Envestnet Portfolio Solutions, Inc.
Position in AXS — Axis Capital Holdings Ltd
CIK 1998033
BERWYN, PA
Position in AXS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$421,594
-$84,337 QoQ
Shares Held
3,924
-31.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#42
of 111 holders
Holding Since
Mar 2024
5 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, 2026Envestnet Portfolio Solutions, Inc. holds $1,036,950 across 3 Insurance - Specialty names. AXS ranks #1 (40.7% of the industry book) .
All Filings in AXS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,594 | 3,924 | Shares | Sole | 2026-07-20 | |
| 2024-12-31 | $505,931 | 5,709 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $448,283 | 5,631 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $368,227 | 5,212 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $327,700 | 5,040 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||