Filing Research | AXS - AXIS CAP HLDGS LTD Institutional Holdings

Snapshot holdings

50 / 77 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	1.6MSH	$167.3M
2	JOHNSON INVESTMENT COUNSEL INC	Shares	1.1MSH	$120.5M
3	River Road Asset Management, LLC	Shares	929.7KSH	$99.9M
4	Robeco Institutional Asset Management B.V.	Shares	452.6KSH	$48.6M
5	Arbejdsmarkedets Tillaegspension	Shares	288.4KSH	$31.0M
6	COOKSON PEIRCE & CO INC	Shares	82.0KSH	$8.8M
7	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	79.0KSH	$8.5M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	72.7KSH	$7.5M
9	Police & Firemen's Retirement System of New Jersey	Shares	34.0KSH	$3.7M
10	Sequoia Financial Advisors, LLC	Shares	30.6KSH	$3.3M
11	Synergy Asset Management, LLC	Shares	27.3KSH	$2.9M
12	Y-Intercept (Hong Kong) Ltd	Shares	26.9KSH	$2.9M
13	BENEDICT FINANCIAL ADVISORS INC	Shares	26.5KSH	$2.9M
14	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	22.0KSH	$2.4M
15	Merit Financial Group, LLC	Shares	19.2KSH	$2.1M
16	Linden Thomas Advisory Services, LLC	Shares	14.7KSH	$1.6M
17	BURNEY CO/	Shares	14.4KSH	$1.5M
18	Diversified Trust Co	Shares	8.0KSH	$855.7K
19	NorthCrest Asset Manangement, LLC	Shares	6.6KSH	$738.4K
20	QRG CAPITAL MANAGEMENT, INC.	Shares	5.8KSH	$628.4K
21	Sivia Capital Partners, LLC	Shares	5.7KSH	$613.5K
22	Aaron Wealth Advisors LLC	Shares	5.2KSH	$555.5K
23	Envestnet Portfolio Solutions, Inc.	Shares	3.9KSH	$421.6K
24	Wedmont Private Capital	Shares	3.7KSH	$419.7K
25	WASATCH ADVISORS LP	Shares	3.9KSH	$419.6K
26	SIGNATUREFD, LLC	Shares	3.0KSH	$326.8K
27	SALEM INVESTMENT COUNSELORS INC	Shares	3.0KSH	$321.0K
28	EverSource Wealth Advisors, LLC	Shares	2.9KSH	$315.0K
29	MISSION WEALTH MANAGEMENT, LP	Shares	2.9KSH	$314.3K
30	Milestones Private Investment Advisors LLC	Shares	2.9KSH	$306.2K
31	Versant Capital Management, Inc	Shares	2.7KSH	$294.5K
32	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	Shares	2.6KSH	$282.6K
33	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.5KSH	$272.6K
34	GAMMA Investing LLC	Shares	2.5KSH	$266.2K
35	WADDELL & ASSOCIATES, LLC	Shares	2.2KSH	$238.6K
36	FIRST CITIZENS BANK & TRUST CO	Shares	2.2KSH	$234.9K
37	Perpetual Ltd	Shares	2.1KSH	$222.5K
38	Mirae Asset Global Investments Co., Ltd.	Shares	1.6KSH	$170.7K
39	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.4KSH	$146.4K
40	Farther Finance Advisors, LLC	Shares	1.1KSH	$122.9K
41	True Wealth Design, LLC	Shares	1.0KSH	$112.7K
42	IFP Advisors, Inc	Shares	655SH	$70.4K
43	Blue Trust, Inc.	Shares	529SH	$56.9K
44	AdvisorNet Financial, Inc	Shares	336SH	$36.1K
45	LANARK FINANCIAL, INC.	Shares	319SH	$34.3K
46	Fortitude Family Office, LLC	Shares	268SH	$28.8K
47	SJS Investment Consulting Inc.	Shares	254SH	$27.3K
48	SBI Securities Co., Ltd.	Shares	200SH	$21.5K
49	Activest Wealth Management	Shares	185SH	$19.9K
50	LRI Investments, LLC	Shares	168SH	$18.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 84 loaded

#		Instrument
1	Swedbank AB added	Shares	+195.5K	+$29.2M	$167.3M
2	Arbejdsmarkedets Tillaegspension added	Shares	+38.7K	+$5.7M	$31.0M
3	Robeco Institutional Asset Management B.V. added	Shares	+14.2K	+$4.2M	$48.6M
4	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-38.8K	+$2.8M	$120.5M
5	BURNEY CO/ new	Shares	+14.4K	+$1.5M	$1.5M
6	Y-Intercept (Hong Kong) Ltd added	Shares	+9.6K	+$1.1M	$2.9M
7	COOKSON PEIRCE & CO INC added	Shares	+1.4K	+$633.1K	$8.8M
8	Envestnet Portfolio Solutions, Inc. new	Shares	+3.9K	+$421.6K	$421.6K
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.8K	+$412.6K	$2.4M
10	MISSION WEALTH MANAGEMENT, LP new	Shares	+2.9K	+$314.3K	$314.3K
11	Police & Firemen's Retirement System of New Jersey added	Shares	+1.1K	+$312.0K	$3.7M
12	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. new	Shares	+2.6K	+$282.6K	$282.6K
13	Sequoia Financial Advisors, LLC added	Shares	+159	+$200.9K	$3.3M
14	BENEDICT FINANCIAL ADVISORS INC added	Shares	+9	+$160.8K	$2.9M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-5.9K	+$150.6K	$7.5M
16	Wedmont Private Capital added	Shares	+930	+$133.4K	$419.7K
17	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+1.1K	+$124.0K	$146.4K
18	Linden Thomas Advisory Services, LLC trimmed	Shares	-15	+$87.1K	$1.6M
19	QRG CAPITAL MANAGEMENT, INC. added	Shares	+433	+$79.2K	$628.4K
20	NorthCrest Asset Manangement, LLC added	Shares	+32	+$73.9K	$738.4K
21	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+410	+$57.0K	$272.6K
22	Aaron Wealth Advisors LLC added	Shares	+167	+$48.1K	$555.5K
23	Diversified Trust Co trimmed	Shares	-25	+$45.5K	$855.7K
24	WASATCH ADVISORS LP unchanged	Shares	0	+$23.5K	$419.6K
25	Fortitude Family Office, LLC added	Shares	+190	+$20.9K	$28.8K
26	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$18.0K	$321.0K
27	SIGNATUREFD, LLC trimmed	Shares	-11	+$17.2K	$326.8K
28	FIRST CITIZENS BANK & TRUST CO unchanged	Shares	0	+$13.2K	$234.9K
29	GAMMA Investing LLC trimmed	Shares	-28	+$12.1K	$266.2K
30	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$9.6K	$170.7K
31	Wealth Enhancement Trust Services, Inc. new	Shares	+70	+$7.5K	$7.5K
32	Versant Capital Management, Inc trimmed	Shares	-96	+$6.8K	$294.5K
33	PhiloSmith Capital Corp new	Shares	+50	+$5.4K	$5.4K
34	Valued Wealth Advisors LLC added	Shares	+31	+$3.4K	$3.7K
35	Creative Capital Management Investments LLC new	Shares	+28	+$3.0K	$3.0K
36	Blue Trust, Inc. trimmed	Shares	-4	+$2.8K	$56.9K
37	True Wealth Design, LLC trimmed	Shares	-40	+$2.3K	$112.7K
38	ELEVATION WEALTH PARTNERS, LLC added	Shares	+17	+$2.1K	$5.9K
39	AdvisorNet Financial, Inc unchanged	Shares	0	+$2.0K	$36.1K
40	LANARK FINANCIAL, INC. unchanged	Shares	0	+$1.9K	$34.3K
41	LRI Investments, LLC added	Shares	+8	+$1.8K	$18.1K
42	CoreCap Advisors, LLC new	Shares	+14	+$1.5K	$1.5K
43	Marquette Asset Management, LLC added	Shares	+13	+$1.5K	$2.8K
44	Cromwell Holdings LLC added	Shares	+12	+$1.4K	$2.6K
45	JFS WEALTH ADVISORS, LLC added	Shares	+3	+$987	$12.2K
46	ENTRUST FINANCIAL LLC unchanged	Shares	0	+$904	$16.1K
47	Bogart Wealth, LLC added	Shares	+6	+$681	$1.3K
48	Handelsbanken Fonder AB added	Shares	+2.7K	+$435	$2.9K
49	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$362	$6.4K
50	Ares Financial Consulting, LLC unchanged	Shares	0	+$196	$2.8K

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