Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  AXIS Capital Holdings Ltd. (AXS)
← All AXS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.07 $83.90–101.42 · VW $94.09i SEC
2024   Q4 225,236 0.07 Reduce 62.03% 0.09 $77.21–94.89 · VW $85.86i $19,960,414 SEC
2024   Q3 593,252 0.15 Reduce 60.97% 0.23 $68.49–80.50 · VW $76.33i $47,228,792 SEC
2024   Q2 1,519,972 0.38 Reduce 15.13% 0.06 $60.45–74.05 · VW $67.31i $107,386,022 SEC
2024   Q1 1,790,876 0.40 Reduce 4.58% 0.02 $53.88–65.32 · VW $60.41i $116,442,758 SEC
2023   Q4 1,876,890 0.39 Reduce 2.90% 0.01 $52.90–59.64 · VW $56.20i $103,923,399 SEC
2023   Q3 1,932,990 0.47 Reduce 58.91% 0.64 $52.02–58.50 · VW $55.30i $108,962,646 SEC
2023   Q2 4,703,828 1.08 Reduce 8.28% 0.10 $51.61–58.29 · VW $54.62i $253,207,061 SEC
2023   Q1 5,128,709 1.21 Reduce 7.49% 0.10 $51.25–63.99 · VW $58.49i $279,617,215 SEC
2022   Q4 5,543,905 1.33 Reduce 6.40% 0.09 $48.32–58.94 · VW $54.39i $300,313,334 SEC
2022   Q3 5,922,661 1.45 Reduce 12.62% 0.22 $48.59–57.72 · VW $51.92i $291,099,000 SEC
2022   Q2 6,778,381 1.73 Reduce 4.69% 0.08 $53.41–61.39 · VW $57.30i $386,978,000 SEC
2022   Q1 7,111,763 1.63 Add 0.77% 0.01 $49.76–60.83 · VW $56.02i $430,048,000 SEC
2021   Q4 7,057,524 1.45 Reduce 0.63% <0.01 $44.72–56.31 · VW $51.62i $384,423,000 SEC
2021   Q3 7,102,578 1.29 Add 2.08% 0.03 $44.49–54.37 · VW $49.31i $327,003,000 SEC
2021   Q2 6,958,035 1.33 Reduce 0.75% 0.01 $47.69–58.61 · VW $52.91i $341,013,000 SEC
2021   Q1 7,010,357 1.41 Add 6.27% 0.08 $44.26–53.26 · VW $49.25i $347,503,000 SEC
2020   Q4 6,596,786 1.57 Reduce 0.29% <0.01 $42.44–53.96 · VW $47.67i $332,412,000 SEC
2020   Q3 6,615,778 1.82 Reduce 2.20% 0.04 $36.68–50.05 · VW $43.48i $291,359,000 SEC
2020   Q2 6,764,715 1.79 Add 32.19% 0.44 $32.82–43.90 · VW $38.60i $274,377,000 SEC
2020   Q1 5,117,290 1.50 Reduce 4.94% 0.07 $31.82–66.16 · VW $52.02i $197,783,000 SEC
2019   Q4 5,383,049 1.49 Add 22.22% 0.27 $57.57–67.00 · VW $60.17i $319,968,000 SEC
2019   Q3 4,404,323 1.60 Reduce 5.59% 0.08 $59.51–67.51 · VW $63.38i $293,856,000 SEC
2019   Q2 4,665,071 1.47 Reduce 15.54% 0.26 $54.59–60.92 · VW $58.23i $278,271,000 SEC
2019   Q1 5,523,338 1.65 Reduce 18.97% 0.39 $50.65–58.06 · VW $54.95i $302,568,000 SEC
2018   Q4 6,816,149 2.06 Reduce 0.52% <0.01 $48.27–58.86 · VW $54.36i $351,986,000 SEC
2018   Q3 6,851,545 1.92 Add 4.29% 0.08 $53.50–58.57 · VW $56.65i $395,403,000 SEC
2018   Q2 6,569,931 1.84 Add 3.01% 0.05 $54.26–60.69 · VW $57.47i $365,420,000 SEC
2018   Q1 6,377,926 1.87 Add 37.78% 0.51 $47.43–58.26 · VW $51.93i $367,177,000 SEC
2017   Q4 4,628,962 1.14 Add 1.15% 0.01 $49.42–58.03 · VW $53.15i $232,652,000 SEC
2017   Q3 4,576,149 1.39 Reduce 0.14% <0.01 $52.15–66.44 · VW $60.11i $262,259,000 SEC
2017   Q2 4,582,706 1.62 Reduce 3.33% 0.06 $62.00–68.51 · VW $65.27i $296,318,000 SEC
2017   Q1 4,740,492 1.79 Reduce 1.66% 0.03 $63.67–71.06 · VW $67.00i $317,755,000 SEC
2016   Q4 4,820,702 1.83 Reduce 1.15% 0.02 $53.66–66.23 · VW $60.39i $314,647,000 SEC
2016   Q3 4,876,934 1.64 Reduce 8.24% 0.15 $52.67–57.33 · VW $55.30i $264,964,000 SEC
2016   Q2 5,315,007 1.83 Add 0.22% <0.01 $51.01–56.38 · VW $54.15i $292,325,000 SEC
2016   Q1 5,303,536 1.81 Reduce 5.92% 0.12 $51.67–56.39 · VW $53.97i $294,134,000 SEC
2015   Q4 5,637,010 2.00 Reduce 4.00% 0.08 $52.48–57.98 · VW $55.22i $316,913,000 SEC
2015   Q3 5,872,056 2.04 Reduce 10.83% 0.22 $53.19–60.00 · VW $55.88i $315,447,000 SEC
2015   Q2 6,585,359 2.01 Reduce 4.51% 0.09 $50.81–59.38 · VW $54.23i $351,461,000 SEC
2015   Q1 6,896,456 2.01 Reduce 2.58% 0.05 $47.65–53.02 · VW $51.03i $355,719,000 SEC
2014   Q4 7,078,975 1.96 Add 11.55% 0.20 $44.94–52.21 · VW $48.87i $361,665,000 SEC
2014   Q3 6,345,849 1.67 Add 3.75% 0.06 $43.00–48.66 · VW $45.92i $300,349,000 SEC
2014   Q2 6,116,467 1.53 Add 9.66% 0.13 $43.91–47.34 · VW $45.47i $270,837,000 SEC
2014   Q1 5,577,515 1.52 Add 0.56% <0.01 $41.82–47.41 · VW $44.71i $255,729,000 SEC
2013   Q4 5,546,522 1.59 Reduce 2.14% 0.04 $43.42–49.75 · VW $47.34i $263,848,000 SEC
2013   Q3 5,668,100 1.64 Reduce 1.08% 0.02 $41.87–48.39 · VW $43.66i $245,485,000 SEC
2013   Q2 5,729,802 1.81 Reduce 6.42% 0.12 $41.29–46.88 · VW $44.34i $262,310,000 SEC
2013   Q1 6,122,818 1.82 Add 9.46% 0.16 $34.95–41.98 · VW $39.47i $254,832,000 SEC
2012   Q4 5,593,719 1.62 Add 6.59% 0.10 $33.65–38.80 · VW $35.71i $193,766,000 SEC
2012   Q3 5,247,702 1.56 Add 29.45% 0.35 $32.03–36.45 · VW $33.73i $183,250,000 SEC
2012   Q2 4,053,925 1.57 Reduce 12.31% 0.20 $30.60–35.12 · VW $33.18i $131,955,000 SEC
2012   Q1 4,622,977 1.60 Add 11.64% 0.17 $30.35–33.52 · VW $31.75i $153,344,000 SEC
2011   Q4 4,140,886 1.47 Reduce 8.61% 0.12 $25.03–32.99 · VW $30.68i $132,343,000 SEC
2011   Q3 4,531,066 1.43 Reduce 13.02% 0.20 $24.80–32.40 · VW $29.04i $117,536,000 SEC
2011   Q2 5,209,149 1.50 Reduce 4.92% 0.08 $30.23–36.63 · VW $33.58i $161,275,000 SEC
2011   Q1 5,478,659 1.70 Add 7.10% 0.11 $32.07–37.81 · VW $35.29i $191,315,000 SEC
2010   Q4 5,115,285 1.81 Add 6.21% 0.11 $32.58–37.15 · VW $35.01i $183,536,000 SEC
2010   Q3 4,816,320 1.70 Reduce 4.44% 0.07 $29.20–33.35 · VW $31.37i $158,650,000 SEC
2010   Q2 5,040,199 1.66 Reduce 11.77% 0.20 $28.65–32.47 · VW $30.64i $149,795,000 SEC
2010   Q1 5,712,548 1.67 Add 1.95% 0.03 $27.22–32.29 · VW $30.13i $178,574,000 SEC
2009   Q4 5,603,447 1.97 Add 25023.06% 1.97 $27.76–31.73 · VW $29.21i $159,194,000 SEC
2009   Q3 22,304 <0.01 Buy <0.01 $25.06–30.94 · VW $28.81i $673,000 SEC
Price snapshot:
Current price$114.52
52-week low$87.33
52-week high$115.91