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CIK: 0001500605
Total reported value
$81.7M
$81.7M
40 檔
40.0%
During the Q3 2025 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 40 reported positions.
In Q3 2025, New Vernon Investment Management LLC displayed an active expansion posture, initiating 10 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WRB | Wr Berkley CORP | Stock-Financials | 6.59% | +1.02% | — | |
| 2 | PGR | Progressive CORP | Stock-Financials | 6.46% | +1.74% | NEW | |
| 3 | RDN | Radian Group Inc | Stock-Financials | 6.09% | +0.99% | — | |
| 4 | LNC | Lincoln National CORP | Stock-Financials | 5.80% | -0.44% | — | |
| 5 | HIG | Hartford Insurance Group Inc | Stock-Financials | 5.56% | +0.41% | — | |
| 6 | TRV | Travelers Cos Inc/the | Stock-Financials | 5.22% | +2.48% | — | |
| 7 | EQH | Equitable Holdings Inc | Stock-Financials | 4.76% | +1.59% | — | |
| 8 | CB | Chubb Limited | Stock-Financials | 4.67% | +1.31% | — | |
| 9 | AFG | American Financial Group Inc | Stock-Financials | 3.57% | — | — | |
| 10 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.51% | +2.35% | — | |
| 11 | ORI | Old Republic Intl CORP | Stock-Financials | 3.44% | -2.26% | — | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 3.39% | +0.35% | — | |
| 13 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 3.24% | -3.17% | EXIT | |
| 14 | CRBG | Corebridge Financial Inc | Stock-Financials | 3.21% | +1.68% | — | |
| 15 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 3.13% | -0.94% | — | |
| 16 | AIG | American International Group | Stock-Financials | 2.40% | — | — | |
| 17 | EG | Everest Group, Ltd. | Stock-Financials | 2.15% | -4.56% | EXIT | |
| 18 | BX | Blackstone Inc | Stock-Financials | 2.10% | +0.29% | — | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 2.09% | — | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | +0.26% | — | |
| 21 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.81% | +0.27% | — | |
| 22 | ✓ | Hamilton Insurance Group LTD | Stock-Other | 1.71% | -2.34% | EXIT | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.64% | +0.93% | — | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 1.55% | +0.20% | — | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.29% | +0.16% | — | |
| 26 | ✓ | Intl Gnrl Insurance Hldngs L | Stock-Other | 1.28% | +0.38% | — | |
| 27 | MS | Morgan Stanley | Stock-Financials | 1.27% | +0.70% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +0.37% | — | |
| 29 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.24% | +0.54% | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.34% | — | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | +0.21% | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.27% | — | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.75% | +0.08% | — | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.74% | +0.01% | — | |
| 35 | NU | Nu Holdings Ltd. | Stock-Financials | 0.74% | +0.06% | — | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.66% | +0.22% | — | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.65% | -0.67% | EXIT | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.47% | +0.08% | — | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.47% | +0.17% | — | |
| 40 | DDI | Doubledown Interactive -adr | Stock-Other | 0.45% | -0.68% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WRB | Wr Berkley CORP | +2.2% | — | Add |
| 2 | TRV | Travelers Cos Inc/the | +1.1% | — | Add |
| 3 | AVGO | Broadcom Inc | +0.9% | — | Unchanged |
| 4 | CRBG | Corebridge Financial Inc | +0.3% | — | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 6 | NU | Nu Holdings Ltd. | +0.1% | — | Unchanged |
| 7 | MS | Morgan Stanley | -0.1% | — | Unchanged |
| 8 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 9 | UBER | Uber Technologies Inc | -0.1% | — | Unchanged |
| 10 | JPM | Jpmorgan Chase & Co | -0.2% | — | Unchanged |
| 11 | PGR | Progressive CORP | -0.2% | — | Add |
| 12 | AMZN | Amazon.com Inc | -0.2% | — | Unchanged |
| 13 | MDT | Medtronic plc | -0.2% | — | Unchanged |
| 14 | EPD | Enterprise Products Partners | -0.3% | — | Unchanged |
| 15 | HD | Home Depot Inc | -0.3% | — | Unchanged |
| 16 | UNP | Union Pacific CORP | -0.3% | — | Unchanged |
| 17 | ABT | Abbott Laboratories | -0.3% | — | Unchanged |
| 18 | SYK | Stryker CORP | -0.3% | — | Unchanged |
| 19 | ✓ | Hamilton Insurance Group LTD | -0.3% | — | Unchanged |
| 20 | BX | Blackstone Inc | -0.4% | — | Unchanged |
| 21 | ORLY | O'reilly Automotive Inc | -0.5% | — | Add |
| 22 | ✓ | Intl Gnrl Insurance Hldngs L | -0.8% | — | Unchanged |
| 23 | EG | Everest Group, Ltd. | -1% | — | Unchanged |
| 24 | XOM | Exxon Mobil CORP | -1.1% | — | Unchanged |
| 25 | AIG | American International Group | -1.4% | — | Unchanged |
| 26 | EQH | Equitable Holdings Inc | -1.5% | — | Add |
| 27 | ACGL | Arch Capital Group Ltd. | -1.6% | — | Unchanged |
| 28 | HIG | Hartford Insurance Group Inc | -1.8% | — | Unchanged |
| 29 | MRSH | Marsh & Mclennan Cos | -2.4% | — | Unchanged |
| 30 | AJG | Arthur J Gallagher & Co | -7.7% | — | Trim |
| 31 | RDN | Radian Group Inc | — | NEW | New buy |
| 32 | LNC | Lincoln National CORP | — | NEW | New buy |
| 33 | CB | Chubb Limited | — | NEW | New buy |
| 34 | AFG | American Financial Group Inc | — | NEW | New buy |
| 35 | ORI | Old Republic Intl CORP | — | NEW | New buy |
| 36 | PLMR | Palomar Holdings Inc | — | EXIT | Sold out |
| 37 | MET | Metlife Inc | — | EXIT | Sold out |
| 38 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 39 | MAR | Marriott International -cl A | — | NEW | New buy |
| 40 | NVDA | Nvidia CORP | — | NEW | New buy |
| 41 | TECK | Teck Resources Ltd-cls B | — | EXIT | Sold out |
| 42 | QCOM | Qualcomm Inc | — | EXIT | Sold out |
| 43 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 44 | DDI | Doubledown Interactive -adr | — | NEW | New buy |
| 45 | FDX | Fedex CORP | — | EXIT | Sold out |
| 46 | ✓ | Fidelis Insurance Hldgs Ltd | — | 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 40 disclosed positions in Q3 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 WRB, PGR, RDN) accounted for 40.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
RDN
市值: $6.5M
Top Position Liquidated / Trimmed
PLMR
前期市值: $2.7M
During Q3 2025, New Vernon Investment Management LLC's top holdings by market value included WRB (6.6%)、PGR (6.5%)、RDN (6.1%). The largest single position, WRB, represented 6.6% of total portfolio value.
In Q3 2025, New Vernon Investment Management LLC made 23 total portfolio adjustments, initiating 10 new buys, adding to 6 positions, trimming 1 holdings, and fully liquidating 6 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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