Global Retirement Partners, LLC
PensionPosition in AXS — Axis Capital Holdings Ltd
CIK 1749744
San Rafael, CA
Position in AXS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$54,042
-$5,714 QoQ
Shares Held
503
-9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#379
of 468 holders
Holding Since
Mar 2022
16 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, 2026Global Retirement Partners, LLC holds $946,197 across 12 Insurance - Specialty names. AXS ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
|
5,728 | $270,132 | |
| 2 | MTG |
Mgic Investment Corp
|
7,225 | $203,745 | |
| 3 | RYAN |
Ryan Specialty Holdings, Inc.
|
4,129 | $155,911 | |
| 4 | NMIH |
NMI Holdings, Inc.
|
1,644 | $67,551 | |
| 5 | FAF |
First American Financial Corp
|
804 | $55,146 | |
| 6 | AXS |
Axis Capital Holdings Ltd
This page
|
503 | $54,042 | |
| 7 | EIG |
Employers Holdings, Inc.
|
805 | $40,636 | |
| 8 | RDN |
Radian Group Inc
|
995 | $37,481 |
All Filings in AXS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,042 | 503 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $59,756 | 558 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,598 | 48 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,862 | 95 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $4,076 | 46 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,502 | 44 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,108 | 44 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,860 | 44 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,042 | 73 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,396 | 78 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,198 | 78 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,089 | 75 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,733 | 32 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,572 | 32 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $399 | 7 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $423 | 7 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||