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, EG, AIG, WRB, CRBG, and represent 35.39% of New Vernon Investment Management's stock portfolio.
  • Added to shares of these 8 stocks: CRBG (+$5.6M), MET (+$5.2M), PGR, PRU, RNR, IGIC, EG, AMZN.
  • Started 5 new stock positions in PRU, IGIC, PGR, MET, AMZN.
  • Reduced shares in these 4 stocks: AFG, WRB, PRGS, PG.
  • Sold out of its positions in AFG, PG, PRGS.
  • New Vernon Investment Management was a net buyer of stock by $18M.
  • New Vernon Investment Management has $87M in assets under management (AUM), dropping by 32.74%.
  • Central Index Key (CIK): 0001500605

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Portfolio Holdings for New Vernon Investment Management

New Vernon Investment Management holds 35 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Arch Cap Group Ord (ACGL) 7.9 $6.9M 93k 74.27
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Everest Re Group (EG) 7.1 $6.2M +25% 18k 353.58
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American Intl Group Com New (AIG) 7.1 $6.1M 91k 67.75
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W.R. Berkley Corporation (WRB) 6.7 $5.8M -28% 82k 70.72
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Corebridge Finl (CRBG) 6.6 $5.7M +6445% 263k 21.66
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Arthur J. Gallagher & Co. (AJG) 6.3 $5.5M 24k 224.88
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Renaissance Re Holdings Ltd Cmn (RNR) 6.2 $5.4M +100% 28k 196.00
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MetLife (MET) 6.0 $5.2M NEW 79k 66.13
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Travelers Companies (TRV) 5.6 $4.9M 26k 190.49
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Progressive Corporation (PGR) 4.7 $4.1M NEW 26k 159.28
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Prudential Financial (PRU) 4.7 $4.1M NEW 39k 103.71
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Hartford Financial Services (HIG) 4.4 $3.8M 48k 80.38
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Chubb (CB) 4.3 $3.7M 16k 226.00
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Exxon Mobil Corporation (XOM) 2.3 $2.0M 20k 99.98
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Blackstone Group Inc Com Cl A (BX) 2.0 $1.7M 13k 130.92
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Microsoft Corporation (MSFT) 1.8 $1.5M 4.0k 376.04
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Intl Gnrl Insurance Hldngs L SHS (IGIC) 1.7 $1.5M NEW 113k 12.88
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Nxp Semiconductors N V (NXPI) 1.5 $1.3M 5.7k 229.68
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Broadcom (AVGO) 1.4 $1.2M 1.1k 1116.25
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O'reilly Automotive (ORLY) 1.3 $1.1M 1.2k 950.08
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Alphabet Cap Stk Cl C (GOOG) 1.2 $1.0M 7.2k 140.93
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Home Depot (HD) 1.0 $866k 2.5k 346.55
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Morgan Stanley Com New (MS) 0.9 $797k 8.6k 93.25
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Union Pacific Corporation (UNP) 0.8 $733k 3.0k 245.62
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Amazon (AMZN) 0.8 $731k NEW 4.8k 151.94
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JPMorgan Chase & Co. (JPM) 0.8 $723k 4.3k 170.10
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Abbott Laboratories (ABT) 0.8 $651k 5.9k 110.07
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Visa Com Cl A (V) 0.7 $568k 2.2k 260.35
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Qualcomm (QCOM) 0.6 $510k 3.5k 144.63
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Johnson & Johnson (JNJ) 0.6 $508k 3.2k 156.74
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Enterprise Products Partners (EPD) 0.5 $429k 16k 26.35
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FedEx Corporation (FDX) 0.5 $405k 1.6k 252.97
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Stryker Corporation (SYK) 0.5 $398k 1.3k 299.46
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Fidelis Insurance Holdings L (FIHL) 0.4 $356k 28k 12.67
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Medtronic SHS (MDT) 0.4 $353k 4.3k 82.38
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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