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CIK: 0001500605
Total reported value
$81.7M
$81.7M
39 檔
30.8%
During the Q2 2024 filing period, New Vernon Investment Management LLC (CIK: 0001500605) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $81.7M across 39 reported positions.
During Q2 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 | 9.37% | -0.94% | -43.64% | |
| 2 | PGR | Progressive CORP | Stock-Financials | 6.93% | +1.74% | NEW | |
| 3 | CRBG | Corebridge Financial Inc | Stock-Financials | 6.11% | +1.68% | -38.68% | |
| 4 | HIG | Hartford Insurance Group Inc | Stock-Financials | 5.18% | +0.41% | -50.00% | |
| 5 | PRU | Prudential Financial Inc | Stock-Financials | 5.03% | — | -50.00% | |
| 6 | CB | Chubb Limited | Stock-Financials | 4.66% | +1.31% | -50.00% | |
| 7 | AIG | American International Group | Stock-Financials | 4.37% | — | -50.00% | |
| 8 | EG | Everest Group, Ltd. | Stock-Financials | 4.33% | -4.56% | EXIT | |
| 9 | WRB | Wr Berkley CORP | Stock-Financials | 4.18% | +1.02% | -50.00% | |
| 10 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.09% | +2.35% | -50.00% | |
| 11 | EQH | Equitable Holdings Inc | Stock-Financials | 4.06% | +1.59% | -12.50% | |
| 12 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 4.00% | — | -50.00% | |
| 13 | TRV | Travelers Cos Inc/the | Stock-Financials | 3.83% | +2.48% | -43.30% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 2.97% | — | — | |
| 15 | ESNT | Essent Group Ltd. | Stock-Financials | 2.88% | — | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.35% | +0.26% | — | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 2.29% | +0.35% | — | |
| 18 | BX | Blackstone Inc | Stock-Financials | 2.12% | +0.29% | — | |
| 19 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.99% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.72% | +0.93% | — | |
| 21 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.65% | +0.27% | — | |
| 22 | ✓ | Intl Gnrl Insurance Hldngs L | Stock-Other | 1.44% | +0.38% | -30.00% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | +0.34% | — | |
| 24 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 1.20% | — | — | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | +0.21% | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | +0.37% | — | |
| 27 | MS | Morgan Stanley | Stock-Financials | 1.08% | +0.70% | — | |
| 28 | NMIH | Nmi Holdings Inc | Stock-Financials | 1.07% | — | — | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 0.95% | +0.08% | — | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.91% | — | — | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.88% | +0.22% | — | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.80% | +0.01% | — | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.75% | -0.67% | EXIT | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | — | — | |
| 35 | FDX | Fedex CORP | Stock-Industrials | 0.62% | — | — | |
| 36 | EPD | Enterprise Products Partners | Stock-Energy | 0.61% | +0.08% | — | |
| 37 | ✓ | Fidelis Insurance Hldgs Ltd | Stock-Other | 0.61% | — | +1.81% | |
| 38 | NU | Nu Holdings Ltd. | Stock-Financials | 0.46% | +0.06% | — | |
| 39 | ✓ | Hamilton Insurance Group LTD | Stock-Other | 0.30% | -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 39 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ACGL, PGR, CRBG) accounted for 30.8% of total reported equity market value during Q2 2024.
During Q2 2024, New Vernon Investment Management LLC's top holdings by market value included ACGL (9.4%)、PGR (6.9%)、CRBG (6.1%). The largest single position, ACGL, represented 9.4% of total portfolio value.
In Q2 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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