New Vernon Investment Management

Latest statistics and disclosures from New Vernon Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ACGL, PGR, HIG, PRU, CRBG, and represent 37.74% of New Vernon Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: PGR, EQH, HIG, ACGL, PRU, CB, S, NU, SYK, HG.
  • Started 4 new stock positions in EQH, S, NU, HG.
  • Reduced shares in these 2 stocks: , JNJ.
  • Sold out of its positions in JNJ, MET.
  • New Vernon Investment Management was a net buyer of stock by $16M.
  • New Vernon Investment Management has $118M in assets under management (AUM), dropping by 35.59%.
  • Central Index Key (CIK): 0001500605

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Portfolio Holdings for New Vernon Investment Management

New Vernon Investment Management holds 37 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Arch Cap Group Ord (ACGL) 10.0 $12M +36% 127k 92.44
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Progressive Corporation (PGR) 7.8 $9.2M +72% 44k 206.82
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Hartford Financial Services (HIG) 6.9 $8.2M +66% 79k 103.05
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Prudential Financial (PRU) 6.6 $7.8M +68% 66k 117.40
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Corebridge Finl (CRBG) 6.4 $7.6M 263k 28.73
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Chubb (CB) 6.2 $7.3M +71% 28k 259.13
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W.R. Berkley Corporation (WRB) 6.2 $7.2M 82k 88.44
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American Intl Group Com New (AIG) 6.0 $7.1M 91k 78.17
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Everest Re Group (EG) 5.9 $7.0M 18k 397.50
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Renaissance Re Holdings Ltd Cmn (RNR) 5.5 $6.5M 28k 235.03
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Arthur J. Gallagher & Co. (AJG) 5.2 $6.1M 24k 250.04
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Travelers Companies (TRV) 5.0 $5.9M 26k 230.14
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Equitable Holdings (EQH) 2.8 $3.3M NEW 88k 38.01
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Exxon Mobil Corporation (XOM) 2.0 $2.3M 20k 116.24
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Blackstone Group Inc Com Cl A (BX) 1.5 $1.7M 13k 131.37
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Microsoft Corporation (MSFT) 1.4 $1.7M 4.0k 420.72
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Intl Gnrl Insurance Hldngs L SHS (IGIC) 1.3 $1.5M 113k 13.54
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Broadcom (AVGO) 1.2 $1.5M 1.1k 1325.41
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Nxp Semiconductors N V (NXPI) 1.2 $1.4M 5.7k 247.77
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O'reilly Automotive (ORLY) 1.2 $1.4M 1.2k 1128.88
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Alphabet Cap Stk Cl C (GOOG) 0.9 $1.1M 7.2k 152.26
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Home Depot (HD) 0.8 $959k 2.5k 383.60
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Amazon (AMZN) 0.7 $867k 4.8k 180.38
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JPMorgan Chase & Co. (JPM) 0.7 $852k 4.3k 200.30
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Morgan Stanley Com New (MS) 0.7 $805k 8.6k 94.16
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Stryker Corporation (SYK) 0.7 $773k +62% 2.2k 357.87
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Sentinelone Cl A (S) 0.6 $742k NEW 32k 23.31
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Union Pacific Corporation (UNP) 0.6 $734k 3.0k 245.93
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Abbott Laboratories (ABT) 0.6 $673k 5.9k 113.66
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Medtronic SHS (MDT) 0.5 $637k +70% 7.3k 87.15
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Visa Com Cl A (V) 0.5 $608k 2.2k 279.08
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Qualcomm (QCOM) 0.5 $597k 3.5k 169.30
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Fidelis Insurance Holdings L (FIHL) 0.5 $547k 28k 19.48
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Enterprise Products Partners (EPD) 0.4 $475k 16k 29.18
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FedEx Corporation (FDX) 0.4 $464k 1.6k 289.74
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Nu Hldgs Ord Shs Cl A (NU) 0.3 $330k NEW 28k 11.93
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Hamilton Insurance Group CL B (HG) 0.2 $279k NEW 20k 13.93
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Past Filings by New Vernon Investment Management

SEC 13F filings are viewable for New Vernon Investment Management going back to 2010

View all past filings