Position in AXS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$577,275
-$23,275 QoQ
Shares Held
5,373
-9.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#251
of 468 holders
Holding Since
Dec 2025
3 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, 2026HB Wealth Management, LLC holds $6,045,496 across 7 Insurance - Specialty names. AXS ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RYAN |
Ryan Specialty Holdings, Inc.
|
56,983 | $2,151,678 | |
| 2 | FNF |
Fidelity National Financial, Inc.
|
24,799 | $1,169,520 | |
| 3 | AGO |
Assured Guaranty Ltd
|
11,359 | $910,537 | |
| 4 | MTG |
Mgic Investment Corp
|
24,415 | $688,503 | |
| 5 | AXS |
Axis Capital Holdings Ltd
This page
|
5,373 | $577,275 | |
| 6 | RDN |
Radian Group Inc
|
8,216 | $309,496 | |
| 7 | FAF |
First American Financial Corp
|
3,477 | $238,487 |
All Filings in AXS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,275 | 5,373 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $600,550 | 5,922 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $388,415 | 3,627 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||