L3VLUP
ProSign in

CB · 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.

CBAXP
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.
  • CB
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterCBAXP
Q3 202025 holders, $10.9bn24 holders, $25.7bn
Q4 202018 holders, $14.6bn21 holders, $30.8bn
Q1 202122 holders, $15.1bn24 holders, $36.9bn
Q2 202126 holders, $14.9bn21 holders, $42.9bn
Q3 202119 holders, $16.5bn26 holders, $42.0bn
Q4 202119 holders, $19.2bn27 holders, $39.7bn
Q1 202222 holders, $21.6bn20 holders, $45.0bn
Q2 202225 holders, $18.7bn36 holders, $33.2bn
Q3 202223 holders, $16.7bn35 holders, $32.3bn
Q4 202226 holders, $19.8bn35 holders, $34.4bn
Q1 202331 holders, $18.6bn32 holders, $38.7bn
Q2 202327 holders, $18.2bn30 holders, $40.1bn
Q3 202321 holders, $20.7bn34 holders, $34.1bn
Q4 202316 holders, $22.8bn28 holders, $42.5bn
Q1 202421 holders, $26.2bn33 holders, $52.6bn
Q2 202416 holders, $25.8bn31 holders, $52.6bn
Q3 202420 holders, $29.7bn30 holders, $60.7bn
Q4 202416 holders, $28.1bn26 holders, $65.8bn
Q1 202518 holders, $30.2bn33 holders, $59.9bn
Q2 202522 holders, $27.8bn29 holders, $69.4bn
Q3 202529 holders, $27.7bn30 holders, $70.8bn
Q4 202523 holders, $31.9bn31 holders, $77.2bn
Q1 202622 holders, $31.9bn33 holders, $61.2bn
Q2 202626 holders, $32.5bn30 holders, $65.4bn
CB

Chubb Limited

Holders
21
Reported value
$26.2bn
Buyers
15
Sellers
6

Breadth +9 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 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CB (7)

AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Tudor Investment Corp

Only AXP (19)

Artisan Partners LP, Brevan Howard Capital Management 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, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, 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.

Back to the 13F Explorer →