Freestone Grove Partners LP
Position in AXS — Axis Capital Holdings Ltd
CIK 2007591
San Francisco, CA
Position in AXS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$131,797,405
+$93,874,373 QoQ
Shares Held
1,299,649
+267.0% QoQ
Ownership
1.76%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Freestone Grove Partners LP holds $137,912,898 across 7 Insurance - Specialty names. AXS ranks #1 (95.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
This page
|
1,299,649 | $131,797,405 | |
| 2 | MTG |
Mgic Investment Corp
|
62,483 | $1,640,178 | |
| 3 | RDN |
Radian Group Inc
|
43,416 | $1,436,201 | |
| 4 | RYAN |
Ryan Specialty Holdings, Inc.
|
40,958 | $1,381,922 | |
| 5 | ESNT |
Essent Group Ltd.
|
18,853 | $1,101,769 | |
| 6 | EIG |
Employers Holdings, Inc.
|
13,406 | $551,522 | |
| 7 | NMIH |
NMI Holdings, Inc.
|
104 | $3,901 |
All Filings in AXS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $131,797,405 | 1,299,649 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,923,032 | 354,123 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $56,704,594 | 591,906 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||