |
| 7 | ACT |
Enact Holdings, Inc.
|
1,454 | $66,457 | |
| 8 | EIG |
Employers Holdings, Inc.
|
1,262 | $63,703 |
All Filings in AXS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,010 | 2,932 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $434,941 | 4,289 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $427,069 | 3,988 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $298,128 | 3,112 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $456,702 | 4,399 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $125,198 | 1,249 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $59,463 | 671 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $30,728 | 386 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $51,784 | 733 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $45,577 | 701 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $35,602 | 643 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $38,105 | 676 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $44,301 | 823 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $73,437 | 1,347 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $71,721 | 1,324 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||