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MKL · AXP in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

MKLAXP
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MKL
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterMKLAXP
Q3 202011 holders, $1.6bn24 holders, $25.7bn
Q4 202014 holders, $1.5bn21 holders, $30.8bn
Q1 20219 holders, $1.1bn24 holders, $36.9bn
Q2 20219 holders, $1.3bn21 holders, $42.9bn
Q3 20217 holders, $1.3bn26 holders, $42.0bn
Q4 20218 holders, $1.1bn27 holders, $39.7bn
Q1 20228 holders, $1.8bn20 holders, $45.0bn
Q2 20226 holders, $1.6bn36 holders, $33.2bn
Q3 20226 holders, $1.3bn35 holders, $32.3bn
Q4 20226 holders, $1.5bn35 holders, $34.4bn
Q1 20233 holders, $1.4bn32 holders, $38.7bn
Q2 20234 holders, $1.5bn30 holders, $40.1bn
Q3 20237 holders, $1.1bn34 holders, $34.1bn
Q4 20234 holders, $842m28 holders, $42.5bn
Q1 20246 holders, $874m33 holders, $52.6bn
Q2 20246 holders, $883m31 holders, $52.6bn
Q3 20248 holders, $838m30 holders, $60.7bn
Q4 20247 holders, $906m26 holders, $65.8bn
Q1 20258 holders, $1.1bn33 holders, $59.9bn
Q2 20257 holders, $1.1bn29 holders, $69.4bn
Q3 20255 holders, $940m30 holders, $70.8bn
Q4 20257 holders, $929m31 holders, $77.2bn
Q1 20269 holders, $873m33 holders, $61.2bn
Q2 202610 holders, $954m30 holders, $65.4bn
MKL

Markel Corp

Holders
4
Reported value
$842m
Buyers
2
Sellers
4

Breadth -2 among 93 comparable managers.

InsuranceFinancial services · L3VLUP
AXP

American Express Co

Holders
28
Reported value
$42.5bn
Buyers
11
Sellers
16

Breadth -5 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q4 2023

Among the 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MKL (2)

Baillie Gifford & Co, Tudor Investment Corp

Only AXP (26)

AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, and 1 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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