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

Giverny Capital & Gardner Russo & Quinn Portfolio Overlap

Shared 13F holdings between Giverny Capital and Gardner Russo & Quinn based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Limited overlap

Shared Holdings

11 shared positions across both portfolios (50 holdings for Giverny Capital, 78 for Gardner Russo & Quinn).

Stock	Giverny Capital value	Gardner Russo & Quinn value	Combined value	Conviction	Est. current value	Sector
GOOG Alphabet Inc.	$178.11M	$961.08M	$1.14B	9.2%	$1.42B	Communication Services
BRK-A Berkshire Hathaway Inc.	$7.90M	$1.05B	$1.06B	6.6%	—	Financial Services
MA Mastercard Incorporated	$14.02M	$777.04M	$791.07M	5.1%	$827.13M	Financial Services
BRK-B Berkshire Hathaway Inc. New	$181.44M	$532.12M	$713.55M	6.6%	—	Financial Services
V Visa Inc.	$119.79M	$28.35M	$148.15M	2.4%	$172.09M	Financial Services
GOOGL Alphabet Inc.	$100.21M	$3.34M	$103.54M	1.9%	$130.06M	Communication Services
MKL Markel Group Inc.	$82.20M	$9.48M	$91.68M	1.6%	$91.80M	Financial Services
JPM JP Morgan Chase & Co.	$15.38M	$43.77M	$59.15M	0.6%	$67.18M	Financial Services
DIS Walt Disney Company (The)	$51.71M	$242,592	$51.95M	1.0%	$51.59M	Communication Services
AAPL Apple Inc.	$3.82M	$1.21M	$5.02M	0.1%	$5.83M	Technology
MSFT Microsoft Corporation	$707,025	$1.31M	$2.02M	0.0%	$2.10M	Technology

Largest Shared Position

Alphabet Inc. (GOOG) represents the largest overlapping position between Giverny Capital and Gardner Russo & Quinn based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of GOOG positions reported by both investment firms is approximately $1.14B, reflecting overlapping institutional exposure to Alphabet Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$2.86B	BRK-A, BRK-B, JPM, MA, MKL, V
Communication Services	$1.29B	DIS, GOOG, GOOGL
Technology	$7.04M	AAPL, MSFT

Consensus Smart Money Signals

Shared holdings between Giverny Capital and Gardner Russo & Quinn 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: GOOG ($1.14B combined).
Highest average portfolio weight in overlap: GOOG (9.2% conviction score).
Largest estimated mark-to-market gain since filing: GOOG ($282.08M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Giverny Capital and Gardner Russo & Quinn decreased between Q4 2001 and Q1 2001, with 11 shared holdings in the latest period ($4.16B combined reported value) versus 12 in the prior period ($4.98B).

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