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

Akre Capital Management & Meritage Group Portfolio Overlap

Shared 13F holdings between Akre Capital Management and Meritage Group based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

1 shared position across both portfolios (18 holdings for Akre Capital Management, 12 for Meritage Group).

Stock	Akre Capital Management value	Meritage Group value	Combined value	Conviction	Est. current value	Sector
CSGP CoStar Group, Inc.	$331.33M	$152.76M	$484.09M	6.2%	$500.76M	Real Estate

Largest Shared Position

CoStar Group, Inc. (CSGP) represents the largest overlapping position between Akre Capital Management and Meritage Group based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of CSGP positions reported by both investment firms is approximately $484.09M, reflecting overlapping institutional exposure to CoStar Group, Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Real Estate	$484.09M	CSGP

Consensus Smart Money Signals

Shared holdings between Akre Capital Management and Meritage Group 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: CSGP ($484.09M combined).
Highest average portfolio weight in overlap: CSGP (6.2% conviction score).
Largest estimated mark-to-market gain since filing: CSGP ($16.67M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Akre Capital Management and Meritage Group was unchanged between Q1 2001 and Q2 2001, with 1 shared holdings in the latest period ($484.09M combined reported value) versus 1 in the prior period ($551.74M).

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