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TRV · 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.

TRVAXP
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.
  • TRV
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterTRVAXP
Q3 202018 holders, $4.4bn24 holders, $25.7bn
Q4 202016 holders, $6.2bn21 holders, $30.8bn
Q1 202116 holders, $6.4bn24 holders, $36.9bn
Q2 202117 holders, $5.8bn21 holders, $42.9bn
Q3 202116 holders, $6.2bn26 holders, $42.0bn
Q4 202120 holders, $6.7bn27 holders, $39.7bn
Q1 202217 holders, $8.7bn20 holders, $45.0bn
Q2 202215 holders, $7.9bn36 holders, $33.2bn
Q3 202218 holders, $7.0bn35 holders, $32.3bn
Q4 202216 holders, $8.3bn35 holders, $34.4bn
Q1 202319 holders, $6.9bn32 holders, $38.7bn
Q2 202319 holders, $6.5bn30 holders, $40.1bn
Q3 202321 holders, $5.7bn34 holders, $34.1bn
Q4 202318 holders, $6.2bn28 holders, $42.5bn
Q1 202420 holders, $7.1bn33 holders, $52.6bn
Q2 202419 holders, $6.3bn31 holders, $52.6bn
Q3 202418 holders, $7.3bn30 holders, $60.7bn
Q4 202419 holders, $7.8bn26 holders, $65.8bn
Q1 202523 holders, $8.6bn33 holders, $59.9bn
Q2 202517 holders, $8.6bn29 holders, $69.4bn
Q3 202518 holders, $9.0bn30 holders, $70.8bn
Q4 202521 holders, $7.9bn31 holders, $77.2bn
Q1 202619 holders, $7.8bn33 holders, $61.2bn
Q2 202614 holders, $8.4bn30 holders, $65.4bn
TRV

Travelers Companies Inc

Holders
21
Reported value
$7.9bn
Buyers
14
Sellers
22

Breadth -8 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 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TRV (7)

Acadian Asset Management LLC, Arrowstreet Capital LP, Freestone Grove Partners LP, Holocene Advisors LP, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC

Only AXP (17)

Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Element Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Man Group PLC, Markel Group Inc, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Walleye Capital LLC, Wellington Management Group LLP

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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