New Vernon Investment Management

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

  • Top 5 stock holdings are TRV, LNC, RDN, MRSH, WTW, and represent 35.67% of New Vernon Investment Management's stock portfolio.
  • Added to shares of these 7 stocks: WTW (+$6.3M), TRV, MRSH, AIG, ORI, SLDE, DDI.
  • Started 2 new stock positions in WTW, SLDE.
  • Reduced shares in these 5 stocks: WRB (-$7.1M), PGR (-$6.9M), CB (-$5.0M), AJG, CRBG.
  • Sold out of its positions in WRB, CRBG, AJG, PGR, CB.
  • New Vernon Investment Management was a net seller of stock by $-5.8M.
  • New Vernon Investment Management has $103M in assets under management (AUM), dropping by -4.17%.
  • 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 December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Travelers Companies (TRV) 10.4 $11M +82% 37k 290.06
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Lincoln National Corporation (LNC) 6.7 $6.9M 154k 44.53
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Radian (RDN) 6.3 $6.5M 180k 35.99
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Marsh & McLennan Companies (MRSH) 6.2 $6.4M +100% 34k 185.52
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Willis Towers Watson SHS (WTW) 6.1 $6.3M NEW 19k 328.60
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Hartford Financial Services (HIG) 6.0 $6.2M 45k 137.80
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Old Republic International Corporation (ORI) 5.8 $5.9M +50% 130k 45.64
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American Intl Group Com New (AIG) 5.5 $5.6M +100% 66k 85.55
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Equitable Holdings (EQH) 4.7 $4.8M 100k 47.65
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Broadcom (AVGO) 3.7 $3.8M 11k 346.10
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American Financial (AFG) 3.5 $3.6M 26k 136.68
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Arch Cap Group Ord (ACGL) 3.4 $3.5M 37k 95.92
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Exxon Mobil Corporation (XOM) 2.3 $2.4M 20k 120.34
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Alphabet Inc Class C Cap Stk Cl C (GOOG) 2.2 $2.3M 7.2k 313.80
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Everest Re Group (EG) 2.2 $2.2M 6.6k 339.35
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Hamilton Insurance Group CL B (HG) 2.0 $2.1M 74k 27.90
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Blackstone Group Inc Com Cl A (BX) 2.0 $2.0M 13k 154.14
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Microsoft Corporation (MSFT) 1.9 $2.0M 4.0k 483.62
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O'reilly Automotive (ORLY) 1.6 $1.6M 18k 91.21
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Marriott Intl Cl A (MAR) 1.5 $1.6M 5.1k 310.24
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Morgan Stanley Com New (MS) 1.5 $1.5M 8.6k 177.53
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Intl Gnrl Insurance Hldngs L SHS (IGIC) 1.4 $1.5M 59k 25.09
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TJX Companies (TJX) 1.4 $1.5M 9.6k 153.61
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Uber Technologies (UBER) 1.4 $1.4M 17k 81.71
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JPMorgan Chase & Co. (JPM) 1.3 $1.4M 4.3k 322.22
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Amazon (AMZN) 1.1 $1.1M 4.8k 230.82
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Slide Ins Hldgs (SLDE) 1.1 $1.1M NEW 56k 19.48
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Home Depot (HD) 0.8 $860k 2.5k 344.10
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NVIDIA Corporation (NVDA) 0.8 $836k 4.5k 186.50
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Nu Hldgs Ord Shs Cl A (NU) 0.8 $826k 49k 16.74
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Stryker Corporation (SYK) 0.7 $759k 2.2k 351.47
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Abbott Laboratories (ABT) 0.7 $742k 5.9k 125.29
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Medtronic SHS (MDT) 0.7 $703k 7.3k 96.06
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Union Pacific Corporation (UNP) 0.7 $691k 3.0k 231.32
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Doubledown Interactive Co Lt Ads (DDI) 0.6 $658k +46% 76k 8.63
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Enterprise Products Partners (EPD) 0.5 $522k 16k 32.06
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Novo-nordisk A S Adr (NVO) 0.5 $463k 9.1k 50.88
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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