Holders over time
- SIGI
- AXP
| Quarter | SIGI | AXP |
|---|---|---|
| Q3 2020 | 3 holders, $127m | 24 holders, $25.7bn |
| Q4 2020 | 3 holders, $186m | 21 holders, $30.8bn |
| Q1 2021 | 3 holders, $193m | 24 holders, $36.9bn |
| Q2 2021 | 4 holders, $472m | 21 holders, $42.9bn |
| Q3 2021 | 3 holders, $219m | 26 holders, $42.0bn |
| Q4 2021 | 3 holders, $234m | 27 holders, $39.7bn |
| Q1 2022 | 6 holders, $587m | 20 holders, $45.0bn |
| Q2 2022 | 5 holders, $556m | 36 holders, $33.2bn |
| Q3 2022 | 4 holders, $291m | 35 holders, $32.3bn |
| Q4 2022 | 4 holders, $308m | 35 holders, $34.4bn |
| Q1 2023 | 5 holders, $300m | 32 holders, $38.7bn |
| Q2 2023 | 4 holders, $192m | 30 holders, $40.1bn |
| Q3 2023 | 5 holders, $585m | 34 holders, $34.1bn |
| Q4 2023 | 3 holders, $146m | 28 holders, $42.5bn |
| Q1 2024 | 5 holders, $203m | 33 holders, $52.6bn |
| Q2 2024 | 2 holders, $4.0m | 31 holders, $52.6bn |
| Q3 2024 | 6 holders, $552m | 30 holders, $60.7bn |
| Q4 2024 | 9 holders, $590m | 26 holders, $65.8bn |
| Q1 2025 | 12 holders, $772m | 33 holders, $59.9bn |
| Q2 2025 | 9 holders, $317m | 29 holders, $69.4bn |
| Q3 2025 | 9 holders, $377m | 30 holders, $70.8bn |
| Q4 2025 | 6 holders, $464m | 31 holders, $77.2bn |
| Q1 2026 | 6 holders, $428m | 33 holders, $61.2bn |
| Q2 2026 | 4 holders, $439m | 30 holders, $65.4bn |
Selective Insurance Group Inc
- Holders
- 9
- Reported value
- $377m
- Buyers
- 7
- Sellers
- 2
Breadth +5 among 95 comparable managers.
American Express Co
- Holders
- 30
- Reported value
- $70.8bn
- Buyers
- 11
- Sellers
- 16
Breadth -5 among 95 comparable managers.
Who holds both, Q3 2025
Both (5)
AQR Capital Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, MFS Investment Management, Winton Group Ltd
Only SIGI (4)
Holocene Advisors LP, Quantbot Technologies LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only AXP (25)
AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, 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.