Financial Services Sector Portfolio Overlap
Shared Financial Services sector holdings among 84 institutional investors and superinvestors tracked by InsiderSet based on the latest publicly available SEC Form 13F filings for the quarter ended June 30, 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).
| Stock | Superinvestors | Combined reported value |
|---|---|---|
| V Visa Inc. | 34 | $20.29B |
| BRK-B Berkshire Hathaway Inc. New | 29 | $14.64B |
| MA Mastercard Incorporated | 24 | $6.90B |
| MCO Moody's Corporation | 19 | $20.02B |
| BRK-A Berkshire Hathaway Inc. | 19 | $2.05B |
| JPM JP Morgan Chase & Co. | 19 | $1.94B |
| AXP American Express Company | 18 | $52.07B |
| BAC Bank of America Corporation | 17 | $29.01B |
| SPGI S&P Global Inc. | 17 | $9.25B |
| WFC Wells Fargo & Company | 16 | $3.60B |
| SCHW Charles Schwab Corporation (The | 13 | $9.44B |
| COF Capital One Financial Corporati | 13 | $5.88B |
| AON Aon Plc | 12 | $3.55B |
| PGR Progressive Corporation (The) | 12 | $414.66M |
| BK The Bank of New York Mellon Cor | 11 | $4.11B |
| IBKR Interactive Brokers Group, Inc. | 10 | $1.27B |
| C Citigroup, Inc. | 9 | $1.32B |
| CME CME Group Inc. | 9 | $328.36M |
| ICE Intercontinental Exchange Inc. | 8 | $1.41B |
| MSCI MSCI Inc. | 8 | $1.23B |
| PYPL PayPal Holdings, Inc. | 8 | $372.34M |
| CB Chubb Limited | 7 | $11.83B |
| BN Brookfield Corporation | 7 | $5.70B |
| AJG Arthur J. Gallagher & Co. | 7 | $3.68B |
| KKR KKR & Co. Inc. | 7 | $1.64B |
| ALLY Ally Financial Inc. | 7 | $1.49B |
| USB U.S. Bancorp | 7 | $665.54M |
| MS Morgan Stanley | 7 | $552.93M |
| TRV The Travelers Companies, Inc. | 7 | $103.17M |
| RKT Rocket Companies, Inc. | 6 | $945.49M |
| BRO Brown & Brown, Inc. | 6 | $866.06M |
| EQH Equitable Holdings, Inc. | 6 | $703.30M |
| BX Blackstone Inc. | 6 | $238.14M |
| HDB HDFC Bank Limited | 6 | $226.75M |
| MKL Markel Group Inc. | 6 | $210.54M |
| ALL Allstate Corporation (The) | 6 | $64.73M |
| TRU TransUnion | 5 | $2.20B |
| CRBG Corebridge Financial Inc. | 5 | $1.22B |
| FNF FNF Group of Fidelity National | 5 | $607.21M |
| MMC Marsh & McLennan Companies, Inc | 5 | $523.59M |
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).