Starr Indemnity & Liability Co
Long book
$393.5M
Q1 2026
Positions
4
Top-10 weight
100%
concentration
Last quarter
-3.7%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsStarr Indemnity & Liability Co is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $393.5M US long book across 4 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SPDR GOLD SHARES, ISHARES CORE MSCI DEV MKTS, VANGUARD S&P MID-CAP 400 ETF, ISHARES CORE S&P SMALL-CAP E.
Over the last 6 quarters its long book ran on average 1.5pp per quarter ahead of the S&P 500, beating the index in 4 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
+6.8%
Q1 2025
+7.4%
Q2 2025
+12.2%
Q3 2025
+7.9%
Q4 2025
+6.3%
Q1 2026
-3.7%
Sector allocation
Other 100%
Long book by quarter
What does Starr Indemnity own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 4 | $393.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 9, 2026 | 4 | $352.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 4 | $306.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 4 | $273.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 5 | $206.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 5 | $202.5M | canonical | SEC ↗ |