Position in AXS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,652
+$3,348 QoQ
Shares Held
34
+1033.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#428
of 467 holders
Holding Since
Dec 2024
7 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, 2026Valued Wealth Advisors LLC holds $47,363 across 9 Insurance - Specialty names. AXS ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAF |
First American Financial Corp
|
209 | $14,335 | |
| 2 | MTG |
Mgic Investment Corp
|
270 | $7,614 | |
| 3 | RDN |
Radian Group Inc
|
182 | $6,855 | |
| 4 | ESNT |
Essent Group Ltd.
|
59 | $3,792 | |
| 5 | AXS |
Axis Capital Holdings Ltd
This page
|
34 | $3,652 | |
| 6 | ACT |
Enact Holdings, Inc.
|
78 | $3,565 | |
| 7 | NMIH |
NMI Holdings, Inc.
|
67 | $2,753 | |
| 8 | AGO |
Assured Guaranty Ltd
|
33 | $2,645 |
All Filings in AXS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,652 | 34 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $304 | 3 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $321 | 3 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $191 | 2 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $207 | 2 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $200 | 2 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $177 | 2 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||