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C V STARR & CO INC

Q3 2025 · Filed 2025-11-12
Market Value
$217M
+12.5%
Holdings
5
-3
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GLD 62.66% 60.46% +2.19% $136M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IDEV 14.02% 14.97% -0.94% $30M
IVOO 11.59% 12.41% -0.81% $25M
IJR 11.00% 11.38% -0.38% $24M
CELU 0.73% 0.78% -0.05% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $190M 87.7%
Mid Cap 1 $25M 11.6%
Micro Cap 1 $2M 0.7%

Portfolio Analytics

Avg Market Cap
$54.9B
Median Market Cap
$30.2B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.77
# Stocks
1
# ETFs / Funds
4

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GLD 62.66% 381,723 $136M $355.47 $19M — —
2 IDEV 14.02% 378,787 $30M $80.17 $2M — —
3 IVOO 11.59% 227,427 $25M $110.38 $1M — —
4 IJR 11.00% 200,458 $24M $118.83 $2M — —
5 CELU 0.73% 764,069 $2M $2.07 $84K — —
View SEC EDGAR Filings for C V STARR & CO INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms