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RLI · 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.

RLIAXP
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.
  • RLI
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterRLIAXP
Q3 20206 holders, $266m24 holders, $25.7bn
Q4 20202 holders, $317m21 holders, $30.8bn
Q1 20212 holders, $339m24 holders, $36.9bn
Q2 20214 holders, $319m21 holders, $42.9bn
Q3 20212 holders, $297m26 holders, $42.0bn
Q4 20213 holders, $326m27 holders, $39.7bn
Q1 20225 holders, $324m20 holders, $45.0bn
Q2 20225 holders, $377m36 holders, $33.2bn
Q3 20227 holders, $335m35 holders, $32.3bn
Q4 20226 holders, $398m35 holders, $34.4bn
Q1 20236 holders, $502m32 holders, $38.7bn
Q2 20238 holders, $564m30 holders, $40.1bn
Q3 20237 holders, $553m34 holders, $34.1bn
Q4 20235 holders, $460m28 holders, $42.5bn
Q1 202411 holders, $563m33 holders, $52.6bn
Q2 20249 holders, $484m31 holders, $52.6bn
Q3 20246 holders, $449m30 holders, $60.7bn
Q4 20248 holders, $566m26 holders, $65.8bn
Q1 20259 holders, $552m33 holders, $59.9bn
Q2 20256 holders, $351m29 holders, $69.4bn
Q3 20256 holders, $202m30 holders, $70.8bn
Q4 20254 holders, $198m31 holders, $77.2bn
Q1 20264 holders, $198m33 holders, $61.2bn
Q2 20263 holders, $206m30 holders, $65.4bn
RLI

Rli Corp

Holders
5
Reported value
$460m
Buyers
2
Sellers
2

Breadth 0 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 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only RLI (1)

Verition Fund Management LLC

Only AXP (24)

AQR Capital Management LLC, 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, Man Group PLC, MFS Investment Management, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP

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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