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AIZ · 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.

AIZAXP
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.
  • AIZ
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterAIZAXP
Q3 202010 holders, $2.1bn24 holders, $25.7bn
Q4 20208 holders, $1.9bn21 holders, $30.8bn
Q1 202111 holders, $2.6bn24 holders, $36.9bn
Q2 202112 holders, $2.7bn21 holders, $42.9bn
Q3 20219 holders, $2.6bn26 holders, $42.0bn
Q4 202114 holders, $2.6bn27 holders, $39.7bn
Q1 202211 holders, $3.0bn20 holders, $45.0bn
Q2 202210 holders, $2.6bn36 holders, $33.2bn
Q3 20228 holders, $1.3bn35 holders, $32.3bn
Q4 202211 holders, $879m35 holders, $34.4bn
Q1 20239 holders, $295m32 holders, $38.7bn
Q2 20236 holders, $406m30 holders, $40.1bn
Q3 20237 holders, $859m34 holders, $34.1bn
Q4 20236 holders, $487m28 holders, $42.5bn
Q1 20249 holders, $749m33 holders, $52.6bn
Q2 20249 holders, $675m31 holders, $52.6bn
Q3 202410 holders, $833m30 holders, $60.7bn
Q4 20248 holders, $742m26 holders, $65.8bn
Q1 202510 holders, $1.0bn33 holders, $59.9bn
Q2 20258 holders, $651m29 holders, $69.4bn
Q3 20256 holders, $521m30 holders, $70.8bn
Q4 20257 holders, $548m31 holders, $77.2bn
Q1 20265 holders, $547m33 holders, $61.2bn
Q2 20268 holders, $881m30 holders, $65.4bn
AIZ

Assurant Inc

Holders
10
Reported value
$1.0bn
Buyers
6
Sellers
4

Breadth +2 among 95 comparable managers.

InsuranceFinancial services · L3VLUP
AXP

American Express Co

Holders
33
Reported value
$59.9bn
Buyers
17
Sellers
13

Breadth +4 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q1 2025

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AIZ (3)

ExodusPoint Capital Management LP, Freestone Grove Partners LP, Marshall Wace LLP

Only AXP (26)

AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Walleye Capital LLC, Wellington Management Group LLP, and 1 more

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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