Position in AXS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$222,594
-$106,172 QoQ
Shares Held
2,195
-28.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Mar 31, 2026Clearstead Advisors, LLC holds $538,332 across 8 Insurance - Specialty names. AXS ranks #2 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITIC |
Investors Title Co
|
1,250 | $271,675 | |
| 2 | AXS |
Axis Capital Holdings Ltd
This page
|
2,195 | $222,594 | |
| 3 | RYAN |
Ryan Specialty Holdings, Inc.
|
409 | $13,799 | |
| 4 | FNF |
Fidelity National Financial, Inc.
|
244 | $11,316 | |
| 5 | AGO |
Assured Guaranty Ltd
|
96 | $7,822 | |
| 6 | FAF |
First American Financial Corp
|
125 | $7,536 | |
| 7 | MTG |
Mgic Investment Corp
|
70 | $1,837 | |
| 8 | ESNT |
Essent Group Ltd.
|
30 | $1,753 |
All Filings in AXS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,594 | 2,195 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $328,766 | 3,070 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $105,284 | 1,099 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $108,180 | 1,042 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $72,974 | 728 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||