$22.1 Million is the total value of C.V. Starr & Co., Inc. Trust's 3 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MMC | MARSH & MCLENNAN ORD | $9,086,000 | +7.6% | 60,000 | 0.0% | 41.18% | +5.4% | |
| BCSF | Buy | BAIN CAPITAL SPECIALTY FINANCE ORD | $6,518,000 | -0.8% | 439,186 | +2.2% | 29.54% | -2.9% |
| JNJ | JOHNSON & JOHNSON ORD | $6,460,000 | -2.0% | 40,000 | 0.0% | 29.28% | -4.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MARSH & MCLENNAN ORD | 42 | Q3 2023 | 63.4% |
| JOHNSON & JOHNSON ORD | 34 | Q3 2021 | 35.3% |
| ENERGY TRANSFER UNT | 28 | Q1 2020 | 10.0% |
| ENTERPRISE PRODUCTS PARTNERS UNT | 28 | Q1 2020 | 6.0% |
| MAGELLAN MIDSTREAM PARTNERS UNT | 28 | Q1 2020 | 5.8% |
| PLAINS ALL AMER PIPELINE LP | 28 | Q1 2020 | 6.5% |
| GENESIS ENERGY UNT | 28 | Q1 2020 | 5.0% |
| ILLINOIS TOOL WORKS | 28 | Q1 2020 | 5.7% |
| VERIZON COMMUNICATIONS ORD | 28 | Q1 2020 | 6.5% |
| PROCTER & GAMBLE ORD | 28 | Q1 2020 | 7.1% |
View C.V. Starr & Co., Inc. Trust's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-01-27 |
| 13F-HR | 2021-11-02 |
| 13F-HR | 2021-07-19 |
View C.V. Starr & Co., Inc. Trust's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.