ELEVATION WEALTH PARTNERS, LLC
Position in AXS — Axis Capital Holdings Ltd
CIK 1976256
WALNUT CREEK, CA
Position in AXS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,909
+$2,056 QoQ
Shares Held
55
+44.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#420
of 468 holders
Holding Since
Sep 2025
4 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $106,577 across 7 Insurance - Specialty names. AXS ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGO |
Assured Guaranty Ltd
|
581 | $46,572 | |
| 2 | RYAN |
Ryan Specialty Holdings, Inc.
|
647 | $24,430 | |
| 3 | FAF |
First American Financial Corp
|
256 | $17,559 | |
| 4 | MTG |
Mgic Investment Corp
|
252 | $7,106 | |
| 5 | AXS |
Axis Capital Holdings Ltd
This page
|
55 | $5,909 | |
| 6 | ESNT |
Essent Group Ltd.
|
47 | $3,021 | |
| 7 | FNF |
Fidelity National Financial, Inc.
|
42 | $1,980 |
All Filings in AXS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,909 | 55 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,853 | 38 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $963 | 9 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $383 | 4 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||