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CB · 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.

CBAXP
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.
  • CB
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterCBAXP
Q3 202025 holders, $10.9bn24 holders, $25.7bn
Q4 202018 holders, $14.6bn21 holders, $30.8bn
Q1 202122 holders, $15.1bn24 holders, $36.9bn
Q2 202126 holders, $14.9bn21 holders, $42.9bn
Q3 202119 holders, $16.5bn26 holders, $42.0bn
Q4 202119 holders, $19.2bn27 holders, $39.7bn
Q1 202222 holders, $21.6bn20 holders, $45.0bn
Q2 202225 holders, $18.7bn36 holders, $33.2bn
Q3 202223 holders, $16.7bn35 holders, $32.3bn
Q4 202226 holders, $19.8bn35 holders, $34.4bn
Q1 202331 holders, $18.6bn32 holders, $38.7bn
Q2 202327 holders, $18.2bn30 holders, $40.1bn
Q3 202321 holders, $20.7bn34 holders, $34.1bn
Q4 202316 holders, $22.8bn28 holders, $42.5bn
Q1 202421 holders, $26.2bn33 holders, $52.6bn
Q2 202416 holders, $25.8bn31 holders, $52.6bn
Q3 202420 holders, $29.7bn30 holders, $60.7bn
Q4 202416 holders, $28.1bn26 holders, $65.8bn
Q1 202518 holders, $30.2bn33 holders, $59.9bn
Q2 202522 holders, $27.8bn29 holders, $69.4bn
Q3 202529 holders, $27.7bn30 holders, $70.8bn
Q4 202523 holders, $31.9bn31 holders, $77.2bn
Q1 202622 holders, $31.9bn33 holders, $61.2bn
Q2 202626 holders, $32.5bn30 holders, $65.4bn
CB

Chubb Limited

Holders
23
Reported value
$31.9bn
Buyers
12
Sellers
28

Breadth -16 among 92 comparable managers.

InsuranceFinancial services · L3VLUP
AXP

American Express Co

Holders
31
Reported value
$77.2bn
Buyers
17
Sellers
22

Breadth -5 among 92 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q4 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 CB (8)

Acadian Asset Management LLC, Arrowstreet Capital LP, Holocene Advisors LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP

Only AXP (16)

Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Walleye Capital LLC

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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