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CIK: 0001214816
Total reported value
$309.3M
$309.3M
3 檔
67.1%
According to the latest 13F quarterly dataset, Axis Capital Holdings LTD managed an equity portfolio of $309.3M at the end of Q1 2024, spanning 3 distinct U.S. exchange-listed positions.
During Q1 2024, Axis Capital Holdings LTD's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 83.49% | +0.45% | +41.57% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.38% | — | — | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.14% | -0.14% | — |
According to official SEC Form 13F filings, Axis Capital Holdings LTD reported a total U.S. public equity portfolio value of $309.3M across 3 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPY, VEU) accounted for 67.1% of total reported equity market value during Q1 2024.
During Q1 2024, Axis Capital Holdings LTD's top holdings by market value included VOO (83.5%)、SPY (12.4%)、VEU (4.1%). The largest single position, VOO, represented 83.5% of total portfolio value.
In Q1 2024, Axis Capital Holdings LTD made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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