Position in AXS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$20,306
-$202,288 QoQ
Shares Held
189
-91.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#403
of 471 holders
Holding Since
Mar 2025
6 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 Jun 30, 2026Clearstead Advisors, LLC holds $734,134 across 14 Insurance - Specialty names. AXS ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITIC |
Investors Title Co
|
1,251 | $342,373 | |
| 2 | AGO |
Assured Guaranty Ltd
|
2,609 | $209,137 | |
| 3 | MTG |
Mgic Investment Corp
|
3,157 | $89,027 | |
| 4 | FNF |
Fidelity National Financial, Inc.
|
1,049 | $49,470 | |
| 5 | AXS |
Axis Capital Holdings Ltd
This page
|
189 | $20,306 | |
| 6 | FAF |
First American Financial Corp
|
127 | $8,710 | |
| 7 | ESNT |
Essent Group Ltd.
|
108 | $6,942 | |
| 8 | AMSF |
Amerisafe Inc
|
57 | $1,928 |
All Filings in AXS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,306 | 189 | Shares | Sole | 2026-08-06 | |
| 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. | ||||||