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CIK: 0001500605
Total reported value
$81.7M
$81.7M
37 檔
54.4%
As reported in its official Q1 2024 Form 13F filing, New Vernon Investment Management LLC's tracked investment portfolio stood at $81.7M with 37 total positions.
During Q1 2024, New Vernon Investment Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 9.97% | -0.94% | +36.96% | |
| 2 | PGR | Progressive CORP | Stock-Financials | 7.80% | +1.74% | NEW | |
| 3 | HIG | Hartford Insurance Group Inc | Stock-Financials | 6.95% | +0.41% | +66.82% | |
| 4 | PRU | Prudential Financial Inc | Stock-Financials | 6.59% | — | +68.09% | |
| 5 | CRBG | Corebridge Financial Inc | Stock-Financials | 6.43% | +1.68% | — | |
| 6 | CB | Chubb Limited | Stock-Financials | 6.20% | +1.31% | +71.69% | |
| 7 | WRB | Wr Berkley CORP | Stock-Financials | 6.16% | +1.02% | — | |
| 8 | AIG | American International Group | Stock-Financials | 6.03% | — | — | |
| 9 | EG | Everest Group, Ltd. | Stock-Financials | 5.91% | -4.56% | EXIT | |
| 10 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 5.50% | — | — | |
| 11 | AJG | Arthur J Gallagher & Co | Stock-Financials | 5.16% | +2.35% | — | |
| 12 | TRV | Travelers Cos Inc/the | Stock-Financials | 5.00% | +2.48% | — | |
| 13 | EQH | Equitable Holdings Inc | Stock-Financials | 2.83% | +1.59% | — | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.96% | — | — | |
| 15 | BX | Blackstone Inc | Stock-Financials | 1.47% | +0.29% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | +0.26% | — | |
| 17 | ✓ | Intl Gnrl Insurance Hldngs L | Stock-Other | 1.30% | +0.38% | — | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | +0.35% | — | |
| 19 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.20% | — | — | |
| 20 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.15% | +0.27% | — | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.93% | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | +0.21% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.34% | — | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | +0.37% | — | |
| 25 | MS | Morgan Stanley | Stock-Financials | 0.68% | +0.70% | — | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.66% | +0.08% | +62.41% | |
| 27 | S | Sentinelone Inc -class A | Stock-Tech | 0.63% | — | — | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.62% | +0.22% | — | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.57% | +0.01% | — | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 0.54% | -0.67% | EXIT | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | — | — | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.51% | — | — | |
| 33 | ✓ | Fidelis Insurance Hldgs Ltd | Stock-Other | 0.46% | — | — | |
| 34 | EPD | Enterprise Products Partners | Stock-Energy | 0.40% | +0.08% | — | |
| 35 | FDX | Fedex CORP | Stock-Industrials | 0.39% | — | — | |
| 36 | NU | Nu Holdings Ltd. | Stock-Financials | 0.28% | +0.06% | — | |
| 37 | ✓ | Hamilton Insurance Group LTD | Stock-Other | 0.24% | -2.34% | EXIT |
According to official SEC Form 13F filings, New Vernon Investment Management LLC reported a total U.S. public equity portfolio value of $81.7M across 37 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ACGL, PGR, HIG) accounted for 54.4% of total reported equity market value during Q1 2024.
During Q1 2024, New Vernon Investment Management LLC's top holdings by market value included ACGL (10.0%)、PGR (7.8%)、HIG (7.0%). The largest single position, ACGL, represented 10.0% of total portfolio value.
In Q1 2024, New Vernon Investment Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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