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W.R. Berkley Corp’s American Express AXP Stock Holding History

W.R. Berkley Corp’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-99,400
Closed -$31.7M – 238
2025
Q2 		$31.7M Buy
+99,400
New +$28M 1.66% 14
2025
Q1 		– Sell
-100,000
Closed -$29.7M – 165
2024
Q4 		$29.7M Buy
+100,000
New +$28.7M 1.18% 29

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

W.R. Berkley Corp's AXP Position: Q3 2025 in Review

W.R. Berkley Corp sold out of American Express (AXP) in Q3 2025, closing a stake of 99,400 shares — an estimated $31.7M sold.

W.R. Berkley Corp first reported a position in AXP in Q4 2024 and held it in 2 quarters. The position peaked at $31.7M in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • W.R. Berkley Corp reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • W.R. Berkley Corp sold 99,400 American Express shares in Q3 2025, an estimated $31.7M.
  • W.R. Berkley Corp first reported a position in American Express in Q4 2024 and held it in 2 quarters.
  • W.R. Berkley Corp's American Express position peaked at $31.7M in Q2 2025.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on W.R. Berkley Corp's 13F filing for Q3 2025, filed 14 Nov 2025.