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SRB Corp Portfolio holdings

AUM $1.63B
1-Year Est. Return 20.77%
This Fund
S&P 500
This Quarter Est. Return
-2.95%
1 Year Est. Return
+20.77%
3 Year Est. Return
+53.11%
5 Year Est. Return
+65.5%
10 Year Est. Return
+234.08%
AUM
$1.63B
AUM Growth
-$194M
Cap. Flow
-$114M
Cap. Flow %
-7%
Top 10 Hldgs %
67.75%
Holding
23
New
Increased
Reduced
15
Closed

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$49.1M
2
GE icon
GE Aerospace
GE
+$21.7M
3
WMT icon
Walmart Inc
WMT
+$13.1M
4
RNR icon
RenaissanceRe
RNR
+$9.17M
5
PG icon
Procter & Gamble
PG
+$4.96M

Sector Composition

Rank Sector Weight
1 Technology 18.9%
2 Financials 15.1%
3 Industrials 9.72%
4 Consumer Discretionary 9.46%
5 Consumer Staples 6.8%

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SRB Corp's Q1 2026 Portfolio in Review

As of Q1 2026, SRB Corp held 23 positions worth $1.63B, down 11% from $1.82B the previous quarter. Its ten largest holdings account for 68% of the portfolio.

SRB Corp withdrew a net $114M in Q1 2026, reducing 15 holdings. Its largest reduction was Microsoft, cutting an estimated $49.1M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 23% a quarter earlier, followed by Financials and Industrials.

  • SRB Corp's biggest Q1 2026 reduction was Microsoft, cutting an estimated $49.1M.
  • SRB Corp's ten largest holdings make up 68% of its $1.63B portfolio in Q1 2026.
  • SRB Corp opened 0 new positions and closed 0 in Q1 2026.
  • SRB Corp's portfolio value fell 11% quarter-over-quarter to $1.63B.

Based on SRB Corp's 13F filing for Q1 2026, filed 14 May 2026.