JPL Wealth Management, LLC
Position in AXS — Axis Capital Holdings Ltd
CIK 2010710
GREENWOOD VILLAGE, CO
Position in AXS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,760
-$701 QoQ
Shares Held
35
-20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#428
of 468 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in AXS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $81,203 across 11 Insurance - Specialty names. AXS ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
|
1,025 | $48,338 | |
| 2 | MTG |
Mgic Investment Corp
|
431 | $12,154 | |
| 3 | MBI |
Mbia Inc
|
649 | $4,230 | |
| 4 | AXS |
Axis Capital Holdings Ltd
This page
|
35 | $3,760 | |
| 5 | RDN |
Radian Group Inc
|
82 | $3,088 | |
| 6 | ITIC |
Investors Title Co
|
11 | $3,010 | |
| 7 | FAF |
First American Financial Corp
|
43 | $2,949 | |
| 8 | ESNT |
Essent Group Ltd.
|
20 | $1,285 |
All Filings in AXS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,760 | 35 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,461 | 44 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $479 | 5 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||