Position in AXS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,479
-$1,315 QoQ
Shares Held
51
-23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#423
of 468 holders
Holding Since
Jun 2025
5 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, 2026Physician Wealth Advisors, Inc. holds $221,330 across 10 Insurance - Specialty names. AXS ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAF |
First American Financial Corp
|
1,976 | $135,533 | |
| 2 | MTG |
Mgic Investment Corp
|
2,478 | $69,879 | |
| 3 | AXS |
Axis Capital Holdings Ltd
This page
|
51 | $5,479 | |
| 4 | AMSF |
Amerisafe Inc
|
73 | $2,469 | |
| 5 | ESNT |
Essent Group Ltd.
|
38 | $2,442 | |
| 6 | AGO |
Assured Guaranty Ltd
|
24 | $1,923 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
35 | $1,321 | |
| 8 | NMIH |
NMI Holdings, Inc.
|
27 | $1,109 |
All Filings in AXS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,479 | 51 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,794 | 67 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,070 | 10 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,161 | 33 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,945 | 38 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||