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CIK: 0001500605
Total reported value
$81.7M
$81.7M
39 檔
43.0%
In Q1 2026, New Vernon Investment Management LLC's U.S. equity holdings reached a combined market value of $81.7M, distributed across 39 disclosed stock positions.
New Vernon Investment Management LLC executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 4 holdings and trimming 7 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | ETF-Other | 11.42% | -11.42% | EXIT | |
| 2 | TRV | Travelers Cos Inc/the | Stock-Financials | 8.11% | +2.48% | -28.56% | |
| 3 | CB | Chubb Limited | Stock-Financials | 6.38% | +1.31% | — | |
| 4 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 5.88% | -0.94% | +56.27% | |
| 5 | ORI | Old Republic Intl CORP | Stock-Financials | 5.52% | -2.26% | +0.09% | |
| 6 | EG | Everest Group, Ltd. | Stock-Financials | 4.56% | -4.56% | EXIT | |
| 7 | WRB | Wr Berkley CORP | Stock-Financials | 4.51% | +1.02% | — | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.62% | +0.35% | — | |
| 9 | HIG | Hartford Insurance Group Inc | Stock-Financials | 3.22% | +0.41% | -49.85% | |
| 10 | LNC | Lincoln National CORP | Stock-Financials | 3.17% | -0.44% | -45.39% | |
| 11 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 3.17% | -3.17% | EXIT | |
| 12 | RDN | Radian Group Inc | Stock-Financials | 3.16% | +0.99% | -50.00% | |
| 13 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.11% | +2.35% | — | |
| 14 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 2.94% | -2.94% | EXIT | |
| 15 | ✓ | Hamilton Insurance Group LTD | Stock-Other | 2.34% | -2.34% | EXIT | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.19% | +0.93% | — | |
| 17 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.77% | +0.54% | — | |
| 18 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.76% | +0.27% | — | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.62% | +0.16% | — | |
| 20 | BX | Blackstone Inc | Stock-Financials | 1.61% | +0.29% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | +0.26% | — | |
| 22 | CRBG | Corebridge Financial Inc | Stock-Financials | 1.57% | +1.68% | — | |
| 23 | UNM | Unum Group | Stock-Financials | 1.54% | +0.63% | — | |
| 24 | EQH | Equitable Holdings Inc | Stock-Financials | 1.53% | +1.59% | -61.42% | |
| 25 | ✓ | Intl Gnrl Insurance Hldngs L | Stock-Other | 1.52% | +0.38% | — | |
| 26 | MS | Morgan Stanley | Stock-Financials | 1.49% | +0.70% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | +0.37% | — | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 1.30% | +0.20% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.34% | — | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | +0.21% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | +0.27% | — | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.77% | +0.22% | — | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.75% | +0.08% | — | |
| 34 | NU | Nu Holdings Ltd. | Stock-Financials | 0.75% | +0.06% | — | |
| 35 | DDI | Doubledown Interactive -adr | Stock-Other | 0.68% | -0.68% | EXIT | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.67% | -0.67% | EXIT | |
| 37 | EPD | Enterprise Products Partners | Stock-Energy | 0.65% | +0.08% | — | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.65% | +0.01% | — | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.36% | +0.17% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACGL | Arch Capital Group Ltd. | +2.4% | +56.27% | Add |
| 2 | EG | Everest Group, Ltd. | +2.4% | +100.00% | Add |
| 3 | ✓ | Hamilton Insurance Group LTD | +0.3% | — | Unchanged |
| 4 | MAR | Marriott International -cl A | +0.2% | — | Unchanged |
| 5 | TJX | Tjx Companies Inc | +0.2% | — | Unchanged |
| 6 | ORLY | O'reilly Automotive Inc | +0.2% | — | Unchanged |
| 7 | EPD | Enterprise Products Partners | +0.1% | — | Unchanged |
| 8 | UNP | Union Pacific CORP | +0.1% | — | Unchanged |
| 9 | ✓ | Intl Gnrl Insurance Hldngs L | +0.1% | — | Unchanged |
| 10 | DDI | Doubledown Interactive -adr | 0% | — | Unchanged |
| 11 | HD | Home Depot Inc | 0% | — | Unchanged |
| 12 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 13 | MS | Morgan Stanley | 0% | — | Unchanged |
| 14 | SYK | Stryker CORP | 0% | — | Unchanged |
| 15 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 16 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 17 | MDT | Medtronic plc | 0% | — | Unchanged |
| 18 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 19 | UBER | Uber Technologies Inc | -0.1% | — | Unchanged |
| 20 | NU | Nu Holdings Ltd. | -0.1% | — | Unchanged |
| 21 | ABT | Abbott Laboratories | -0.1% | — | Unchanged |
| 22 | AVGO | Broadcom Inc | -0.1% | — | Unchanged |
| 23 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | — | Unchanged |
| 24 | ORI | Old Republic Intl CORP | -0.3% | +0.09% | Add |
| 25 | MSFT | Microsoft CORP | -0.3% | — | Unchanged |
| 26 | BX | Blackstone Inc | -0.4% | — | Unchanged |
| 27 | TRV | Travelers Cos Inc/the | -2.2% | -28.56% | Trim |
| 28 | HIG | Hartford Insurance Group Inc | -2.8% | -49.85% | Trim |
| 29 | MRSH | Marsh & Mclennan Cos | -3.1% | -50.00% | Trim |
| 30 | EQH | Equitable Holdings Inc | -3.1% | -61.42% | Trim |
| 31 | RDN | Radian Group Inc | -3.2% | -50.00% | Trim |
| 32 | WTW | Willis Towers Watson Public Limited Company | -3.2% | -50.00% | Trim |
| 33 | LNC | Lincoln National CORP | -3.5% | -45.39% | Trim |
| 34 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 35 | CB | Chubb Limited | — | NEW | New buy |
| 36 | AIG | American International Group | — | EXIT | Sold out |
| 37 | WRB | Wr Berkley CORP | — | NEW | New buy |
| 38 | AFG | American Financial Group Inc | — | EXIT | Sold out |
| 39 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 40 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 41 | CRBG | Corebridge Financial Inc | — | NEW | New buy |
| 42 | UNM | Unum Group | — | NEW | New buy |
| 43 | SLDE | Slide Insurance Holdings Inc | — | 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 39 disclosed positions in Q1 2026.
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 XLF, TRV, CB) accounted for 43.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLF
市值: $10.8M
Top Position Liquidated / Trimmed
AIG
前期市值: $5.6M
During Q1 2026, New Vernon Investment Management LLC's top holdings by market value included XLF (11.4%)、TRV (8.1%)、CB (6.4%). The largest single position, XLF, represented 11.4% of total portfolio value.
In Q1 2026, New Vernon Investment Management LLC made 20 total portfolio adjustments, initiating 6 new buys, adding to 3 positions, trimming 7 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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