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.
Meritage Group & Lountzis Asset Management Portfolio Overlap
Shared 13F holdings between Meritage Group and Lountzis Asset Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
25
Limited overlap
Shared Holdings
3 shared positions across both portfolios (13 holdings for Meritage Group, 52 for Lountzis Asset Management).
| Stock | Meritage Group value | Lountzis Asset Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | $470.31M | $488,254 | $470.80M | 9.0% | $536.62M | Technology |
| AON Aon Plc | $219.54M | $613,282 | $220.16M | 4.3% | $216.37M | Financial Services |
| PCOR Procore Technologies, Inc. | $152.67M | $5.99M | $158.66M | 4.0% | $128.96M | Technology |
Largest Shared Position
Microsoft Corporation (MSFT) represents the largest overlapping position between Meritage Group and Lountzis Asset Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of MSFT positions reported by both investment firms is approximately $470.80M, reflecting overlapping institutional exposure to Microsoft Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $629.46M | MSFT, PCOR |
| Financial Services | $220.16M | AON |
Consensus Smart Money Signals
Shared holdings between Meritage Group and Lountzis Asset Management 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: MSFT ($470.80M combined).
- Highest average portfolio weight in overlap: MSFT (9.0% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($65.82M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 3 shared holdings ($849.62M 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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