As of the latest SEC filings, SPECIALTY UNDERWRITING & RESID (SURF) is held by 9 institutional funds. The largest fund shareholder is PIMCO Total Return Fund (PTRAX), holding an estimated $7,199,293.91 in market value, representing 0.02% of its portfolio.
Funds holding SPECIALTY UNDERWRITING & RESID (SURF)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SURF
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PTRAX
PIMCO Total Return Fund
|
MF | PIMCO | 0.02% | $7,199,293.91 | 22,652,082 | Mar 31, 2026 | May 29, 2026 |
|
DBLTX
DoubleLine Total Return Bond Fund
|
MF | Independent / Boutique | 0.02% | $5,926,243.37 | 11,483,481 | Mar 31, 2026 | May 28, 2026 |
|
PTRAX
PIMCO Total Return Fund
|
MF | PIMCO | 0.00% | $1,535,683.97 | 4,835,451 | Mar 31, 2026 | May 29, 2026 |
|
DBLTX
DoubleLine Total Return Bond Fund
|
MF | Independent / Boutique | 0.00% | $1,112,386.91 | 3,500,049 | Mar 31, 2026 | May 28, 2026 |
|
PDI
N/A
|
CEF | PIMCO | 0.01% | $726,657.73 | 2,288,047 | Mar 31, 2026 | May 29, 2026 |
|
RCTRX
Regan Total Return Income Fund
|
MF | Independent / Boutique | 0.02% | $534,617.67 | 1,614,589 | Mar 31, 2026 | Jun 1, 2026 |
|
PGCAX
PIMCO Investment Grade Credit Bond Fund
|
MF | PIMCO | 0.00% | $418,822.90 | 1,318,759 | Mar 31, 2026 | May 29, 2026 |
|
PTIAX
Performance Trust Total Return Bond Fund
|
MF | Independent / Boutique | 0.00% | $229,029.01 | 706,841 | Feb 28, 2026 | Apr 16, 2026 |
|
PGSAX
PIMCO Global Advantage Strategy Bond Fund
|
MF | PIMCO | 0.07% | $139,607.63 | 439,586 | Mar 31, 2026 | May 29, 2026 |
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