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THG · 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.

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.
  • THG
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterTHGAXP
Q3 20209 holders, $311m24 holders, $25.7bn
Q4 20207 holders, $376m21 holders, $30.8bn
Q1 20216 holders, $364m24 holders, $36.9bn
Q2 20215 holders, $354m21 holders, $42.9bn
Q3 20214 holders, $275m26 holders, $42.0bn
Q4 20215 holders, $281m27 holders, $39.7bn
Q1 20226 holders, $380m20 holders, $45.0bn
Q2 20227 holders, $482m36 holders, $33.2bn
Q3 20227 holders, $323m35 holders, $32.3bn
Q4 20228 holders, $323m35 holders, $34.4bn
Q1 20239 holders, $320m32 holders, $38.7bn
Q2 20237 holders, $284m30 holders, $40.1bn
Q3 20237 holders, $285m34 holders, $34.1bn
Q4 20236 holders, $292m28 holders, $42.5bn
Q1 20246 holders, $355m33 holders, $52.6bn
Q2 20249 holders, $509m31 holders, $52.6bn
Q3 202410 holders, $695m30 holders, $60.7bn
Q4 20249 holders, $707m26 holders, $65.8bn
Q1 202510 holders, $887m33 holders, $59.9bn
Q2 202510 holders, $984m29 holders, $69.4bn
Q3 202512 holders, $1.1bn30 holders, $70.8bn
Q4 20259 holders, $1.0bn31 holders, $77.2bn
Q1 20268 holders, $801m33 holders, $61.2bn
Q2 20268 holders, $1.1bn30 holders, $65.4bn
THG

Hanover Ins Group Inc

Holders
9
Reported value
$707m
Buyers
6
Sellers
3

Breadth +3 among 94 comparable managers.

AXP

American Express Co

Holders
26
Reported value
$65.8bn
Buyers
7
Sellers
16

Breadth -9 among 94 comparable managers.

Who holds both, Q4 2024

Among the 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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