New Vernon Investment Management

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

  • Top 5 stock holdings are WRB, PGR, RDN, LNC, HIG, and represent 30.50% of New Vernon Investment Management's stock portfolio.
  • Added to shares of these 7 stocks: RDN (+$6.5M), CB (+$5.0M), AFG, ORI, TJX, MAR, NVO.
  • Started 7 new stock positions in NVO, CB, TJX, MAR, AFG, RDN, ORI.
  • Reduced shares in these 2 stocks: PLMR, FIHL.
  • Sold out of its positions in PLMR, FIHL.
  • New Vernon Investment Management was a net buyer of stock by $19M.
  • New Vernon Investment Management has $107M in assets under management (AUM), dropping by 24.66%.
  • Central Index Key (CIK): 0001500605

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Portfolio Holdings for New Vernon Investment Management

New Vernon Investment Management holds 40 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
W.R. Berkley Corporation (WRB) 6.6 $7.1M 92k 76.62
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Progressive Corporation (PGR) 6.5 $6.9M 28k 246.95
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Radian (RDN) 6.1 $6.5M NEW 180k 36.22
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Lincoln National Corporation (LNC) 5.8 $6.2M 154k 40.33
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Hartford Financial Services (HIG) 5.6 $6.0M 45k 133.39
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Travelers Companies (TRV) 5.2 $5.6M 20k 279.22
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Equitable Holdings (EQH) 4.8 $5.1M 100k 50.78
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Chubb (CB) 4.7 $5.0M NEW 18k 282.25
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American Financial (AFG) 3.6 $3.8M NEW 26k 145.72
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Arthur J. Gallagher & Co. (AJG) 3.5 $3.8M 12k 309.74
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Old Republic International Corporation (ORI) 3.4 $3.7M NEW 87k 42.47
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Broadcom (AVGO) 3.4 $3.6M 11k 329.91
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Marsh & McLennan Companies (MMC) 3.2 $3.5M 17k 201.53
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Corebridge Finl (CRBG) 3.2 $3.4M 107k 32.05
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Arch Cap Group Ord (ACGL) 3.1 $3.3M 37k 90.73
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American Intl Group Com New (AIG) 2.4 $2.6M 33k 78.54
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Everest Re Group (EG) 2.1 $2.3M 6.6k 350.23
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Blackstone Group Inc Com Cl A (BX) 2.1 $2.3M 13k 170.85
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Exxon Mobil Corporation (XOM) 2.1 $2.2M 20k 112.75
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Microsoft Corporation (MSFT) 2.0 $2.1M 4.0k 517.95
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O'reilly Automotive (ORLY) 1.8 $1.9M 18k 107.81
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Hamilton Insurance Group CL B (HG) 1.7 $1.8M 74k 24.80
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Alphabet Inc Class C Cap Stk Cl C (GOOG) 1.6 $1.8M 7.2k 243.55
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Uber Technologies (UBER) 1.6 $1.7M 17k 97.97
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TJX Companies (TJX) 1.3 $1.4M NEW 9.6k 144.54
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Intl Gnrl Insurance Hldngs L SHS (IGIC) 1.3 $1.4M 59k 23.20
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Morgan Stanley Com New (MS) 1.3 $1.4M 8.6k 158.96
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JPMorgan Chase & Co. (JPM) 1.3 $1.3M 4.3k 315.43
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Marriott Intl Cl A (MAR) 1.2 $1.3M NEW 5.1k 260.44
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Amazon (AMZN) 1.0 $1.1M 4.8k 219.57
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Home Depot (HD) 0.9 $1.0M 2.5k 405.19
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NVIDIA Corporation (NVDA) 0.8 $837k 4.5k 186.58
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Stryker Corporation (SYK) 0.7 $799k 2.2k 369.67
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Abbott Laboratories (ABT) 0.7 $793k 5.9k 133.94
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Nu Hldgs Ord Shs Cl A (NU) 0.7 $790k 49k 16.01
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Union Pacific Corporation (UNP) 0.7 $706k 3.0k 236.37
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Medtronic SHS (MDT) 0.6 $697k 7.3k 95.24
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Enterprise Products Partners (EPD) 0.5 $509k 16k 31.27
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Novo-nordisk A S Adr (NVO) 0.5 $505k NEW 9.1k 55.49
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Doubledown Interactive Co Lt Ads (DDI) 0.5 $486k 52k 9.34
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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