C.v. Starr & Co., Trust 13F annual report

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.

$19.4 billion Assets Under Management (AUM)

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.

Careers at C.v. Starr & Co., Trust

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.

Recent trades

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 .

One of the smallest hedge funds

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.

Howard Smith investment strategy

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.

The complete list of C.v. Starr & Co., Trust trades based on 13F SEC filings

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