New Vernon Investment Management as of March 31, 2022
Portfolio Holdings for New Vernon Investment Management
New Vernon Investment Management holds 34 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| W.R. Berkley Corporation (WRB) | 8.7 | $6.2M | 94k | 66.59 | |
| American Financial (AFG) | 8.4 | $6.0M | 42k | 145.62 | |
| Travelers Companies (TRV) | 8.0 | $5.7M | 31k | 182.73 | |
| Arch Cap Group Ord (ACGL) | 7.5 | $5.4M | 112k | 48.42 | |
| Chubb (CB) | 7.5 | $5.4M | 25k | 213.90 | |
| Everest Re Group (EG) | 7.4 | $5.3M | 18k | 301.36 | |
| Progressive Corporation (PGR) | 6.8 | $4.9M | 43k | 113.98 | |
| American Intl Group Com New (AIG) | 6.0 | $4.3M | 69k | 62.77 | |
| Hartford Financial Services (HIG) | 6.0 | $4.3M | 60k | 71.82 | |
| Arthur J. Gallagher & Co. (AJG) | 5.9 | $4.2M | 24k | 174.61 | |
| Blackstone Group Inc Com Cl A (BX) | 2.3 | $1.7M | 13k | 126.96 | |
| Exxon Mobil Corporation (XOM) | 2.3 | $1.6M | 20k | 82.57 | |
| Microsoft Corporation (MSFT) | 1.7 | $1.2M | 4.0k | 308.26 | |
| Ryan Specialty Group Hldgs I Cl A (RYAN) | 1.7 | $1.2M | 32k | 38.78 | |
| Lennar Corp Cl A (LEN) | 1.6 | $1.2M | 15k | 81.17 | |
| Nxp Semiconductors N V (NXPI) | 1.5 | $1.1M | 5.7k | 185.09 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $1.0M | 360.00 | 2791.67 | |
| CVS Caremark Corporation (CVS) | 1.2 | $826k | 8.2k | 101.16 | |
| O'reilly Automotive (ORLY) | 1.1 | $822k | 1.2k | 685.00 | |
| Union Pacific Corporation (UNP) | 1.1 | $816k | 3.0k | 273.37 | |
| Norfolk Southern (NSC) | 1.1 | $799k | 2.8k | 285.15 | |
| Electronic Arts (EA) | 1.1 | $759k | 6.0k | 126.50 | |
| Home Depot (HD) | 1.0 | $748k | 2.5k | 299.20 | |
| Morgan Stanley Com New (MS) | 1.0 | $747k | 8.6k | 87.37 | |
| Abbott Laboratories (ABT) | 1.0 | $700k | 5.9k | 118.28 | |
| Procter & Gamble Company (PG) | 1.0 | $699k | 4.6k | 152.72 | |
| Broadcom (AVGO) | 1.0 | $693k | 1.1k | 630.00 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $580k | 4.3k | 136.37 | |
| Johnson & Johnson (JNJ) | 0.8 | $574k | 3.2k | 177.11 | |
| Qualcomm (QCOM) | 0.8 | $539k | 3.5k | 152.91 | |
| Visa Com Cl A (V) | 0.7 | $483k | 2.2k | 221.56 | |
| D.R. Horton (DHI) | 0.6 | $430k | 5.8k | 74.52 | |
| Enterprise Products Partners (EPD) | 0.6 | $420k | 16k | 25.81 | |
| Enact Hldgs (ACT) | 0.3 | $245k | 11k | 22.27 |
