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AFG · 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.

AFGAXP
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.
  • AFG
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterAFGAXP
Q3 20209 holders, $174m24 holders, $25.7bn
Q4 20205 holders, $164m21 holders, $30.8bn
Q1 20216 holders, $800m24 holders, $36.9bn
Q2 20217 holders, $937m21 holders, $42.9bn
Q3 20216 holders, $833m26 holders, $42.0bn
Q4 20219 holders, $1.0bn27 holders, $39.7bn
Q1 20229 holders, $904m20 holders, $45.0bn
Q2 20227 holders, $890m36 holders, $33.2bn
Q3 20228 holders, $777m35 holders, $32.3bn
Q4 20228 holders, $817m35 holders, $34.4bn
Q1 20238 holders, $707m32 holders, $38.7bn
Q2 20238 holders, $663m30 holders, $40.1bn
Q3 20235 holders, $703m34 holders, $34.1bn
Q4 20235 holders, $723m28 holders, $42.5bn
Q1 20247 holders, $992m33 holders, $52.6bn
Q2 20245 holders, $840m31 holders, $52.6bn
Q3 20244 holders, $908m30 holders, $60.7bn
Q4 20246 holders, $945m26 holders, $65.8bn
Q1 20258 holders, $918m33 holders, $59.9bn
Q2 20256 holders, $1.0bn29 holders, $69.4bn
Q3 20258 holders, $1.4bn30 holders, $70.8bn
Q4 20259 holders, $1.3bn31 holders, $77.2bn
Q1 202611 holders, $1.2bn33 holders, $61.2bn
Q2 20269 holders, $1.3bn30 holders, $65.4bn
AFG

American Financial Group Inc

Holders
6
Reported value
$945m
Buyers
3
Sellers
2

Breadth +1 among 94 comparable managers.

InsuranceFinancial services · L3VLUP
AXP

American Express Co

Holders
26
Reported value
$65.8bn
Buyers
7
Sellers
16

Breadth -9 among 94 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q4 2024

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 AFG (3)

Balyasny Asset Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP

Only AXP (23)

AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP

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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