Position in AXS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,948,793
+$177,047 QoQ
Shares Held
46,061
-2.1% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#136
of 468 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AXS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $9,743,939 across 6 Insurance - Specialty names. AXS ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
This page
|
46,061 | $4,948,793 | |
| 2 | MTG |
Mgic Investment Corp
|
103,818 | $2,927,667 | |
| 3 | NMIH |
NMI Holdings, Inc.
|
20,991 | $862,520 | |
| 4 | AGO |
Assured Guaranty Ltd
|
6,390 | $512,222 | |
| 5 | FNF |
Fidelity National Financial, Inc.
|
6,179 | $291,401 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
5,332 | $201,336 |
All Filings in AXS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,948,793 | 46,061 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,771,746 | 47,054 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,170,091 | 48,278 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||