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, CB, AON, WRB, AJG, and represent 36.37% of New Vernon Investment Management's stock portfolio.
  • Added to shares of these 8 stocks: AON (+$5.8M), PGR, AJG, CRBG, EQH, UAL, ETN, SE.
  • Started 5 new stock positions in SE, AON, ETN, UAL, PGR.
  • Reduced shares in these 10 stocks: , , MRSH, WTW, ORI, HG, ACGL, AVGO, LNC, DDI.
  • Sold out of its positions in DDI, MRSH, XLF, EG, HG, MDT, WTW.
  • New Vernon Investment Management was a net seller of stock by $-18M.
  • New Vernon Investment Management has $82M in assets under management (AUM), dropping by -13.27%.
  • 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 June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Travelers Companies (TRV) 10.6 $8.6M 26k 330.12
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Chubb (CB) 7.7 $6.3M 18k 340.74
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Aon Shs Cl A (AON) 7.1 $5.8M NEW 18k 331.69
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W.R. Berkley Corporation (WRB) 5.5 $4.5M 64k 70.53
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Arthur J. Gallagher & Co. (AJG) 5.5 $4.5M +43% 19k 229.57
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Arch Cap Group Ord (ACGL) 4.9 $4.0M -27% 42k 97.06
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Radian (RDN) 4.2 $3.4M 90k 37.67
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Broadcom (AVGO) 4.0 $3.2M -21% 8.6k 377.75
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Hartford Financial Services (HIG) 3.6 $3.0M 22k 132.52
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Old Republic International Corporation (ORI) 3.3 $2.7M -50% 65k 40.92
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Corebridge Finl (CRBG) 3.2 $2.7M +50% 93k 28.63
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Equitable Holdings (EQH) 3.1 $2.5M +50% 58k 43.88
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Alphabet Inc Class C Cap Stk Cl C (GOOG) 3.1 $2.5M 7.2k 353.33
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Lincoln National Corporation (LNC) 2.7 $2.2M -25% 63k 35.35
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Marriott Intl Cl A (MAR) 2.3 $1.9M 5.1k 370.59
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Morgan Stanley Com New (MS) 2.2 $1.8M 8.6k 209.04
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Unum (UNM) 2.2 $1.8M 20k 89.40
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O'reilly Automotive (ORLY) 2.0 $1.7M 18k 92.09
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Blackstone Group Inc Com Cl A (BX) 1.9 $1.6M 13k 117.67
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Intl Gnrl Insurance Hldngs L SHS (IGIC) 1.9 $1.6M 59k 26.17
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Microsoft Corporation (MSFT) 1.8 $1.5M 4.0k 373.02
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TJX Companies (TJX) 1.8 $1.5M 9.6k 151.50
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Progressive Corporation (PGR) 1.7 $1.4M NEW 6.5k 218.45
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JPMorgan Chase & Co. (JPM) 1.7 $1.4M 4.3k 327.33
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Uber Technologies (UBER) 1.5 $1.2M 17k 72.16
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Amazon (AMZN) 1.4 $1.1M 4.8k 238.34
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NVIDIA Corporation (NVDA) 1.1 $897k 4.5k 200.09
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Home Depot (HD) 1.1 $882k 2.5k 352.68
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Union Pacific Corporation (UNP) 1.0 $812k 3.0k 272.00
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Hldgs (UAL) 0.9 $750k NEW 5.5k 135.99
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Stryker Corporation (SYK) 0.8 $680k 2.2k 314.84
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Nu Hldgs Ord Shs Cl A (NU) 0.8 $659k 49k 13.36
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Enterprise Products Partners (EPD) 0.7 $598k 16k 36.76
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Eaton Corp SHS (ETN) 0.7 $571k NEW 1.3k 426.12
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Abbott Laboratories (ABT) 0.7 $537k 5.9k 90.74
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Sea Sponsored Ads (SE) 0.6 $513k NEW 5.4k 95.83
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Novo-nordisk A S Adr (NVO) 0.5 $436k 9.1k 47.94
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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