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CIK: 0001500605
Total reported value
$81.7M
$81.7M
36 檔
34.0%
The Q1 2025 SEC filing reveals that New Vernon Investment Management LLC held a total portfolio value of $81.7M, covering 36 public equity positions.
In Q1 2025, New Vernon Investment Management LLC displayed an active expansion posture, initiating 36 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AJG | Arthur J Gallagher & Co | Stock-Financials | 11.21% | +2.35% | -67.14% | |
| 2 | HIG | Hartford Insurance Group Inc | Stock-Financials | 7.39% | +0.41% | +1685.72% | |
| 3 | PGR | Progressive CORP | Stock-Financials | 6.63% | +1.74% | NEW | |
| 4 | EQH | Equitable Holdings Inc | Stock-Financials | 6.26% | +1.59% | +1267.22% | |
| 5 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 5.62% | -3.17% | EXIT | |
| 6 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 4.75% | -0.94% | — | |
| 7 | WRB | Wr Berkley CORP | Stock-Financials | 4.39% | +1.02% | +249.24% | |
| 8 | TRV | Travelers Cos Inc/the | Stock-Financials | 4.15% | +2.48% | +293.13% | |
| 9 | AIG | American International Group | Stock-Financials | 3.81% | — | — | |
| 10 | PLMR | Palomar Holdings Inc | Stock-Financials | 3.64% | — | +13.29% | |
| 11 | EG | Everest Group, Ltd. | Stock-Financials | 3.19% | -4.56% | EXIT | |
| 12 | MET | Metlife Inc | Stock-Financials | 3.18% | — | +632.63% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 3.16% | — | +1140.63% | |
| 14 | CRBG | Corebridge Financial Inc | Stock-Financials | 2.87% | +1.68% | +317.05% | |
| 15 | BX | Blackstone Inc | Stock-Financials | 2.47% | +0.29% | +20.01% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 2.46% | +0.35% | -87.51% | |
| 17 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.30% | +0.27% | -81.86% | |
| 18 | ✓ | Intl Gnrl Insurance Hldngs L | Stock-Other | 2.09% | +0.38% | +1293.53% | |
| 19 | ✓ | Hamilton Insurance Group LTD | Stock-Other | 2.05% | -2.34% | EXIT | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | +0.26% | -52.73% | |
| 21 | UBER | Uber Technologies Inc | Stock-Industrials | 1.66% | +0.20% | — | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | +0.93% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | +0.37% | -96.23% | |
| 24 | MS | Morgan Stanley | Stock-Financials | 1.33% | +0.70% | -69.05% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.23% | +0.21% | -95.78% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.34% | — | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 1.08% | +0.08% | -88.81% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 1.05% | +0.01% | — | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.94% | +0.22% | -93.53% | |
| 30 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.94% | — | +64.47% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 0.88% | -0.67% | EXIT | |
| 32 | EPD | Enterprise Products Partners | Stock-Energy | 0.74% | +0.08% | -90.14% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.72% | — | +63.19% | |
| 34 | NU | Nu Holdings Ltd. | Stock-Financials | 0.68% | +0.06% | +765.33% | |
| 35 | FDX | Fedex CORP | Stock-Industrials | 0.52% | — | -92.53% | |
| 36 | ✓ | Fidelis Insurance Hldgs Ltd | Stock-Other | 0.46% | — | -11.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 2 | HIG | Hartford Insurance Group Inc | — | NEW | New buy |
| 3 | PGR | Progressive CORP | — | NEW | New buy |
| 4 | EQH | Equitable Holdings Inc | — | NEW | New buy |
| 5 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 6 | ACGL | Arch Capital Group Ltd. | — | NEW | New buy |
| 7 | WRB | Wr Berkley CORP | — | NEW | New buy |
| 8 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 9 | AIG | American International Group | — | NEW | New buy |
| 10 | PLMR | Palomar Holdings Inc | — | NEW | New buy |
| 11 | EG | Everest Group, Ltd. | — | NEW | New buy |
| 12 | MET | Metlife Inc | — | NEW | New buy |
| 13 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 14 | CRBG | Corebridge Financial Inc | — | NEW | New buy |
| 15 | BX | Blackstone Inc | — | NEW | New buy |
| 16 | AVGO | Broadcom Inc | — | NEW | New buy |
| 17 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 18 | ✓ | Intl Gnrl Insurance Hldngs L | — | NEW | New buy |
| 19 | ✓ | Hamilton Insurance Group LTD | — | NEW | New buy |
| 20 | MSFT | Microsoft CORP | — | NEW | New buy |
| 21 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 22 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 23 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 24 | MS | Morgan Stanley | — | NEW | New buy |
| 25 | HD | Home Depot Inc | — | NEW | New buy |
| 26 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 27 | SYK | Stryker CORP | — | NEW | New buy |
| 28 | ABT | Abbott Laboratories | — | NEW | New buy |
| 29 | UNP | Union Pacific CORP | — | NEW | New buy |
| 30 | TECK | Teck Resources Ltd-cls B | — | NEW | New buy |
| 31 | MDT | Medtronic plc | — | NEW | New buy |
| 32 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 33 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 34 | NU | Nu Holdings Ltd. | — | NEW | New buy |
| 35 | FDX | Fedex CORP | — | NEW | New buy |
| 36 | ✓ | Fidelis Insurance Hldgs Ltd | — | NEW | New buy |
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 36 disclosed positions in Q1 2025.
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 AJG, HIG, PGR) accounted for 34.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
AJG
市值: $8.4M
During Q1 2025, New Vernon Investment Management LLC's top holdings by market value included AJG (11.2%)、HIG (7.4%)、PGR (6.6%). The largest single position, AJG, represented 11.2% of total portfolio value.
In Q1 2025, New Vernon Investment Management LLC made 36 total portfolio adjustments, initiating 36 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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