ACTION POINT FINANCIAL PLANNING, LLC
Position in AXS — Axis Capital Holdings Ltd
CIK 2116119
GRAND RAPIDS, MI
Position in AXS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,105
New position
Shares Held
122
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#409
of 468 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $53,328 across 10 Insurance - Specialty names. AXS ranks #1 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
This page
|
122 | $13,105 | |
| 2 | ESNT |
Essent Group Ltd.
|
113 | $7,260 | |
| 3 | NMIH |
NMI Holdings, Inc.
|
156 | $6,407 | |
| 4 | FNF |
Fidelity National Financial, Inc.
|
130 | $6,130 | |
| 5 | MTG |
Mgic Investment Corp
|
210 | $5,920 | |
| 6 | FAF |
First American Financial Corp
|
76 | $5,212 | |
| 7 | AGO |
Assured Guaranty Ltd
|
43 | $3,446 | |
| 8 | RDN |
Radian Group Inc
|
77 | $2,899 |
All Filings in AXS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,105 | 122 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||