SI
Starr Indemnity & Liability Co 13F Holdings & Recent Stock Buys (Q2 2026)
Starr Indemnity & Liability CoCIK: 0001640521
Concentrated strategyMomentum followerQuality / disciplined sizing
Total reported value
$377.0M
Reporting period: 2026-06-30 · Number of holdings: 4
Starr Indemnity & Liability Co disclosed 4 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $377.0M and a quarterly turnover rate of 13.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 13.03
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 8
- Sizing Uniformity
- 90.53
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim GLD
+1.9% -$33.3M
Add IJR
0.0% $7.7M
Add IVOO
0.0% $5.9M
Add IDEV
0.0% $3.3M
Holdings Map
New buyAddUnchangedTrim
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 60.48% | -5.93% | +1.91% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 14.31% | +1.44% | — | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 12.62% | +2.48% | — | |
| 4 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 12.59% | +2.01% | — |
Portfolio Performance
Performance for Q3 2026
+0.1%
Performance Last 4 Quarters
+24.7%
- Stdev
- +15.6%
- Beta
- +0.33
- Alpha
- +18.9%
- Max Drawdown
- -13.7%
- Annualized Perf
- +26.9%
- Batting Avg vs S&P
- +55.6%
- Sortino
- +2.76
- Stutzer
- +0.45
- Treynor
- +0.77
- Sterling
- +1.14
- Calmar
- +1.97
- Information Ratio
- +0.35
- Tracking Error
- +17.4%
- Stdev Down
- +9.1%
- Winning Months %
- +77.8%
- Losing Months %
- +22.2%
- Best 12 Months
- +55.1%
- Worst 12 Months
- +22%
- Efficiency Ratio
- +0.62
- Sharpe
- +1.62
- Stdev Sectors
- —
- Skewness
- -0.9
- Kurtosis
- +0.96
- Upside Potential
- +3.92
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Starr Indemnity & Liability Co's most significant position changes for 2026-06-30: Add: Spdr Gold Shares (GLD) — shares +1.91%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +2.5% | — | Unchanged |
| 2 | IVOO | Vanguard S&p Mid-cap 400 ETF | +2% | — | Unchanged |
| 3 | IDEV | Ishares Core Msci Dev Mkts | +1.4% | — | Unchanged |
| 4 | GLD | Spdr Gold Shares | -5.9% | +1.91% | Add |
Filing History
FAQ
What is Starr Indemnity & Liability Co and what type of investor is it?
Starr Indemnity & Liability Co is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $377.0M, spread across 4 disclosed positions.
What are Starr Indemnity & Liability Co's largest equity positions?
Based on the latest 13F filing, Starr Indemnity & Liability Co's top holdings by market value are:
1. Spdr Gold Shares (GLD) — $228.0M (60.5%)
2. Ishares Core Msci Dev Mkts (IDEV) — $53.9M (14.3%)
3. Ishares Core S&p Small-cap E (IJR) — $47.6M (12.6%)
4. Vanguard S&p Mid-cap 400 ETF (IVOO) — $47.5M (12.6%)
What changes did Starr Indemnity & Liability Co make in its most recent portfolio filing?
In the latest quarter, Starr Indemnity & Liability Co was primarily adding exposure — initiating 0 new positions and adding to 1 existing holdings. The largest of these moves: Add: Spdr Gold Shares (GLD) — shares +1.91%
What sectors does Starr Indemnity & Liability Co focus on?
Sector breakdown data is not yet available for Starr Indemnity & Liability Co. Check back after the next 13F processing cycle.
Investment Profile
Starr Indemnity & Liability Co returned an annualized 26.9% over the trailing 18 months — outperforming the S&P 500 by 18.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.33 (less volatile than the market) and a 56% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
It has added to its IJR position for two straight quarters, increasing it by $9.0M to reach $47.6M.
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Developer Access
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