BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in AXS — Axis Capital Holdings Ltd
CIK 2010186
CINCINNATI, OH
Position in AXS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$145,796
+$122,776 QoQ
Shares Held
1,357
+497.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#360
of 468 holders
Holding Since
Dec 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 Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $302,257 across 6 Insurance - Specialty names. AXS ranks #2 (48.2% of the industry book) .
All Filings in AXS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,796 | 1,357 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $23,020 | 227 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $50,867 | 475 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||