Position in AXS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$112,704
+$2,269 QoQ
Shares Held
1,049
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#365
of 468 holders
Holding Since
Sep 2024
8 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, 2026True Wealth Design, LLC holds $312,067 across 13 Insurance - Specialty names. AXS ranks #1 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
This page
|
1,049 | $112,704 | |
| 2 | MTG |
Mgic Investment Corp
|
2,277 | $64,211 | |
| 3 | FNF |
Fidelity National Financial, Inc.
|
973 | $45,886 | |
| 4 | AGO |
Assured Guaranty Ltd
|
308 | $24,689 | |
| 5 | ACT |
Enact Holdings, Inc.
|
428 | $19,563 | |
| 6 | FAF |
First American Financial Corp
|
267 | $18,313 | |
| 7 | ESNT |
Essent Group Ltd.
|
250 | $16,070 | |
| 8 | RDN |
Radian Group Inc
|
112 | $4,219 |
All Filings in AXS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,704 | 1,049 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $110,435 | 1,089 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $103,663 | 968 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $84,495 | 882 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $69,870 | 673 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $64,955 | 648 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $51,310 | 579 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $39,566 | 497 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||