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WRB · 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.

WRBAXP
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.
  • WRB
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterWRBAXP
Q3 20209 holders, $948m24 holders, $25.7bn
Q4 202015 holders, $1.2bn21 holders, $30.8bn
Q1 20218 holders, $1.1bn24 holders, $36.9bn
Q2 202113 holders, $1.2bn21 holders, $42.9bn
Q3 202116 holders, $1.2bn26 holders, $42.0bn
Q4 202115 holders, $1.3bn27 holders, $39.7bn
Q1 202213 holders, $1.7bn20 holders, $45.0bn
Q2 202217 holders, $1.8bn36 holders, $33.2bn
Q3 202219 holders, $1.6bn35 holders, $32.3bn
Q4 202217 holders, $1.5bn35 holders, $34.4bn
Q1 202321 holders, $1.4bn32 holders, $38.7bn
Q2 202320 holders, $906m30 holders, $40.1bn
Q3 202311 holders, $713m34 holders, $34.1bn
Q4 20237 holders, $692m28 holders, $42.5bn
Q1 202410 holders, $1.1bn33 holders, $52.6bn
Q2 20249 holders, $1.0bn31 holders, $52.6bn
Q3 20249 holders, $806m30 holders, $60.7bn
Q4 202410 holders, $1.0bn26 holders, $65.8bn
Q1 202510 holders, $1.3bn33 holders, $59.9bn
Q2 202510 holders, $1.2bn29 holders, $69.4bn
Q3 202510 holders, $1.2bn30 holders, $70.8bn
Q4 20257 holders, $820m31 holders, $77.2bn
Q1 20268 holders, $723m33 holders, $61.2bn
Q2 202611 holders, $1.1bn30 holders, $65.4bn
WRB

Berkley W R Corp

Holders
8
Reported value
$723m
Buyers
15
Sellers
14

Breadth +1 among 91 comparable managers.

InsuranceFinancial services · L3VLUP
AXP

American Express Co

Holders
33
Reported value
$61.2bn
Buyers
22
Sellers
21

Breadth +1 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q1 2026

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WRB (2)

Quantbot Technologies LP, Tudor Investment Corp

Only AXP (27)

AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP, and 2 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.

Back to the 13F Explorer →