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CIK: 0001500605
Total reported value
$81.7M
$81.7M
39 檔
45.5%
According to the latest 13F quarterly dataset, New Vernon Investment Management LLC managed an equity portfolio of $81.7M at the end of Q3 2024, spanning 39 distinct U.S. exchange-listed positions.
In Q3 2024, New Vernon Investment Management LLC displayed an active expansion posture, initiating 3 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | Stock-Financials | 9.57% | +1.74% | NEW | |
| 2 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 8.62% | -0.94% | — | |
| 3 | HIG | Hartford Insurance Group Inc | Stock-Financials | 7.54% | +0.41% | +50.00% | |
| 4 | AJG | Arthur J Gallagher & Co | Stock-Financials | 7.35% | +2.35% | +100.00% | |
| 5 | AIG | American International Group | Stock-Financials | 6.88% | — | +92.46% | |
| 6 | CB | Chubb Limited | Stock-Financials | 4.37% | +1.31% | — | |
| 7 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 4.04% | — | — | |
| 8 | LNC | Lincoln National CORP | Stock-Financials | 3.78% | -0.44% | — | |
| 9 | WRB | Wr Berkley CORP | Stock-Financials | 3.75% | +1.02% | +50.00% | |
| 10 | EQH | Equitable Holdings Inc | Stock-Financials | 3.73% | +1.59% | +7.75% | |
| 11 | CRBG | Corebridge Financial Inc | Stock-Financials | 3.68% | +1.68% | -27.31% | |
| 12 | EG | Everest Group, Ltd. | Stock-Financials | 3.68% | -4.56% | EXIT | |
| 13 | TRV | Travelers Cos Inc/the | Stock-Financials | 3.66% | +2.48% | — | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 2.50% | — | — | |
| 15 | BX | Blackstone Inc | Stock-Financials | 2.18% | +0.29% | — | |
| 16 | ✓ | Hamilton Insurance Group LTD | Stock-Other | 2.05% | -2.34% | EXIT | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 2.04% | +0.35% | +900.00% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.87% | +0.26% | — | |
| 19 | ✓ | Intl Gnrl Insurance Hldngs L | Stock-Other | 1.62% | +0.38% | — | |
| 20 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.49% | +0.27% | — | |
| 21 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.47% | — | — | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.30% | +0.93% | — | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.09% | +0.21% | — | |
| 24 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 1.09% | — | — | |
| 25 | NMIH | Nmi Holdings Inc | Stock-Financials | 1.08% | — | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | +0.37% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.34% | — | |
| 28 | MS | Morgan Stanley | Stock-Financials | 0.96% | +0.70% | — | |
| 29 | PLMR | Palomar Holdings Inc | Stock-Financials | 0.90% | — | — | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 0.84% | +0.08% | — | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.79% | +0.22% | — | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.73% | +0.01% | — | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.71% | -0.67% | EXIT | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.65% | — | — | |
| 35 | ✓ | Fidelis Insurance Hldgs Ltd | Stock-Other | 0.56% | — | — | |
| 36 | EPD | Enterprise Products Partners | Stock-Energy | 0.51% | +0.08% | — | |
| 37 | FDX | Fedex CORP | Stock-Industrials | 0.47% | — | — | |
| 38 | NU | Nu Holdings Ltd. | Stock-Financials | 0.41% | +0.06% | — | |
| 39 | BOW | Bowhead Specialty Holdings I | Stock-Other | 0.14% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LNC | Lincoln National CORP | +3.8% | NEW | New buy |
| 2 | AJG | Arthur J Gallagher & Co | +3.3% | +100.00% | Add |
| 3 | PGR | Progressive CORP | +2.6% | +36.38% | Add |
| 4 | AIG | American International Group | +2.5% | +92.46% | Add |
| 5 | HIG | Hartford Insurance Group Inc | +2.4% | +50.00% | Add |
| 6 | ✓ | Hamilton Insurance Group LTD | +1.8% | +603.73% | Add |
| 7 | PLMR | Palomar Holdings Inc | +0.9% | NEW | New buy |
| 8 | ✓ | Intl Gnrl Insurance Hldngs L | +0.2% | — | Unchanged |
| 9 | BOW | Bowhead Specialty Holdings I | +0.1% | NEW | New buy |
| 10 | BX | Blackstone Inc | +0.1% | — | Unchanged |
| 11 | RNR | RenaissanceRe Holdings Ltd. | 0% | — | Unchanged |
| 12 | NMIH | Nmi Holdings Inc | 0% | — | Unchanged |
| 13 | HD | Home Depot Inc | 0% | — | Unchanged |
| 14 | MDT | Medtronic plc | 0% | — | Unchanged |
| 15 | ✓ | Fidelis Insurance Hldgs Ltd | -0.1% | — | Unchanged |
| 16 | NU | Nu Holdings Ltd. | -0.1% | — | Unchanged |
| 17 | ABT | Abbott Laboratories | -0.1% | — | Unchanged |
| 18 | UNP | Union Pacific CORP | -0.1% | — | Unchanged |
| 19 | EPD | Enterprise Products Partners | -0.1% | — | Unchanged |
| 20 | TECK | Teck Resources Ltd-cls B | -0.1% | — | Unchanged |
| 21 | SYK | Stryker CORP | -0.1% | — | Unchanged |
| 22 | MS | Morgan Stanley | -0.1% | — | Unchanged |
| 23 | FDX | Fedex CORP | -0.2% | — | Unchanged |
| 24 | JPM | Jpmorgan Chase & Co | -0.2% | — | Unchanged |
| 25 | ORLY | O'reilly Automotive Inc | -0.2% | — | Unchanged |
| 26 | TRV | Travelers Cos Inc/the | -0.2% | — | Unchanged |
| 27 | AVGO | Broadcom Inc | -0.3% | +900.00% | Add |
| 28 | AMZN | Amazon.com Inc | -0.3% | — | Unchanged |
| 29 | QCOM | Qualcomm Inc | -0.3% | — | Unchanged |
| 30 | CB | Chubb Limited | -0.3% | — | Unchanged |
| 31 | EQH | Equitable Holdings Inc | -0.3% | +7.75% | Add |
| 32 | GOOG | Alphabet Inc-cl C | -0.4% | — | Unchanged |
| 33 | WRB | Wr Berkley CORP | -0.4% | +50.00% | Add |
| 34 | XOM | Exxon Mobil CORP | -0.5% | — | Unchanged |
| 35 | MSFT | Microsoft CORP | -0.5% | — | Unchanged |
| 36 | NXPI | NXP Semiconductors N.V. | -0.5% | — | Unchanged |
| 37 | EG | Everest Group, Ltd. | -0.7% | — | Unchanged |
| 38 | V | Visa Inc-class A Shares | -0.7% | EXIT | Sold out |
| 39 | ACGL | Arch Capital Group Ltd. | -0.8% | — | Unchanged |
| 40 | CRBG | Corebridge Financial Inc | -2.4% | -27.31% | Trim |
| 41 | ESNT | Essent Group Ltd. | -2.9% | EXIT | Sold out |
| 42 | PRU | Prudential Financial Inc | -5% | EXIT | Sold out |
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 Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PGR, ACGL, HIG) accounted for 45.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
LNC
市值: $3.5M
Top Position Liquidated / Trimmed
PRU
前期市值: $3.9M
During Q3 2024, New Vernon Investment Management LLC's top holdings by market value included PGR (9.6%)、ACGL (8.6%)、HIG (7.5%). The largest single position, PGR, represented 9.6% of total portfolio value.
In Q3 2024, New Vernon Investment Management LLC made 15 total portfolio adjustments, initiating 3 new buys, adding to 8 positions, trimming 1 holdings, and fully liquidating 3 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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