Position in AXS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,289
+$681 QoQ
Shares Held
12
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#448
of 468 holders
Holding Since
Dec 2024
4 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, 2026Bogart Wealth, LLC holds $24,830 across 8 Insurance - Specialty names. AXS ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
|
251 | $11,837 | |
| 2 | FAF |
First American Financial Corp
|
107 | $7,339 | |
| 3 | NMIH |
NMI Holdings, Inc.
|
52 | $2,136 | |
| 4 | AXS |
Axis Capital Holdings Ltd
This page
|
12 | $1,289 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
31 | $1,170 | |
| 6 | OSG |
Octave Specialty Group Inc
|
77 | $480 | |
| 7 | MTG |
Mgic Investment Corp
|
17 | $479 | |
| 8 | EIG |
Employers Holdings, Inc.
|
2 | $100 |
All Filings in AXS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,289 | 12 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $608 | 6 | Shares | Sole | 2026-04-28 | |
| 2025-06-30 | $519 | 5 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $1,683 | 19 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||