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AJG · 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.

AJGAXP
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.
  • AJG
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterAJGAXP
Q3 202015 holders, $2.2bn24 holders, $25.7bn
Q4 20207 holders, $3.5bn21 holders, $30.8bn
Q1 202111 holders, $3.7bn24 holders, $36.9bn
Q2 202116 holders, $4.5bn21 holders, $42.9bn
Q3 202119 holders, $4.8bn26 holders, $42.0bn
Q4 202118 holders, $5.3bn27 holders, $39.7bn
Q1 202217 holders, $5.1bn20 holders, $45.0bn
Q2 202210 holders, $4.9bn36 holders, $33.2bn
Q3 202216 holders, $5.2bn35 holders, $32.3bn
Q4 202217 holders, $5.8bn35 holders, $34.4bn
Q1 202317 holders, $5.6bn32 holders, $38.7bn
Q2 202314 holders, $6.1bn30 holders, $40.1bn
Q3 202314 holders, $6.7bn34 holders, $34.1bn
Q4 202312 holders, $6.2bn28 holders, $42.5bn
Q1 202414 holders, $6.7bn33 holders, $52.6bn
Q2 202412 holders, $7.5bn31 holders, $52.6bn
Q3 202414 holders, $8.3bn30 holders, $60.7bn
Q4 202433 holders, $12.4bn26 holders, $65.8bn
Q1 202521 holders, $14.2bn33 holders, $59.9bn
Q2 202522 holders, $13.2bn29 holders, $69.4bn
Q3 202516 holders, $11.5bn30 holders, $70.8bn
Q4 202514 holders, $10.4bn31 holders, $77.2bn
Q1 202617 holders, $10.7bn33 holders, $61.2bn
Q2 202616 holders, $11.6bn30 holders, $65.4bn
AJG

Gallagher Arthur J & Co

Holders
14
Reported value
$6.7bn
Buyers
7
Sellers
7

Breadth 0 among 93 comparable managers.

InsuranceFinancial services · L3VLUP
AXP

American Express Co

Holders
33
Reported value
$52.6bn
Buyers
17
Sellers
15

Breadth +2 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q1 2024

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AJG (6)

AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, PDT Partners LLC, Woodline Partners LP

Only AXP (25)

AllianceBernstein LP, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC

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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