Financial Services Sector Portfolio Overlap

Shared Financial Services sector holdings among 86 institutional investors and superinvestors tracked by InsiderSet based on the latest publicly available SEC Form 13F filings for the quarter ended March 31, 2026.

This page analyzes overlapping Financial Services sector positions across major hedge funds, asset managers, and long-term institutional investors to identify consensus smart money holdings, shared portfolio exposure, and high-conviction investment themes.

Investors can compare pairwise portfolio overlap, explore stocks held by multiple institutional investors, analyze ownership concentration trends, and identify the most widely owned Financial Services sector companies among leading investment firms.

Consensus Financial Services Holdings

Stocks in Financial Services held by two or more tracked superinvestors (ranked by number of filers, then combined reported value).

StockSuperinvestorsCombined reported value
V

Visa Inc.

33$17.46B
BRK-B

Berkshire Hathaway Inc. New

30$13.88B
MA

Mastercard Incorporated

25$5.69B
MCO

Moody's Corporation

19$19.47B
BRK-A

Berkshire Hathaway Inc.

19$1.99B
JPM

JP Morgan Chase & Co.

19$1.86B
BAC

Bank of America Corporation

18$26.58B
AXP

American Express Company

17$46.71B
WFC

Wells Fargo & Company

17$3.49B
SPGI

S&P Global Inc.

14$9.07B
COF

Capital One Financial Corporati

14$6.71B
AON

Aon Plc

14$4.16B
SCHW

Charles Schwab Corporation (The

12$9.61B
PGR

Progressive Corporation (The)

12$704.88M
BK

The Bank of New York Mellon Cor

10$4.32B
C

Citigroup, Inc.

10$1.56B
IBKR

Interactive Brokers Group, Inc.

9$1.65B
PYPL

PayPal Holdings, Inc.

9$358.40M
HDB

HDFC Bank Limited

9$198.24M
CB

Chubb Limited

8$11.61B
ICE

Intercontinental Exchange Inc.

8$2.44B
MSCI

MSCI Inc.

8$789.42M
MMC

Marsh & McLennan Companies, Inc

8$669.77M
USB

U.S. Bancorp

8$571.11M
BN

Brookfield Corporation

7$6.08B
AJG

Arthur J. Gallagher & Co.

7$2.39B
GS

Goldman Sachs Group, Inc. (The)

7$1.33B
KKR

KKR & Co. Inc.

7$1.02B
CME

CME Group Inc.

7$888.80M
BRO

Brown & Brown, Inc.

7$739.21M
ALL

Allstate Corporation (The)

7$121.84M
TRV

The Travelers Companies, Inc.

7$86.76M
LPLA

LPL Financial Holdings Inc.

6$2.00B
TRU

TransUnion

6$1.66B
ALLY

Ally Financial Inc.

6$1.36B
PNC

PNC Financial Services Group, I

6$679.25M
ITUB

Itau Unibanco Banco Holding SA

6$334.02M
MS

Morgan Stanley

6$291.35M
MKL

Markel Group Inc.

6$253.02M
BX

Blackstone Inc.

6$212.64M

Highest Financial Services Portfolio Overlap (Pairs)

Top superinvestor pairs ranked by overlap score within Financial Services only (shared symbols and reported values in this sector).

InvestorsShared positionsCombined valueOverlap score
Hancock Classic Value & Sequoia Financial Advisors29$5.83B100Extremely high shared conviction
Gardner Russo & Quinn & Sequoia Financial Advisors9$2.84B100Extremely high shared conviction
Giverny Capital & Lountzis Asset Management9$809.15M100Extremely high shared conviction
Berkshire Hathaway & Sequoia Financial Advisors7$95.37B100Extremely high shared conviction
Akre Capital Management & Sequoia Financial Advisors6$3.77B100Extremely high shared conviction
Giverny Capital & Gardner Russo & Quinn6$2.86B100Extremely high shared conviction
Lountzis Asset Management & Gardner Russo & Quinn6$2.52B100Extremely high shared conviction
Lountzis Asset Management & Tweedy, Browne Co All Funds (US)6$329.23M100Extremely high shared conviction
Egerton Capital UK & Sequoia Financial Advisors5$3.02B100Extremely high shared conviction
Tweedy, Browne Co All Funds (US) & Chou Associates Management5$289.55M100Extremely high shared conviction
Gardner Russo & Quinn & Semper Augustus Investments Group4$2.57B100Extremely high shared conviction
Akre Capital Management & Lountzis Asset Management4$2.34B100Extremely high shared conviction
Tweedy, Browne Co All Funds (US) & Gardner Russo & Quinn4$1.79B100Extremely high shared conviction
Chou Associates Management & Sound Shore Management4$368.24M100Extremely high shared conviction
Olstein Capital Management & Lountzis Asset Management4$97.17M100Extremely high shared conviction
Berkshire Hathaway & Matrix Advisors Value Fund3$72.21B100Extremely high shared conviction
Berkshire Hathaway & Tweedy, Browne Co All Funds (US)3$72.07B100Extremely high shared conviction
Akre Capital Management & Egerton Capital UK3$4.33B100Extremely high shared conviction
Akre Capital Management & AltaRock Partners3$2.97B100Extremely high shared conviction
Egerton Capital UK & AltaRock Partners3$2.93B100Extremely high shared conviction

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