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CIK: 0001500605
Total reported value
$81.7M
$81.7M
35 檔
37.9%
At the close of Q2 2025, New Vernon Investment Management LLC disclosed equity holdings valued at approximately $81.7M, spread across 35 reported holdings.
In Q2 2025, New Vernon Investment Management LLC displayed an active expansion posture, initiating 3 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | Stock-Financials | 8.70% | +1.74% | NEW | |
| 2 | WRB | Wr Berkley CORP | Stock-Financials | 7.88% | +1.02% | +100.00% | |
| 3 | HIG | Hartford Insurance Group Inc | Stock-Financials | 6.59% | +0.41% | — | |
| 4 | EQH | Equitable Holdings Inc | Stock-Financials | 6.55% | +1.59% | +11.75% | |
| 5 | TRV | Travelers Cos Inc/the | Stock-Financials | 6.24% | +2.48% | +70.80% | |
| 6 | LNC | Lincoln National CORP | Stock-Financials | 6.20% | -0.44% | — | |
| 7 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.52% | +2.35% | -50.00% | |
| 8 | CRBG | Corebridge Financial Inc | Stock-Financials | 4.43% | +1.68% | +57.96% | |
| 9 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 4.38% | -3.17% | EXIT | |
| 10 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 3.91% | -0.94% | — | |
| 11 | PLMR | Palomar Holdings Inc | Stock-Financials | 3.56% | — | — | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 3.53% | +0.35% | — | |
| 13 | AIG | American International Group | Stock-Financials | 3.26% | — | — | |
| 14 | EG | Everest Group, Ltd. | Stock-Financials | 2.60% | -4.56% | EXIT | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 2.49% | — | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.34% | +0.26% | — | |
| 17 | BX | Blackstone Inc | Stock-Financials | 2.30% | +0.29% | — | |
| 18 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.89% | +0.27% | +1400.00% | |
| 19 | ✓ | Hamilton Insurance Group LTD | Stock-Other | 1.86% | -2.34% | EXIT | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 1.85% | +0.20% | — | |
| 21 | ✓ | Intl Gnrl Insurance Hldngs L | Stock-Other | 1.66% | +0.38% | — | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.49% | +0.93% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | +0.37% | — | |
| 24 | MS | Morgan Stanley | Stock-Financials | 1.40% | +0.70% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | +0.34% | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.07% | +0.21% | — | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 0.99% | +0.08% | — | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.94% | +0.01% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.27% | — | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.80% | +0.22% | — | |
| 31 | NU | Nu Holdings Ltd. | Stock-Financials | 0.79% | +0.06% | — | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 0.74% | -0.67% | EXIT | |
| 33 | EPD | Enterprise Products Partners | Stock-Energy | 0.59% | +0.08% | — | |
| 34 | DDI | Doubledown Interactive -adr | Stock-Other | 0.58% | -0.68% | EXIT | |
| 35 | ✓ | Fidelis Insurance Hldgs Ltd | Stock-Other | 0.41% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LNC | Lincoln National CORP | +6.2% | NEW | New buy |
| 2 | WRB | Wr Berkley CORP | +3.5% | +100.00% | Add |
| 3 | TRV | Travelers Cos Inc/the | +2.1% | +70.80% | Add |
| 4 | PGR | Progressive CORP | +2.1% | +60.04% | Add |
| 5 | CRBG | Corebridge Financial Inc | +1.6% | +57.96% | Add |
| 6 | AVGO | Broadcom Inc | +1.1% | — | Unchanged |
| 7 | NVDA | Nvidia CORP | +0.8% | NEW | New buy |
| 8 | DDI | Doubledown Interactive -adr | +0.6% | NEW | New buy |
| 9 | MSFT | Microsoft CORP | +0.3% | — | Unchanged |
| 10 | EQH | Equitable Holdings Inc | +0.3% | +11.75% | Add |
| 11 | UBER | Uber Technologies Inc | +0.2% | — | Unchanged |
| 12 | NU | Nu Holdings Ltd. | +0.1% | — | Unchanged |
| 13 | MS | Morgan Stanley | +0.1% | — | Unchanged |
| 14 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 15 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 16 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 17 | ✓ | Fidelis Insurance Hldgs Ltd | -0.1% | — | Unchanged |
| 18 | PLMR | Palomar Holdings Inc | -0.1% | — | Unchanged |
| 19 | SYK | Stryker CORP | -0.1% | — | Unchanged |
| 20 | ABT | Abbott Laboratories | -0.1% | — | Unchanged |
| 21 | MDT | Medtronic plc | -0.1% | — | Unchanged |
| 22 | UNP | Union Pacific CORP | -0.1% | — | Unchanged |
| 23 | EPD | Enterprise Products Partners | -0.2% | — | Unchanged |
| 24 | HD | Home Depot Inc | -0.2% | — | Unchanged |
| 25 | BX | Blackstone Inc | -0.2% | — | Unchanged |
| 26 | ✓ | Hamilton Insurance Group LTD | -0.2% | — | Unchanged |
| 27 | ORLY | O'reilly Automotive Inc | -0.4% | +1400.00% | Add |
| 28 | ✓ | Intl Gnrl Insurance Hldngs L | -0.4% | — | Unchanged |
| 29 | FDX | Fedex CORP | -0.5% | EXIT | Sold out |
| 30 | AIG | American International Group | -0.6% | — | Unchanged |
| 31 | EG | Everest Group, Ltd. | -0.6% | — | Unchanged |
| 32 | XOM | Exxon Mobil CORP | -0.7% | — | Unchanged |
| 33 | QCOM | Qualcomm Inc | -0.7% | EXIT | Sold out |
| 34 | HIG | Hartford Insurance Group Inc | -0.8% | — | Unchanged |
| 35 | ACGL | Arch Capital Group Ltd. | -0.8% | — | Unchanged |
| 36 | TECK | Teck Resources Ltd-cls B | -0.9% | EXIT | Sold out |
| 37 | MRSH | Marsh & Mclennan Cos | -1.2% | — | Unchanged |
| 38 | MET | Metlife Inc | -3.2% | EXIT | Sold out |
| 39 | AJG | Arthur J Gallagher & Co | -6.7% | -50.00% | 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 35 disclosed positions in Q2 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 PGR, WRB, HIG) accounted for 37.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
LNC
市值: $5.3M
Top Position Liquidated / Trimmed
MET
前期市值: $2.4M
During Q2 2025, New Vernon Investment Management LLC's top holdings by market value included PGR (8.7%)、WRB (7.9%)、HIG (6.6%). The largest single position, PGR, represented 8.7% of total portfolio value.
In Q2 2025, New Vernon Investment Management LLC made 14 total portfolio adjustments, initiating 3 new buys, adding to 6 positions, trimming 1 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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