Position in AXS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,217,657
+$2,365,296 QoQ
Shares Held
81,034
+48.3% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 93.43437503911089.ToString("F0")%
Shared 0.011263939124666776.ToString("F0")%
None 6.554361021764434.ToString("F0")%
Common Shares in AXS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $79,178,390 across 9 Insurance - Specialty names. AXS ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAF |
First American Financial Corp
|
699,720 | $42,186,118 | |
| 2 | MTG |
Mgic Investment Corp
|
369,974 | $9,711,817 | |
| 3 | AXS |
Axis Capital Holdings Ltd
This page
|
81,034 | $8,217,657 | |
| 4 | RYAN |
Ryan Specialty Holdings, Inc.
|
180,720 | $6,097,492 | |
| 5 | AGO |
Assured Guaranty Ltd
|
74,358 | $6,058,689 | |
| 6 | FNF |
Fidelity National Financial, Inc.
|
112,598 | $5,222,294 | |
| 7 | ESNT |
Essent Group Ltd.
|
18,449 | $1,078,159 | |
| 8 | RDN |
Radian Group Inc
|
11,591 | $383,430 |
All Filings in AXS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,217,657 | 81,034 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,852,361 | 54,649 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $5,748,574 | 60,006 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,167,000 | 78,665 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $7,168,262 | 71,511 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,428,695 | 49,974 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,588,439 | 32,514 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,226,676 | 31,517 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,936,425 | 29,782 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,619,240 | 29,244 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $1,603,923 | 29,419 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,696,062 | 31,310 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||