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GSHD · 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.

GSHDAXP
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.
  • GSHD
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterGSHDAXP
Q3 20208 holders, $144m24 holders, $25.7bn
Q4 20205 holders, $106m21 holders, $30.8bn
Q1 20216 holders, $89m24 holders, $36.9bn
Q2 20215 holders, $171m21 holders, $42.9bn
Q3 20216 holders, $218m26 holders, $42.0bn
Q4 20215 holders, $203m27 holders, $39.7bn
Q1 20225 holders, $182m20 holders, $45.0bn
Q2 20225 holders, $95m36 holders, $33.2bn
Q3 20224 holders, $76m35 holders, $32.3bn
Q4 20225 holders, $128m35 holders, $34.4bn
Q1 20235 holders, $181m32 holders, $38.7bn
Q2 20234 holders, $193m30 holders, $40.1bn
Q3 20235 holders, $218m34 holders, $34.1bn
Q4 20234 holders, $250m28 holders, $42.5bn
Q1 20245 holders, $152m33 holders, $52.6bn
Q2 20245 holders, $129m31 holders, $52.6bn
Q3 20245 holders, $203m30 holders, $60.7bn
Q4 20246 holders, $245m26 holders, $65.8bn
Q1 20258 holders, $326m33 holders, $59.9bn
Q2 20258 holders, $364m29 holders, $69.4bn
Q3 20255 holders, $338m30 holders, $70.8bn
Q4 20256 holders, $340m31 holders, $77.2bn
Q1 20264 holders, $175m33 holders, $61.2bn
Q2 20264 holders, $211m30 holders, $65.4bn
GSHD

Goosehead Ins Inc

Holders
8
Reported value
$326m
Buyers
4
Sellers
2

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

Only GSHD (6)

Akre Capital Management LLC, Balyasny Asset Management LLC, Marshall Wace LLP, Polen Capital Management LLC, Voloridge Investment Management LLC, Winton Group Ltd

Only AXP (31)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global 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, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, and 6 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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