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BRO · 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.

BROAXP
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.
  • BRO
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterBROAXP
Q3 20203 holders, $642m24 holders, $25.7bn
Q4 202010 holders, $751m21 holders, $30.8bn
Q1 202110 holders, $775m24 holders, $36.9bn
Q2 202110 holders, $890m21 holders, $42.9bn
Q3 202111 holders, $1.0bn26 holders, $42.0bn
Q4 202110 holders, $1.2bn27 holders, $39.7bn
Q1 20227 holders, $1.2bn20 holders, $45.0bn
Q2 20229 holders, $801m36 holders, $33.2bn
Q3 202210 holders, $720m35 holders, $32.3bn
Q4 202210 holders, $720m35 holders, $34.4bn
Q1 202310 holders, $649m32 holders, $38.7bn
Q2 20238 holders, $427m30 holders, $40.1bn
Q3 202310 holders, $634m34 holders, $34.1bn
Q4 202311 holders, $558m28 holders, $42.5bn
Q1 20248 holders, $546m33 holders, $52.6bn
Q2 20245 holders, $493m31 holders, $52.6bn
Q3 20248 holders, $1.2bn30 holders, $60.7bn
Q4 202410 holders, $1.2bn26 holders, $65.8bn
Q1 20255 holders, $1.9bn33 holders, $59.9bn
Q2 202521 holders, $4.6bn29 holders, $69.4bn
Q3 202510 holders, $3.1bn30 holders, $70.8bn
Q4 20258 holders, $2.5bn31 holders, $77.2bn
Q1 202614 holders, $3.4bn33 holders, $61.2bn
Q2 202613 holders, $3.5bn30 holders, $65.4bn
BRO

Brown & Brown Inc

Holders
13
Reported value
$3.5bn
Buyers
16
Sellers
18

Breadth -2 among 91 comparable managers.

InsuranceFinancial services · L3VLUP
AXP

American Express Co

Holders
30
Reported value
$65.4bn
Buyers
15
Sellers
26

Breadth -11 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q2 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 BRO (5)

Baillie Gifford & Co, Element Capital Management LLC, Holocene Advisors LP, Renaissance Technologies LLC, Two Sigma Investments LP

Only AXP (22)

AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, D. E. Shaw & Co., Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Voloridge Investment Management 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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