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.
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 March 31, 2026).
Overlap Score
5
Minimal overlap
Shared Holdings
1 shared position across both portfolios (18 holdings for Akre Capital Management, 13 for Meritage Group).
| Stock | Akre Capital Management value | Meritage Group value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| CSGP CoStar Group, Inc. | $417.45M | $134.29M | $551.74M | 5.9% | $410.73M | 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 March 31, 2026. The combined disclosed value of CSGP positions reported by both investment firms is approximately $551.74M, reflecting overlapping institutional exposure to CoStar Group, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Real Estate | $551.74M | 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 ($551.74M combined).
- Highest average portfolio weight in overlap: CSGP (5.9% conviction score).
Historical Overlap Trend
The latest period shows 1 shared holdings ($551.74M combined reported value).
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 |
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