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 June 30, 2026).

Overlap Score

Limited overlap

Shared Holdings

12 shared positions across both portfolios (50 holdings for Giverny Capital, 76 for Gardner Russo & Quinn).

Stock	Giverny Capital value	Gardner Russo & Quinn value	Combined value	Conviction	Est. current value	Sector
GOOG Alphabet Inc.	$213.93M	$1.08B	$1.29B	10.0%	$1.26B	Communication Services
BRK-A Berkshire Hathaway Inc.	$6.74M	$1.07B	$1.08B	6.5%	$1.09B	Financial Services
MA Mastercard Incorporated	$14.80M	$781.90M	$796.70M	4.9%	$883.09M	Financial Services
BRK-B Berkshire Hathaway Inc. New	$124.32M	$540.10M	$664.42M	5.3%	$669.26M	Financial Services
V Visa Inc.	$133.77M	$29.94M	$163.71M	2.4%	$173.76M	Financial Services
GOOGL Alphabet Inc.	$110.83M	$3.97M	$114.80M	1.9%	$111.11M	Communication Services
MKL Markel Group Inc.	$60.30M	$8.33M	$68.63M	1.1%	$64.92M	Financial Services
DIS Walt Disney Company (The)	$49.62M	$239,858	$49.86M	0.8%	$55.35M	Communication Services
JPM JP Morgan Chase & Co.	$15.67M	$8.09M	$23.76M	0.3%	$26.34M	Financial Services
AXP American Express Company	$15.75M	$1.73M	$17.49M	0.3%	$17.75M	Financial Services
AAPL Apple Inc.	$3.76M	$1.33M	$5.09M	0.1%	$5.38M	Technology
MSFT Microsoft Corporation	$666,587	$1.34M	$2.00M	0.0%	$2.66M	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 June 30, 2026. The combined disclosed value of GOOG positions reported by both investment firms is approximately $1.29B, reflecting overlapping institutional exposure to Alphabet Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$2.81B	AXP, BRK-A, BRK-B, JPM, MA, MKL, V
Communication Services	$1.46B	DIS, GOOG, GOOGL
Technology	$7.10M	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 ($1.29B combined).
Highest average portfolio weight in overlap: GOOG (10.0% conviction score).
Largest estimated mark-to-market gain since filing: MA ($86.39M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Giverny Capital and Gardner Russo & Quinn increased between Q1 2001 and Q2 2001, with 12 shared holdings in the latest period ($4.28B combined reported value) versus 11 in the prior period ($4.16B).

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