As of the latest SEC filings, START II LTD (STARR) is held by 24 institutional funds. The largest fund shareholder is VANGUARD WELLINGTON FUND (VWELX), holding an estimated $5,173,098.72 in market value, representing a significant portion of its portfolio.
Funds holding START II LTD (STARR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- STARR
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VWELX
VANGUARD WELLINGTON FUND
|
MF | Vanguard | 0.00% | $5,173,098.72 | 5,184,761 | Feb 28, 2026 | Apr 28, 2026 |
|
VWIAX
VANGUARD WELLESLEY INCOME FUND
|
MF | Vanguard | 0.01% | $4,857,611.29 | 4,857,563 | Mar 31, 2026 | May 28, 2026 |
|
-
PIMCO Long Duration Credit Bond Portfolio
|
ETF | PIMCO | 0.01% | $2,002,572.12 | 2,001,056 | Mar 31, 2026 | May 29, 2026 |
|
PMZAX
PIMCO Mortgage Opportunities and Bond Fund
|
MF | PIMCO | 0.01% | $1,802,314.90 | 1,800,950 | Mar 31, 2026 | May 29, 2026 |
|
JMUAX
Janus Henderson Multi-Sector Income Fund
|
MF | Independent / Boutique | 0.02% | $1,177,500.00 | 1,500,000 | Mar 31, 2026 | May 29, 2026 |
|
-
N/A
|
CEF | PIMCO | 0.03% | $1,151,478.98 | 1,150,607 | Mar 31, 2026 | May 29, 2026 |
|
GOF
Guggenheim Strategic Opportunities Fund
|
CEF | Guggenheim | 0.05% | $1,137,222.58 | 1,139,786 | Feb 27, 2026 | Apr 29, 2026 |
|
PGCAX
PIMCO Investment Grade Credit Bond Fund
|
MF | PIMCO | 0.01% | $1,076,382.53 | 1,075,567 | Mar 31, 2026 | May 29, 2026 |
|
DBLFX
DoubleLine Core Fixed Income Fund
|
MF | Independent / Boutique | 0.01% | $1,003,668.51 | 1,000,528 | Mar 31, 2026 | May 28, 2026 |
|
-
JNL/WMC Balanced Fund
|
ETF | Independent / Boutique | 0.00% | $400,719.29 | 401,462 | Mar 31, 2026 | May 28, 2026 |
|
GUG
Guggenheim Active Allocation Fund
|
CEF | Guggenheim | 0.07% | $391,710.00 | 392,593 | Feb 27, 2026 | Apr 29, 2026 |
|
XAGG
Eaton Vance Income Opportunities ETF
|
ETF | Morgan Stanley | 0.04% | $357,959.78 | 357,689 | Mar 31, 2026 | May 27, 2026 |
|
PDI
N/A
|
CEF | PIMCO | 0.00% | $350,450.14 | 350,185 | Mar 31, 2026 | May 29, 2026 |
|
PLCPX
PIMCO Long-Term Credit Bond Fund
|
MF | PIMCO | 0.01% | $325,418.00 | 325,172 | Mar 31, 2026 | May 29, 2026 |
|
-
PIMCO Investment Grade Credit Bond Portfolio
|
ETF | PIMCO | 0.01% | $250,321.53 | 250,132 | Mar 31, 2026 | May 29, 2026 |
|
TOTL
State Street(R) DoubleLine(R) Total Return Tactical ETF
|
ETF | State Street (SPDR) | 0.01% | $250,134.48 | 250,132 | Mar 31, 2026 | May 28, 2026 |
|
PDAAX
PIMCO Diversified Income Fund
|
MF | PIMCO | 0.01% | $150,192.94 | 150,079 | Mar 31, 2026 | May 29, 2026 |
|
-
BALANCED PORTFOLIO
|
ETF | Vanguard | 0.00% | $145,077.99 | 145,077 | Mar 31, 2026 | May 28, 2026 |
|
HAIBX
HARTFORD BALANCED HLS FUND
|
MF | Independent / Boutique | 0.01% | $76,291.03 | 76,290 | Mar 31, 2026 | May 22, 2026 |
|
JIGDX
Opportunistic Fixed Income Fund
|
MF | John Hancock | 0.04% | $63,179.06 | 63,321 | Feb 28, 2026 | Apr 28, 2026 |
|
VGWAX
VANGUARD GLOBAL WELLINGTON FUND
|
MF | Vanguard | 0.00% | $63,179.03 | 63,321 | Feb 28, 2026 | Apr 28, 2026 |
|
VGYAX
VANGUARD GLOBAL WELLESLEY INCOME FUND
|
MF | Vanguard | 0.01% | $63,179.02 | 63,321 | Feb 28, 2026 | Apr 28, 2026 |
|
ITTIX
Hartford Multi-Asset Income Fund
|
MF | Independent / Boutique | 0.01% | $62,642.00 | 62,533 | Apr 30, 2026 | Jun 25, 2026 |
|
JAEKX
Opportunistic Fixed Income Trust
|
MF | John Hancock | 0.04% | $62,533.64 | 62,533 | Mar 31, 2026 | May 29, 2026 |
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