Filed: 8/14/2023ACC: 0001567619-23-006937
📋 What this filing means
C.V. STARR & CO., INC. TRUST filed this quarterly 13F‑HR report disclosing 2 equity positions with a total reported market value of $18.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2
Positions
$18.18M
Total AUM (reported)
570.30K
Total Shares
Allocation by class
COM STK$18.18M100.0%
Portfolio Concentration
Top 3$18.18M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 570.30K
Sole
Full voting authority
570.30K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole2
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2
Rows:
MARSH & MCLENNAN ORD
SOLEShares60K
TypeSH
Market value$11.28M
62.08%
Sole
60K
Shared
0.00
None
0.00
BAIN CAPITAL SPECIALTY FINANCE ORD
SOLEShares510.30K
TypeSH
Market value$6.89M
37.92%
Sole
510.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MARSH & MCLENNAN ORDSOLE | COM STK | 60K | SH | $11.28M 62.08% | 60K | 0.00 | 0.00 |
BAIN CAPITAL SPECIALTY FINANCE ORDSOLE | COM STK | 510.30K | SH | $6.89M 37.92% | 510.30K | 0.00 | 0.00 |