New Vernon Investment Management

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

  • Top 5 stock holdings are PGR, ACGL, HIG, AJG, AIG, and represent 39.96% of New Vernon Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: LNC, AJG, AIG, PGR, HIG, AVGO, HG, WRB, PLMR, EQH.
  • Started 3 new stock positions in PLMR, LNC, BOW.
  • Reduced shares in these 4 stocks: PRU, ESNT, CRBG, .
  • Sold out of its positions in PRU, V, ESNT.
  • New Vernon Investment Management was a net buyer of stock by $13M.
  • New Vernon Investment Management has $93M in assets under management (AUM), dropping by 20.66%.
  • 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 September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Progressive Corporation (PGR) 9.6 $8.9M +36% 35k 253.76
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Arch Cap Group Ord (ACGL) 8.6 $8.0M 72k 111.88
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Hartford Financial Services (HIG) 7.5 $7.0M +50% 60k 117.61
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Arthur J. Gallagher & Co. (AJG) 7.4 $6.8M +100% 24k 281.37
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American Intl Group Com New (AIG) 6.9 $6.4M +92% 87k 73.23
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Chubb (CB) 4.4 $4.1M 14k 288.39
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Renaissance Re Holdings Ltd Cmn (RNR) 4.0 $3.7M 14k 272.40
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Lincoln National Corporation (LNC) 3.8 $3.5M NEW 111k 31.51
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W.R. Berkley Corporation (WRB) 3.8 $3.5M +50% 62k 56.73
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Equitable Holdings (EQH) 3.7 $3.5M +7% 83k 42.03
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Corebridge Finl (CRBG) 3.7 $3.4M -27% 117k 29.16
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Everest Re Group (EG) 3.7 $3.4M 8.8k 390.69
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Travelers Companies (TRV) 3.7 $3.4M 15k 234.12
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Exxon Mobil Corporation (XOM) 2.5 $2.3M 20k 117.22
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Blackstone Group Inc Com Cl A (BX) 2.2 $2.0M 13k 153.13
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Hamilton Insurance Group CL B (HG) 2.1 $1.9M +603% 99k 19.34
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Broadcom (AVGO) 2.0 $1.9M +900% 11k 172.50
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Microsoft Corporation (MSFT) 1.9 $1.7M 4.0k 430.30
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Intl Gnrl Insurance Hldngs L SHS (IGIC) 1.6 $1.5M 79k 19.00
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O'reilly Automotive (ORLY) 1.5 $1.4M 1.2k 1151.60
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Nxp Semiconductors N V (NXPI) 1.5 $1.4M 5.7k 240.01
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Alphabet Cap Stk Cl C (GOOG) 1.3 $1.2M 7.2k 167.19
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Home Depot (HD) 1.1 $1.0M 2.5k 405.20
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Teck Resources CL B (TECK) 1.1 $1.0M 19k 52.24
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Nmi Hldgs Inc cl a (NMIH) 1.1 $1.0M 24k 41.19
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JPMorgan Chase & Co. (JPM) 1.0 $897k 4.3k 210.86
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Amazon (AMZN) 1.0 $896k 4.8k 186.33
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Morgan Stanley Com New (MS) 1.0 $891k 8.6k 104.24
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Palomar Hldgs (PLMR) 0.9 $835k NEW 8.8k 94.67
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Stryker Corporation (SYK) 0.8 $780k 2.2k 361.26
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Union Pacific Corporation (UNP) 0.8 $736k 3.0k 246.48
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Abbott Laboratories (ABT) 0.7 $675k 5.9k 114.01
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Medtronic SHS (MDT) 0.7 $658k 7.3k 90.03
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Qualcomm (QCOM) 0.6 $599k 3.5k 170.05
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Fidelis Insurance Holdings L (FIHL) 0.6 $516k 29k 18.06
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Enterprise Products Partners (EPD) 0.5 $474k 16k 29.11
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FedEx Corporation (FDX) 0.5 $438k 1.6k 273.68
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Nu Hldgs Ord Shs Cl A (NU) 0.4 $377k 28k 13.65
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Bowhead Specialty Hldgs Com Shs (BOW) 0.1 $127k NEW 4.6k 28.01
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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