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WTM · 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.

WTMAXP
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.
  • WTM
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterWTMAXP
Q3 20202 holders, $194m24 holders, $25.7bn
Q4 20203 holders, $263m21 holders, $30.8bn
Q1 20213 holders, $325m24 holders, $36.9bn
Q2 20215 holders, $386m21 holders, $42.9bn
Q3 20215 holders, $368m26 holders, $42.0bn
Q4 20214 holders, $374m27 holders, $39.7bn
Q1 20225 holders, $528m20 holders, $45.0bn
Q2 20224 holders, $527m36 holders, $33.2bn
Q3 20223 holders, $266m35 holders, $32.3bn
Q4 20223 holders, $198m35 holders, $34.4bn
Q1 20231 holders, $74m32 holders, $38.7bn
Q2 20231 holders, $59m30 holders, $40.1bn
Q3 20231 holders, $49m34 holders, $34.1bn
Q4 20231 holders, $49m28 holders, $42.5bn
Q1 20241 holders, $44m33 holders, $52.6bn
Q2 20242 holders, $166m31 holders, $52.6bn
Q3 20242 holders, $56m30 holders, $60.7bn
Q4 20242 holders, $126m26 holders, $65.8bn
Q1 20252 holders, $145m33 holders, $59.9bn
Q2 20252 holders, $188m29 holders, $69.4bn
Q3 20252 holders, $245m30 holders, $70.8bn
Q4 20253 holders, $337m31 holders, $77.2bn
Q1 20262 holders, $315m33 holders, $61.2bn
Q2 20262 holders, $282m30 holders, $65.4bn
WTM

White MTNS Ins Group LTD

Holders
1
Reported value
$49m
Buyers
0
Sellers
1

Breadth -1 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.

Both (0)

No tracked manager lists every one of them.

Only WTM (1)

Southeastern Asset Management Inc

Only AXP (28)

AllianceBernstein LP, 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, 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, and 3 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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