C.v. Starr & Co., Trust is an investment fund managing more than $19.4 billion ran by Howard Smith. There are currently 2 companies in Mr. Smith’s portfolio. The largest investments include Marsh & McLennan Cos and Bain Cap Specialty Fin Inc, together worth $19.4 billion.
As of 7th November 2023, C.v. Starr & Co., Trust’s top holding is 60,000 shares of Marsh & McLennan Cos currently worth over $11.4 billion and making up 58.8% of the portfolio value.
Relative to the number of outstanding shares of Marsh & McLennan Cos, C.v. Starr & Co., Trust owns more than approximately 0.1% of the company.
In addition, the fund holds 523,344 shares of Bain Cap Specialty Fin Inc worth $8.01 billion.
Currently, C.v. Starr & Co., Trust's portfolio is worth at least $19.4 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The C.v. Starr & Co., Trust office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Howard Smith serves as the Trustee at C.v. Starr & Co., Trust.
In the most recent 13F filing, C.v. Starr & Co., Trust revealed that it had increased its stake in Bain Cap Specialty Fin Inc and bought 29,046 additional shares worth around .
The two most similar investment funds to C.v. Starr & Co., Trust are Public Employees Retirement Association Of Colorado and Harbor Spring Capital. They manage $19.5 billion and $19.3 billion respectively.
C.v. Starr & Co., Trust’s portfolio is diversified across 2 sectors.
Currently, their heaviest sector is Finance — making up 58.8% of
the total portfolio value.
The fund focuses on investments in the United States as
50.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
50% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $87 billion.
These positions were updated on November 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
Security | Shares Owned | Value | Allocation |
---|---|---|---|
Marsh & McLennan Cos., Inc. |
No change
60,000
|
$11,418,000,000 | 58.76% |
Bain Cap Specialty Fin Inc |
5.88%
523,344
|
$8,012,397,000 | 41.24% |
No transactions found | |||
Showing first 500 out of 2 holdings |