New Vernon Investment Management as of June 30, 2025
Portfolio Holdings for New Vernon Investment Management
New Vernon Investment Management holds 35 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 8.7 | $7.5M | 28k | 266.86 | |
| W.R. Berkley Corporation (WRB) | 7.9 | $6.8M | 92k | 73.47 | |
| Hartford Financial Services (HIG) | 6.6 | $5.7M | 45k | 126.87 | |
| Equitable Holdings (EQH) | 6.5 | $5.6M | 100k | 56.10 | |
| Travelers Companies (TRV) | 6.2 | $5.4M | 20k | 267.54 | |
| Lincoln National Corporation (LNC) | 6.2 | $5.3M | 154k | 34.60 | |
| Arthur J. Gallagher & Co. (AJG) | 4.5 | $3.9M | 12k | 320.12 | |
| Corebridge Finl (CRBG) | 4.4 | $3.8M | 107k | 35.50 | |
| Marsh & McLennan Companies (MMC) | 4.4 | $3.8M | 17k | 218.64 | |
| Arch Cap Group Ord (ACGL) | 3.9 | $3.4M | 37k | 91.05 | |
| Palomar Hldgs (PLMR) | 3.6 | $3.1M | 20k | 154.25 | |
| Broadcom (AVGO) | 3.5 | $3.0M | 11k | 275.65 | |
| American Intl Group Com New (AIG) | 3.3 | $2.8M | 33k | 85.59 | |
| Everest Re Group (EG) | 2.6 | $2.2M | 6.6k | 339.85 | |
| Exxon Mobil Corporation (XOM) | 2.5 | $2.1M | 20k | 107.80 | |
| Microsoft Corporation (MSFT) | 2.3 | $2.0M | 4.0k | 497.41 | |
| Blackstone Group Inc Com Cl A (BX) | 2.3 | $2.0M | 13k | 149.58 | |
| O'reilly Automotive (ORLY) | 1.9 | $1.6M | 18k | 90.13 | |
| Hamilton Insurance Group CL B (HG) | 1.9 | $1.6M | 74k | 21.62 | |
| Uber Technologies (UBER) | 1.8 | $1.6M | 17k | 93.30 | |
| Intl Gnrl Insurance Hldngs L SHS (IGIC) | 1.7 | $1.4M | 59k | 24.02 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $1.3M | 7.2k | 177.39 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $1.2M | 4.3k | 289.91 | |
| Morgan Stanley Com New (MS) | 1.4 | $1.2M | 8.6k | 140.86 | |
| Amazon (AMZN) | 1.2 | $1.1M | 4.8k | 219.39 | |
| Home Depot (HD) | 1.1 | $917k | 2.5k | 366.64 | |
| Stryker Corporation (SYK) | 1.0 | $855k | 2.2k | 395.63 | |
| Abbott Laboratories (ABT) | 0.9 | $805k | 5.9k | 136.01 | |
| NVIDIA Corporation (NVDA) | 0.8 | $708k | 4.5k | 157.99 | |
| Union Pacific Corporation (UNP) | 0.8 | $687k | 3.0k | 230.08 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.8 | $677k | 49k | 13.72 | |
| Medtronic SHS (MDT) | 0.7 | $638k | 7.3k | 87.17 | |
| Enterprise Products Partners (EPD) | 0.6 | $505k | 16k | 31.01 | |
| Doubledown Interactive Co Lt Ads (DDI) | 0.6 | $498k | 52k | 9.57 | |
| Fidelis Insurance Holdings L (FIHL) | 0.4 | $355k | 21k | 16.58 |
