New Vernon Investment Management

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

  • Top 5 stock holdings are XLF, TRV, CB, ACGL, ORI, and represent 37.32% of New Vernon Investment Management's stock portfolio.
  • Added to shares of these 9 stocks: XLF (+$11M), CB (+$6.0M), WRB, AJG, EG, ACGL, CRBG, UNM, ORI.
  • Started 6 new stock positions in CB, UNM, XLF, AJG, CRBG, WRB.
  • Reduced shares in these 10 stocks: AIG (-$5.6M), AFG, TRV, HIG, MRSH, RDN, WTW, LNC, , EQH.
  • Sold out of its positions in AFG, AIG, XOM, SLDE.
  • New Vernon Investment Management was a net seller of stock by $-1.2M.
  • New Vernon Investment Management has $94M in assets under management (AUM), dropping by -8.31%.
  • Central Index Key (CIK): 0001500605

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Portfolio Holdings for New Vernon Investment Management

New Vernon Investment Management holds 39 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Select Sector Spdr Tr State Street Fin (XLF) 11.4 $11M NEW 218k 49.37
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Travelers Companies (TRV) 8.1 $7.6M -28% 26k 291.68
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Chubb (CB) 6.4 $6.0M NEW 18k 325.93
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Arch Cap Group Ord (ACGL) 5.9 $5.5M +56% 58k 95.99
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Old Republic International Corporation (ORI) 5.5 $5.2M 130k 39.90
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Everest Re Group (EG) 4.6 $4.3M +100% 13k 326.85
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W.R. Berkley Corporation (WRB) 4.5 $4.2M NEW 64k 66.28
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Broadcom (AVGO) 3.6 $3.4M 11k 309.51
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Hartford Financial Services (HIG) 3.2 $3.0M -49% 22k 135.23
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Lincoln National Corporation (LNC) 3.2 $3.0M -45% 84k 35.50
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Marsh & McLennan Companies (MRSH) 3.2 $3.0M -50% 17k 173.45
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Radian (RDN) 3.2 $3.0M -50% 90k 33.08
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Arthur J. Gallagher & Co. (AJG) 3.1 $2.9M NEW 14k 216.58
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Willis Towers Watson SHS (WTW) 2.9 $2.8M -50% 9.5k 290.70
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Hamilton Insurance Group CL B (HG) 2.3 $2.2M 74k 29.83
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Alphabet Inc Class C Cap Stk Cl C (GOOG) 2.2 $2.1M 7.2k 286.86
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Marriott Intl Cl A (MAR) 1.8 $1.7M 5.1k 327.07
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O'reilly Automotive (ORLY) 1.8 $1.7M 18k 92.31
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TJX Companies (TJX) 1.6 $1.5M 9.6k 159.70
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Blackstone Group Inc Com Cl A (BX) 1.6 $1.5M 13k 114.99
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Microsoft Corporation (MSFT) 1.6 $1.5M 4.0k 370.17
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Corebridge Finl (CRBG) 1.6 $1.5M NEW 62k 23.86
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Unum (UNM) 1.5 $1.4M NEW 20k 73.03
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Equitable Holdings (EQH) 1.5 $1.4M -61% 39k 37.11
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Intl Gnrl Insurance Hldngs L SHS (IGIC) 1.5 $1.4M 59k 24.23
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Morgan Stanley Com New (MS) 1.5 $1.4M 8.6k 164.57
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JPMorgan Chase & Co. (JPM) 1.3 $1.3M 4.3k 294.16
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Uber Technologies (UBER) 1.3 $1.2M 17k 71.93
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Amazon (AMZN) 1.1 $1.0M 4.8k 208.27
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Home Depot (HD) 0.9 $822k 2.5k 328.89
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NVIDIA Corporation (NVDA) 0.8 $782k 4.5k 174.40
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Union Pacific Corporation (UNP) 0.8 $724k 3.0k 242.62
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Stryker Corporation (SYK) 0.8 $710k 2.2k 328.59
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Nu Hldgs Ord Shs Cl A (NU) 0.8 $709k 49k 14.37
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Doubledown Interactive Co Lt Ads (DDI) 0.7 $644k 76k 8.45
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Medtronic SHS (MDT) 0.7 $634k 7.3k 86.65
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Enterprise Products Partners (EPD) 0.7 $616k 16k 37.84
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Abbott Laboratories (ABT) 0.6 $608k 5.9k 102.67
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Novo-nordisk A S Adr (NVO) 0.4 $334k 9.1k 36.75
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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

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