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Starr Indemnity & Liability Co

Q2 2025 · Filed 2025-08-08
Market Value
$273M
+32.3%
Holdings
8
+1
New Purchases
3
Added To
1
Closed
4
Reduced
0
Top 10 Concentration
100.0%
Turnover
87.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IDEV 16.87% 0.00% +16.87% $46M
IVOO 13.99% 0.00% +13.99% $38M
IJR 12.84% 0.00% +12.84% $35M
GLD 56.29% 45.66% +10.64% $154M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEFA 0.00% 20.26% -20.26% $0
MDY 0.00% 17.41% -17.41% $0
VB 0.00% 16.22% -16.22% $0
BCSF 0.00% 0.44% -0.44% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 6 $235M 86.0%
Mid Cap 1 $38M 14.0%
Small Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$84.8B
Median Market Cap
$66.6B
Avg P/E
11.6
Median P/E
11.6
Avg Dividend Yield
0.15%
Avg Beta
0.89
# Stocks
1
# ETFs / Funds
7

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GLD 56.29% 504,418 $154M $304.83 $59M +177,230 +54.2%
2 IDEV 16.87% 606,060 $46M $76.04 +606,060 NEW
3 IVOO 13.99% 364,098 $38M $104.98 +364,098 NEW
4 IJR 12.84% 320,950 $35M $109.29 +320,950 NEW
5 BCSF —% -$913K -55,022 -100.0% SOLD
6 MDY —% -$36M -67,400 -100.0% SOLD
7 IEFA —% -$42M -553,126 -100.0% SOLD
8 VB —% -$34M -151,073 -100.0% SOLD

New Positions

SymbolValue% Port
IDEV $46M 16.87%
IVOO $38M 13.99%
IJR $35M 12.84%

Sold Out Positions

SymbolValue% Port
BCSF —%
VB —%
MDY —%
IEFA —%
View SEC EDGAR Filings for Starr Indemnity & Liability Co →

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