Position in AXS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$555,464
+$48,110 QoQ
Shares Held
5,170
+3.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#255
of 468 holders
Holding Since
Sep 2025
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, 2026Aaron Wealth Advisors LLC holds $888,948 across 2 Insurance - Specialty names. AXS ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
This page
|
5,170 | $555,464 | |
| 2 | FAF |
First American Financial Corp
|
4,862 | $333,484 |
All Filings in AXS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,464 | 5,170 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $507,354 | 5,003 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $556,546 | 5,197 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $379,751 | 3,964 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||