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HIG · 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.

HIGAXP
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.
  • HIG
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterHIGAXP
Q3 202021 holders, $2.1bn24 holders, $25.7bn
Q4 202017 holders, $2.7bn21 holders, $30.8bn
Q1 202124 holders, $4.0bn24 holders, $36.9bn
Q2 202118 holders, $3.6bn21 holders, $42.9bn
Q3 202114 holders, $4.0bn26 holders, $42.0bn
Q4 202115 holders, $3.9bn27 holders, $39.7bn
Q1 202220 holders, $4.0bn20 holders, $45.0bn
Q2 202217 holders, $3.5bn36 holders, $33.2bn
Q3 202219 holders, $3.3bn35 holders, $32.3bn
Q4 202215 holders, $4.4bn35 holders, $34.4bn
Q1 202312 holders, $4.1bn32 holders, $38.7bn
Q2 202311 holders, $3.8bn30 holders, $40.1bn
Q3 202312 holders, $3.6bn34 holders, $34.1bn
Q4 202313 holders, $3.9bn28 holders, $42.5bn
Q1 202411 holders, $4.8bn33 holders, $52.6bn
Q2 202412 holders, $4.6bn31 holders, $52.6bn
Q3 202414 holders, $5.2bn30 holders, $60.7bn
Q4 202416 holders, $4.5bn26 holders, $65.8bn
Q1 202516 holders, $5.0bn33 holders, $59.9bn
Q2 202515 holders, $4.8bn29 holders, $69.4bn
Q3 202520 holders, $5.1bn30 holders, $70.8bn
Q4 202512 holders, $4.3bn31 holders, $77.2bn
Q1 202615 holders, $3.9bn33 holders, $61.2bn
Q2 202622 holders, $4.1bn30 holders, $65.4bn
HIG

Hartford Insurance Group Inc

Holders
16
Reported value
$4.5bn
Buyers
10
Sellers
5

Breadth +5 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 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HIG (6)

Acadian Asset Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC

Only AXP (16)

AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Markel Group Inc, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, 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.

Back to the 13F Explorer →