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CIK: 0001500605
Total reported value
$81.7M
$81.7M
37 檔
33.6%
In Q4 2024, New Vernon Investment Management LLC's U.S. equity holdings reached a combined market value of $81.7M, distributed across 37 disclosed stock positions.
In Q4 2024, New Vernon Investment Management LLC adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EPD | Enterprise Products Partners | Stock-Energy | 10.41% | +0.08% | +913.93% | |
| 2 | ✓ | Fidelis Insurance Hldgs Ltd | Stock-Other | 9.22% | — | -14.99% | |
| 3 | ✓ | Hamilton Insurance Group LTD | Stock-Other | 6.53% | -2.34% | EXIT | |
| 4 | PLMR | Palomar Holdings Inc | Stock-Financials | 5.61% | — | +98.61% | |
| 5 | LNC | Lincoln National CORP | Stock-Financials | 4.89% | -0.44% | -84.53% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.78% | +0.37% | +2550.58% | |
| 7 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 4.56% | -0.94% | -48.39% | |
| 8 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 3.78% | — | -39.20% | |
| 9 | UNP | Union Pacific CORP | Stock-Industrials | 3.61% | +0.22% | +1444.49% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 3.52% | +0.35% | +700.43% | |
| 11 | BX | Blackstone Inc | Stock-Financials | 3.41% | +0.29% | -16.67% | |
| 12 | MDT | Medtronic plc | Stock-Healthcare | 3.24% | -0.67% | EXIT | |
| 13 | AIG | American International Group | Stock-Financials | 3.19% | — | -62.50% | |
| 14 | EQH | Equitable Holdings Inc | Stock-Financials | 3.18% | +1.59% | -92.04% | |
| 15 | WRB | Wr Berkley CORP | Stock-Financials | 3.04% | +1.02% | -78.52% | |
| 16 | EG | Everest Group, Ltd. | Stock-Financials | 2.86% | -4.56% | EXIT | |
| 17 | MET | Metlife Inc | Stock-Financials | 2.28% | — | — | |
| 18 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.90% | — | -78.95% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.88% | +0.21% | +2270.68% | |
| 20 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.88% | +2.35% | +204.30% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.83% | +0.93% | — | |
| 22 | NU | Nu Holdings Ltd. | Stock-Financials | 1.58% | +0.06% | -79.37% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | +0.26% | +111.53% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | +0.34% | — | |
| 25 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.30% | +0.41% | -95.80% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 1.05% | +0.08% | +793.52% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 1.04% | — | -38.72% | |
| 28 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.93% | +0.27% | +451.25% | |
| 29 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.91% | +2.48% | -79.42% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.90% | +0.01% | — | |
| 31 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.78% | -3.17% | EXIT | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.72% | +1.74% | NEW | |
| 33 | CRBG | Corebridge Financial Inc | Stock-Financials | 0.68% | +1.68% | -86.14% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | — | -91.94% | |
| 35 | FDX | Fedex CORP | Stock-Industrials | 0.52% | — | +1238.88% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.38% | +0.70% | +223.09% | |
| 37 | ✓ | Intl Gnrl Insurance Hldngs L | Stock-Other | 0.14% | +0.38% | -94.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EPD | Enterprise Products Partners | +9.9% | +913.93% | Add |
| 2 | ✓ | Fidelis Insurance Hldgs Ltd | +8.7% | -14.99% | Trim |
| 3 | PLMR | Palomar Holdings Inc | +4.7% | +98.61% | Add |
| 4 | ✓ | Hamilton Insurance Group LTD | +4.5% | -54.69% | Trim |
| 5 | JPM | Jpmorgan Chase & Co | +3.8% | +2550.58% | Add |
| 6 | UNP | Union Pacific CORP | +2.8% | +1444.49% | Add |
| 7 | TECK | Teck Resources Ltd-cls B | +2.7% | -39.20% | Trim |
| 8 | MDT | Medtronic plc | +2.5% | +304.94% | Add |
| 9 | MET | Metlife Inc | +2.3% | NEW | New buy |
| 10 | AVGO | Broadcom Inc | +1.5% | +700.43% | Add |
| 11 | BX | Blackstone Inc | +1.2% | -16.67% | Trim |
| 12 | NU | Nu Holdings Ltd. | +1.2% | -79.37% | Trim |
| 13 | LNC | Lincoln National CORP | +1.1% | -84.53% | Trim |
| 14 | HD | Home Depot Inc | +0.8% | +2270.68% | Add |
| 15 | MRSH | Marsh & Mclennan Cos | +0.8% | NEW | New buy |
| 16 | GOOG | Alphabet Inc-cl C | +0.5% | — | Unchanged |
| 17 | AMZN | Amazon.com Inc | +0.5% | — | Unchanged |
| 18 | NXPI | NXP Semiconductors N.V. | +0.4% | -78.95% | Trim |
| 19 | QCOM | Qualcomm Inc | +0.4% | -38.72% | Trim |
| 20 | SYK | Stryker CORP | +0.2% | +793.52% | Add |
| 21 | ABT | Abbott Laboratories | +0.2% | — | Unchanged |
| 22 | FDX | Fedex CORP | +0.1% | +1238.88% | Add |
| 23 | BOW | Bowhead Specialty Holdings I | -0.1% | EXIT | Sold out |
| 24 | MSFT | Microsoft CORP | -0.4% | +111.53% | Add |
| 25 | EQH | Equitable Holdings Inc | -0.6% | -92.04% | Trim |
| 26 | ORLY | O'reilly Automotive Inc | -0.6% | +451.25% | Add |
| 27 | MS | Morgan Stanley | -0.6% | +223.09% | Add |
| 28 | WRB | Wr Berkley CORP | -0.7% | -78.52% | Trim |
| 29 | EG | Everest Group, Ltd. | -0.8% | +126.68% | Add |
| 30 | NMIH | Nmi Holdings Inc | -1.1% | EXIT | Sold out |
| 31 | ✓ | Intl Gnrl Insurance Hldngs L | -1.5% | -94.62% | Trim |
| 32 | XOM | Exxon Mobil CORP | -1.9% | -91.94% | Trim |
| 33 | TRV | Travelers Cos Inc/the | -2.8% | -79.42% | Trim |
| 34 | CRBG | Corebridge Financial Inc | -3% | -86.14% | Trim |
| 35 | AIG | American International Group | -3.7% | -62.50% | Trim |
| 36 | RNR | RenaissanceRe Holdings Ltd. | -4% | EXIT | Sold out |
| 37 | ACGL | Arch Capital Group Ltd. | -4.1% | -48.39% | Trim |
| 38 | CB | Chubb Limited | -4.4% | EXIT | Sold out |
| 39 | AJG | Arthur J Gallagher & Co | -5.5% | +204.30% | Add |
| 40 | HIG | Hartford Insurance Group Inc | -6.2% | -95.80% | Trim |
| 41 | PGR | Progressive CORP | -8.9% | -89.94% | Trim |
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 Q4 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 EPD, Fidelis Insurance Hldgs Ltd, HAMILTON INSURANCE GROUP LTD) accounted for 33.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
MET
市值: $1.7M
Top Position Liquidated / Trimmed
CB
前期市值: $4.1M
During Q4 2024, New Vernon Investment Management LLC's top holdings by market value included EPD (10.4%)、Fidelis Insurance Hldgs Ltd (9.2%)、HAMILTON INSURANCE GROUP LTD (6.5%). The largest single position, EPD, represented 10.4% of total portfolio value.
In Q4 2024, New Vernon Investment Management LLC made 38 total portfolio adjustments, initiating 2 new buys, adding to 14 positions, trimming 18 holdings, and fully liquidating 4 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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