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SRB Corp.
SRB Corp is a Boston, Massachusetts-based SEC-registered investment adviser founded in 2011. The firm manages approximately $4.2 billion in assets (as of 2025) and employs 4 staff members, half of whom are investment professionals. Its clients are predominantly insurance companies, with significant assets discretionary managed for institutional purposes. SRB Corp is a specialized manager serving institutional investors, particularly in the insurance sector, with a focused team and a strong compliance record.
Investment Strategy
SRB Corp provides discretionary investment management, primarily for institutional clients such as insurance companies. The firm’s 13F filings indicate a focus on large-cap equities across sectors, with concentrated holdings in companies such as Microsoft, Merck, CVS Health, and Procter & Gamble. Their strategy is geared toward delivering risk-managed returns for large institutional pools, leveraging sector and issue selection expertise. SRB Corp’s approach emphasizes value and stability, reflecting the needs of the insurance clientele for reliable long-term asset growth and preservation.
Latest 13F Filing Activity
SRB Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 23 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Ord, Sel Sector:h Care SPDR, Ge Aerospace Ord among other positions. SRB Corp. reduced exposure to Merck & Co. Ord, Sel Sector:tech SPDR, CVS Health Ord among others.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT ORD | 20.68% | $344.7M | 692,923 | $28.93 | $497.41 | +$84.5M |
S SAFT | SAFETY INSURANCE GROUP ORD | 8.77% | $146.3M | 1,842,284 | $48.36 | $79.39 | +$939.6K |
A AMZN | AMAZON COM ORD | 6.45% | $107.6M | 490,272 | $155.90 | $219.39 | +$14.3M |
R RNR | RENAISSANCERE ORD | 6.14% | $102.4M | 421,659 | $159.55 | $242.90 | +$1.2M |
G GE | GE AEROSPACE ORD | 5.91% | $98.5M | 382,754 | $67.73 | $257.39 | +$21.9M |
Industry Allocation
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