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THG · 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.

THGAXP
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.
  • THG
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterTHGAXP
Q3 20209 holders, $311m24 holders, $25.7bn
Q4 20207 holders, $376m21 holders, $30.8bn
Q1 20216 holders, $364m24 holders, $36.9bn
Q2 20215 holders, $354m21 holders, $42.9bn
Q3 20214 holders, $275m26 holders, $42.0bn
Q4 20215 holders, $281m27 holders, $39.7bn
Q1 20226 holders, $380m20 holders, $45.0bn
Q2 20227 holders, $482m36 holders, $33.2bn
Q3 20227 holders, $323m35 holders, $32.3bn
Q4 20228 holders, $323m35 holders, $34.4bn
Q1 20239 holders, $320m32 holders, $38.7bn
Q2 20237 holders, $284m30 holders, $40.1bn
Q3 20237 holders, $285m34 holders, $34.1bn
Q4 20236 holders, $292m28 holders, $42.5bn
Q1 20246 holders, $355m33 holders, $52.6bn
Q2 20249 holders, $509m31 holders, $52.6bn
Q3 202410 holders, $695m30 holders, $60.7bn
Q4 20249 holders, $707m26 holders, $65.8bn
Q1 202510 holders, $887m33 holders, $59.9bn
Q2 202510 holders, $984m29 holders, $69.4bn
Q3 202512 holders, $1.1bn30 holders, $70.8bn
Q4 20259 holders, $1.0bn31 holders, $77.2bn
Q1 20268 holders, $801m33 holders, $61.2bn
Q2 20268 holders, $1.1bn30 holders, $65.4bn
THG

Hanover Ins Group Inc

Holders
8
Reported value
$1.1bn
Buyers
12
Sellers
17

Breadth -5 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 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only THG (1)

Winton Group Ltd

Only AXP (23)

Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, 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, 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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