Position in AXS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$238,624
-$38,732 QoQ
Shares Held
2,221
-18.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#339
of 468 holders
Holding Since
Jun 2025
4 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, 2026WADDELL & ASSOCIATES, LLC holds $752,086 across 3 Insurance - Specialty names. AXS ranks #2 (31.7% of the industry book) .
All Filings in AXS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,624 | 2,221 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $277,356 | 2,735 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $209,575 | 1,957 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $224,355 | 2,161 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||