AXS

Axis Capital Holdings Ltd
FinancialsUSCUSIP G0692U109◍ Confluence graph
Tracked 13F Holders
421
-186 QoQ
13F Value (tracked)
$6.8B
Insider Net · 180d
-$251K
0↑ 1↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)32 adding · 28 trimming
Insider net (180d)-$251K

Who owns AXS?

421 tracked 13F filers

421 tracked 13F filers disclose a position in AXS as of the latest SEC 13F filings, a combined $6.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1AQR CAPITAL MANAGEMENT LLC
$498.4M
4.9M
+7.4%
Added · +340K sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$397.6M
3.9M
First observed position
No prior filed position
Q1 2026
3DIMENSIONAL FUND ADVISORS LP
$373.4M
3.7M
+8.8%
Added · +300K sh
Q1 2026
4BlackRock, Inc.
$360.2M
3.6M
+1.0%
Added · +36K sh
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$336.7M
3.3M
First observed position
No prior filed position
Q1 2026
6AMERICAN CENTURY COMPANIES INC
$221.0M
2.2M
−17%
Reduced · −445K sh
Q1 2026
7ALTRINSIC GLOBAL ADVISORS LLC
$185.3M
1.7M
−2.5%
Reduced · −44K sh
Q2 2026
8JANUS HENDERSON GROUP PLC
$173.5M
1.7M
+1.2%
Added · +21K sh
Q1 2026
9STATE STREET CORP
$174.9M
1.6M
+2.5%
Added · +40K sh
Q2 2026
10PRICE T ROWE ASSOCIATES INC /MD/
$158.1M
1.6M
−1.4%
Reduced · −22K sh
Q1 2026
11GEODE CAPITAL MANAGEMENT, LLC
$148.5M
1.4M
−2.3%
Reduced · −32K sh
Q2 2026
12Swedbank AB
$138.1M
1.4M
+14%
Added · +167K sh
Q1 2026
13Nuveen, LLC
$132.4M
1.3M
−1.2%
Reduced · −16K sh
Q1 2026
14Freestone Grove Partners LP
$131.8M
1.3M
+267%
Added · +946K sh
Q1 2026
15Allianz Asset Management GmbH
$125.0M
1.2M
−10%
Reduced · −138K sh
Q1 2026
16JOHNSON INVESTMENT COUNSEL INC
$120.5M
1.1M
−3.3%
Reduced · −39K sh
Q2 2026
17JENNISON ASSOCIATES LLC
$108.7M
1.1M
+2.2%
Added · +23K sh
Q1 2026
18Qube Research & Technologies Ltd
$105.3M
1.0M
+59%
Added · +384K sh
Q1 2026
19River Road Asset Management, LLC
$102.9M
1.0M
−3.5%
Reduced · −37K sh
Q1 2026
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$99.4M
980K
+31%
Added · +234K sh
Q1 2026
21NORGES BANK
$103.0M
962K
−0.8%
Reduced · −8K sh
Q4 2025
22FMR LLC
$90.7M
894K
−55%
Reduced · −1.1M sh
Q1 2026
23CAUSEWAY CAPITAL MANAGEMENT LLC
$82.7M
816K
+13%
Added · +95K sh
Q1 2026
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$81.2M
801K
+13%
Added · +92K sh
Q1 2026
25FIRST TRUST ADVISORS LP
$77.4M
763K
−27%
Reduced · −278K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AXS being bought or sold by institutions?

Last quarter, 2 funds opened a new position in AXS and 30 added to an existing one, while 28 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
30
funds
Reduced
28
funds
Exited
0
funds

Funds that own AXS also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT246 funds$273.0B
META PLATFORMS INC-CLASS AMETA242 funds$113.7B
AMAZON.COM INCAMZN240 funds$205.9B
NVIDIA CORPNVDA239 funds$393.3B
JPMORGAN CHASE & COJPM236 funds$64.6B
APPLE INCAAPL235 funds$298.2B
ALPHABET INC-CL AGOOGL232 funds$170.2B
ELI LILLY & COLLY232 funds$77.3B
MICRON TECHNOLOGY INCMU231 funds$42.0B
COSTCO WHOLESALE CORPCOST231 funds$38.0B
WELLS FARGO & COWFC230 funds$18.6B
BROADCOM INCAVGO229 funds$158.4B

Ranked by how many of AXS's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$251K
1 insiders
Net
-$251K
1 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
May 7, 2026SMITH HENRY BDirectorSell (S)3K$251K
Nov 19, 2025DAVIS CHARLES ADirectorSell (S)2.4M$237.8M
Aug 21, 2025SMITH HENRY BDirectorSell (S)4K$345K
Aug 20, 2025Draper Daniel JGrp Chief Underwriting OfficerSell (S)4K$420K
Aug 19, 2025Draper Daniel JGrp Chief Underwriting OfficerSell (S)2K$211K
Aug 15, 2025Draper Daniel JGrp Chief Underwriting OfficerSell (S)2K$211K
Mar 5, 2025DAVIS CHARLES ADirectorSell (S)2.1M$200.0M
Feb 3, 2025DAVIS CHARLES ADirectorSell (S)2.2M$200.0M
Jun 3, 2024SMITH HENRY BDirectorSell (S)7K$526K
May 28, 2024GALANSKI STANLEY ADirectorBuy (P)2K$143K
May 21, 2024Millegan MichaelDirectorBuy (P)1K$100K
May 6, 2024BECKER W MARSTONDirectorBuy (P)3K$201K

Institutional ownership over time

208 funds-50 since Q3 2024
0199398Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.2B

Recent filings

15 shown

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Connected entities for AXS

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Ask your agent what changed in AXS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AXS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AXS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AXS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.