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.
Hancock Classic Value & Berkshire Hathaway Portfolio Overlap
Shared 13F holdings between Hancock Classic Value and Berkshire Hathaway based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
14
Minimal overlap
Shared Holdings
4 shared positions across both portfolios (158 holdings for Hancock Classic Value, 27 for Berkshire Hathaway).
| Stock | Hancock Classic Value value | Berkshire Hathaway value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | $61.17M | $28.16B | $28.22B | 4.8% | $27.31B | Communication Services |
| BAC Bank of America Corporation | $359.56M | $27.54B | $27.90B | 5.2% | $31.58B | Financial Services |
| DAL Delta Air Lines, Inc. | $245.27M | $5.37B | $5.61B | 1.3% | $5.36B | Industrials |
| COF Capital One Financial Corporati | $921.63M | $601.86M | $1.52B | 1.5% | $1.73B | Financial Services |
Largest Shared Position
Alphabet Inc. (GOOGL) represents the largest overlapping position between Hancock Classic Value and Berkshire Hathaway based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of GOOGL positions reported by both investment firms is approximately $28.22B, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $29.43B | BAC, COF |
| Communication Services | $28.22B | GOOGL |
| Industrials | $5.61B | DAL |
Consensus Smart Money Signals
Shared holdings between Hancock Classic Value and Berkshire Hathaway 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: GOOGL ($28.22B combined).
- Highest average portfolio weight in overlap: BAC (5.2% conviction score).
- Largest estimated mark-to-market gain since filing: BAC ($3.68B vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Hancock Classic Value and Berkshire Hathaway decreased between Q1 2001 and Q2 2001, with 4 shared holdings in the latest period ($63.26B combined reported value) versus 5 in the prior period ($46.16B).
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 |
Related Overlap Pages
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- Berkshire Hathaway portfolio
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