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).

StockSuperinvestorsCombined 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).

InvestorsShared positionsCombined valueOverlap score
Hancock Classic Value & Sequoia Financial Advisors29$6.70B100Extremely high shared conviction
Gardner Russo & Quinn & Sequoia Financial Advisors9$2.88B100Extremely high shared conviction
Giverny Capital & Lountzis Asset Management8$780.96M100Extremely high shared conviction
Berkshire Hathaway & Sequoia Financial Advisors7$103.64B100Extremely high shared conviction
Giverny Capital & Gardner Russo & Quinn7$2.81B100Extremely high shared conviction
Akre Capital Management & Sequoia Financial Advisors6$3.20B100Extremely high shared conviction
Lountzis Asset Management & Tweedy, Browne Co All Funds (US)6$344.68M100Extremely high shared conviction
Egerton Capital UK & Sequoia Financial Advisors5$3.04B100Extremely high shared conviction
Lountzis Asset Management & Gardner Russo & Quinn5$1.74B100Extremely high shared conviction
Tweedy, Browne Co All Funds (US) & Chou Associates Management5$304.80M100Extremely high shared conviction
Gardner Russo & Quinn & Semper Augustus Investments Group4$2.62B100Extremely high shared conviction
Tweedy, Browne Co All Funds (US) & Gardner Russo & Quinn4$1.83B100Extremely high shared conviction
Chou Associates Management & Sound Shore Management4$391.86M100Extremely high shared conviction
Berkshire Hathaway & Tweedy, Browne Co All Funds (US)3$80.11B100Extremely high shared conviction
Berkshire Hathaway & Matrix Advisors Value Fund3$79.43B100Extremely high shared conviction
Akre Capital Management & Egerton Capital UK3$4.35B100Extremely high shared conviction
Egerton Capital UK & AltaRock Partners3$3.21B100Extremely high shared conviction
Akre Capital Management & AltaRock Partners3$2.72B100Extremely high shared conviction
Egerton Capital UK & Alapocas Investment Partners3$2.44B100Extremely high shared conviction
Egerton Capital UK & AKO Capital3$2.42B100Extremely high shared conviction

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