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CIK: 0001500605
Total reported value
$81.7M
$81.7M
37 檔
44.9%
The Q4 2025 SEC filing reveals that New Vernon Investment Management LLC held a total portfolio value of $81.7M, covering 37 public equity positions.
New Vernon Investment Management LLC executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 5 holdings and trimming 0 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TRV | Travelers Cos Inc/the | Stock-Financials | 10.35% | +2.48% | +82.90% | |
| 2 | LNC | Lincoln National CORP | Stock-Financials | 6.68% | -0.44% | — | |
| 3 | RDN | Radian Group Inc | Stock-Financials | 6.31% | +0.99% | — | |
| 4 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 6.22% | -3.17% | EXIT | |
| 5 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 6.10% | -2.94% | EXIT | |
| 6 | HIG | Hartford Insurance Group Inc | Stock-Financials | 5.99% | +0.41% | — | |
| 7 | ORI | Old Republic Intl CORP | Stock-Financials | 5.78% | -2.26% | +50.00% | |
| 8 | AIG | American International Group | Stock-Financials | 5.46% | — | +100.00% | |
| 9 | EQH | Equitable Holdings Inc | Stock-Financials | 4.66% | +1.59% | — | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 3.71% | +0.35% | — | |
| 11 | AFG | American Financial Group Inc | Stock-Financials | 3.49% | — | — | |
| 12 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 3.45% | -0.94% | — | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 2.33% | — | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.20% | +0.93% | — | |
| 15 | EG | Everest Group, Ltd. | Stock-Financials | 2.17% | -4.56% | EXIT | |
| 16 | ✓ | Hamilton Insurance Group LTD | Stock-Other | 2.01% | -2.34% | EXIT | |
| 17 | BX | Blackstone Inc | Stock-Financials | 1.98% | +0.29% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | +0.26% | — | |
| 19 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.60% | +0.27% | — | |
| 20 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.54% | +0.54% | — | |
| 21 | MS | Morgan Stanley | Stock-Financials | 1.48% | +0.70% | — | |
| 22 | ✓ | Intl Gnrl Insurance Hldngs L | Stock-Other | 1.45% | +0.38% | — | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.43% | +0.16% | — | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 1.35% | +0.20% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | +0.37% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.34% | — | |
| 27 | SLDE | Slide Insurance Holdings Inc | Stock-Other | 1.07% | — | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | +0.21% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | +0.27% | — | |
| 30 | NU | Nu Holdings Ltd. | Stock-Financials | 0.80% | +0.06% | — | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 0.74% | +0.08% | — | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | +0.01% | — | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.68% | -0.67% | EXIT | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.67% | +0.22% | — | |
| 35 | DDI | Doubledown Interactive -adr | Stock-Other | 0.64% | -0.68% | EXIT | |
| 36 | EPD | Enterprise Products Partners | Stock-Energy | 0.51% | +0.08% | — | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.45% | +0.17% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TRV | Travelers Cos Inc/the | +5.1% | +82.90% | Add |
| 2 | AIG | American International Group | +3.1% | +100.00% | Add |
| 3 | MRSH | Marsh & Mclennan Cos | +3% | +100.00% | Add |
| 4 | ORI | Old Republic Intl CORP | +2.3% | +50.00% | Add |
| 5 | LNC | Lincoln National CORP | +0.9% | — | Unchanged |
| 6 | GOOG | Alphabet Inc-cl C | +0.6% | — | Unchanged |
| 7 | HIG | Hartford Insurance Group Inc | +0.4% | — | Unchanged |
| 8 | ACGL | Arch Capital Group Ltd. | +0.3% | — | Unchanged |
| 9 | AVGO | Broadcom Inc | +0.3% | — | Unchanged |
| 10 | MAR | Marriott International -cl A | +0.3% | — | Unchanged |
| 11 | ✓ | Hamilton Insurance Group LTD | +0.3% | — | Unchanged |
| 12 | XOM | Exxon Mobil CORP | +0.2% | — | Unchanged |
| 13 | RDN | Radian Group Inc | +0.2% | — | Unchanged |
| 14 | MS | Morgan Stanley | +0.2% | — | Unchanged |
| 15 | DDI | Doubledown Interactive -adr | +0.2% | +46.63% | Add |
| 16 | ✓ | Intl Gnrl Insurance Hldngs L | +0.2% | — | Unchanged |
| 17 | TJX | Tjx Companies Inc | +0.1% | — | Unchanged |
| 18 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 20 | NU | Nu Holdings Ltd. | +0.1% | — | Unchanged |
| 21 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 22 | MDT | Medtronic plc | 0% | — | Unchanged |
| 23 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 24 | EG | Everest Group, Ltd. | 0% | — | Unchanged |
| 25 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 26 | SYK | Stryker CORP | 0% | — | Unchanged |
| 27 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 28 | NVO | Novo-nordisk A/s-spons Adr | 0% | — | Unchanged |
| 29 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 30 | AFG | American Financial Group Inc | -0.1% | — | Unchanged |
| 31 | EQH | Equitable Holdings Inc | -0.1% | — | Unchanged |
| 32 | HD | Home Depot Inc | -0.1% | — | Unchanged |
| 33 | BX | Blackstone Inc | -0.1% | — | Unchanged |
| 34 | UBER | Uber Technologies Inc | -0.2% | — | Unchanged |
| 35 | ORLY | O'reilly Automotive Inc | -0.2% | — | Unchanged |
| 36 | WRB | Wr Berkley CORP | — | EXIT | Sold out |
| 37 | PGR | Progressive CORP | — | EXIT | Sold out |
| 38 | WTW | Willis Towers Watson Public Limited Company | — | NEW | New buy |
| 39 | CB | Chubb Limited | — | EXIT | Sold out |
| 40 | AJG | Arthur J Gallagher & Co | — | EXIT | Sold out |
| 41 | CRBG | Corebridge Financial Inc | — | EXIT | Sold out |
| 42 | SLDE | Slide Insurance Holdings Inc | — | 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 37 disclosed positions in Q4 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 TRV, LNC, RDN) accounted for 44.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
WTW
市值: $6.3M
Top Position Liquidated / Trimmed
WRB
前期市值: $7.1M
During Q4 2025, New Vernon Investment Management LLC's top holdings by market value included TRV (10.3%)、LNC (6.7%)、RDN (6.3%). The largest single position, TRV, represented 10.3% of total portfolio value.
In Q4 2025, New Vernon Investment Management LLC made 12 total portfolio adjustments, initiating 2 new buys, adding to 5 positions, trimming 0 holdings, and fully liquidating 5 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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