Institutional Portfolio Overlap & Shared Holdings

Compare institutional investor portfolios using publicly disclosed SEC Form 13F filings tracked by InsiderSet. Analyze shared holdings, overlapping sector exposure, consensus smart money positions, portfolio concentration, and estimated current values across major hedge funds and institutional asset managers.

Sector portfolio overlap

Explore shared holdings and top overlapping superinvestor pairs within a sector.

Investor AInvestor B

Tweedy, Browne Co All Funds (US) & Gardner Russo & Quinn Portfolio Overlap

Shared 13F holdings between Tweedy, Browne Co All Funds (US) and Gardner Russo & Quinn based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

9 shared positions across both portfolios (85 holdings for Tweedy, Browne Co All Funds (US), 76 for Gardner Russo & Quinn).

Stock	Tweedy, Browne Co All Funds (US) value	Gardner Russo & Quinn value	Combined value	Conviction	Est. current value	Sector
BRK-A Berkshire Hathaway Inc.	$107.83M	$1.07B	$1.18B	10.5%	$1.19B	Financial Services
BRK-B Berkshire Hathaway Inc. New	$48.85M	$540.10M	$588.95M	5.1%	$593.24M	Financial Services
CMCSA Comcast Corporation	$769,152	$53.85M	$54.62M	0.3%	$58.25M	Communication Services
GOOGL Alphabet Inc.	$50.49M	$3.97M	$54.46M	2.0%	$52.71M	Communication Services
JNJ Johnson & Johnson	$51.21M	$282,415	$51.49M	2.0%	$52.79M	Healthcare
WFC Wells Fargo & Company	$41.07M	$615,762	$41.69M	1.6%	$44.81M	Financial Services
AXP American Express Company	$21.21M	$1.73M	$22.95M	0.8%	$23.24M	Financial Services
UNP Union Pacific Corporation	$5.22M	$7.03M	$12.25M	0.2%	$13.22M	Industrials
DIS Walt Disney Company (The)	$4.33M	$239,858	$4.57M	0.2%	$5.07M	Communication Services

Largest Shared Position

Berkshire Hathaway Inc. (BRK-A) represents the largest overlapping position between Tweedy, Browne Co All Funds (US) and Gardner Russo & Quinn based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of BRK-A positions reported by both investment firms is approximately $1.18B, reflecting overlapping institutional exposure to Berkshire Hathaway Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$1.83B	AXP, BRK-A, BRK-B, WFC
Communication Services	$113.65M	CMCSA, DIS, GOOGL
Healthcare	$51.49M	JNJ
Industrials	$12.25M	UNP

Consensus Smart Money Signals

Shared holdings between Tweedy, Browne Co All Funds (US) and Gardner Russo & Quinn may indicate overlapping long-term investment themes or broader smart money consensus toward specific companies and sectors. SEC Form 13F filings report positions, not investment intent.

Strongest overlap by reported value: BRK-A ($1.18B combined).
Highest average portfolio weight in overlap: BRK-A (10.5% conviction score).
Largest estimated mark-to-market gain since filing: BRK-A ($10.59M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Tweedy, Browne Co All Funds (US) and Gardner Russo & Quinn increased between Q1 2001 and Q2 2001, with 9 shared holdings in the latest period ($2.01B combined reported value) versus 8 in the prior period ($1.98B).

Overlap Score Guide

Score	Meaning
85–100	Extremely high shared conviction
65–84	Strong overlap
45–64	Moderate overlap
25–44	Limited overlap
0–24	Minimal overlap