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.
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
39
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% | $1.56B | 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% | $782.42M | 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% | $159.67M | Financial Services |
| GOOGL Alphabet Inc. | $100.21M | $3.34M | $103.54M | 1.9% | $142.87M | Communication Services |
| MKL Markel Group Inc. | $82.20M | $9.48M | $91.68M | 1.6% | $88.32M | Financial Services |
| JPM JP Morgan Chase & Co. | $15.38M | $43.77M | $59.15M | 0.6% | $59.89M | Financial Services |
| DIS Walt Disney Company (The) | $51.71M | $242,592 | $51.95M | 1.0% | $55.37M | Communication Services |
| AAPL Apple Inc. | $3.82M | $1.21M | $5.02M | 0.1% | $5.94M | Technology |
| MSFT Microsoft Corporation | $707,025 | $1.31M | $2.02M | 0.0% | $2.30M | 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 ($422.78M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 11 shared holdings ($4.16B combined reported value).
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 |
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