13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
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CIK: 0001500605
申報總市值
US$8165.6萬
US$8165.6萬
37 檔
33.6%
New Vernon Investment Management LLC 在 Q4 2024 季度的美股部位總計估值為 US$8165.6萬，分散於 37 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2024 申報觀察，New Vernon Investment Management LLC 採取防禦導向的調倉策略，本季減碼 18 檔個股並出清 4 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，New Vernon Investment Management LLC 的前 5 大核心持股（包含 EPD, Fidelis Insurance Hldgs Ltd, HAMILTON INSURANCE GROUP LTD 等）合計佔整體申報市值的 33.6%，反映機構在主要關鍵部位上的權重分佈。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EPD | Enterprise Products Partners | 股票-能源 | 10.41% | +0.08% | +913.93% | |
| 2 | ✓ | Fidelis Insurance Hldgs Ltd | 股票-其他 | 9.22% | — | -14.99% | |
| 3 | ✓ | Hamilton Insurance Group LTD | 股票-其他 | 6.53% | -2.34% | EXIT | |
| 4 | PLMR | Palomar Holdings Inc | 股票-金融 | 5.61% | — | +98.61% | |
| 5 | LNC | Lincoln National CORP | 股票-金融 | 4.89% | -0.44% | -84.53% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.78% | +0.37% | +2550.58% | |
| 7 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 4.56% | -0.94% | -48.39% | |
| 8 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 3.78% | — | -39.20% | |
| 9 | UNP | Union Pacific CORP | 股票-工業 | 3.61% | +0.22% | +1444.49% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 3.52% | +0.35% | +700.43% | |
| 11 | BX | Blackstone Inc | 股票-金融 | 3.41% | +0.29% | -16.67% | |
| 12 | MDT | Medtronic plc | 股票-醫療保健 | 3.24% | -0.67% | EXIT | |
| 13 | AIG | American International Group | 股票-金融 | 3.19% | — | -62.50% | |
| 14 | EQH | Equitable Holdings Inc | 股票-金融 | 3.18% | +1.59% | -92.04% | |
| 15 | WRB | Wr Berkley CORP | 股票-金融 | 3.04% | +1.02% | -78.52% | |
| 16 | EG | Everest Group, Ltd. | 股票-金融 | 2.86% | -4.56% | EXIT | |
| 17 | MET | Metlife Inc | 股票-金融 | 2.28% | — | — | |
| 18 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.90% | — | -78.95% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.88% | +0.21% | +2270.68% | |
| 20 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.88% | +2.35% | +204.30% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.83% | +0.93% | — | |
| 22 | NU | Nu Holdings Ltd. | 股票-金融 | 1.58% | +0.06% | -79.37% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | +0.26% | +111.53% | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.41% | +0.34% | — | |
| 25 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.30% | +0.41% | -95.80% | |
| 26 | SYK | Stryker CORP | 股票-醫療保健 | 1.05% | +0.08% | +793.52% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 1.04% | — | -38.72% | |
| 28 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.93% | +0.27% | +451.25% | |
| 29 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.91% | +2.48% | -79.42% | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.90% | +0.01% | — | |
| 31 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.78% | -3.17% | EXIT | |
| 32 | PGR | Progressive CORP | 股票-金融 | 0.72% | +1.74% | NEW | |
| 33 | CRBG | Corebridge Financial Inc | 股票-金融 | 0.68% | +1.68% | -86.14% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | — | -91.94% | |
| 35 | FDX | Fedex CORP | 股票-工業 | 0.52% | — | +1238.88% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.38% | +0.70% | +223.09% | |
| 37 | ✓ | Intl Gnrl Insurance Hldngs L | 股票-其他 | 0.14% | +0.38% | -94.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EPD | Enterprise Products Partners | +9.9% | +913.93% | 加碼 |
| 2 | ✓ | Fidelis Insurance Hldgs Ltd | +8.7% | -14.99% | 減碼 |
| 3 | PLMR | Palomar Holdings Inc | +4.7% | +98.61% | 加碼 |
| 4 | ✓ | Hamilton Insurance Group LTD | +4.5% | -54.69% | 減碼 |
| 5 | JPM | Jpmorgan Chase & Co | +3.8% | +2550.58% | 加碼 |
| 6 | UNP | Union Pacific CORP | +2.8% | +1444.49% | 加碼 |
| 7 | TECK | Teck Resources Ltd-cls B | +2.7% | -39.20% | 減碼 |
| 8 | MDT | Medtronic plc | +2.5% | +304.94% | 加碼 |
| 9 | MET | Metlife Inc | +2.3% | NEW | 新建倉 |
| 10 | AVGO | Broadcom Inc | +1.5% | +700.43% | 加碼 |
| 11 | BX | Blackstone Inc | +1.2% | -16.67% | 減碼 |
| 12 | NU | Nu Holdings Ltd. | +1.2% | -79.37% | 減碼 |
| 13 | LNC | Lincoln National CORP | +1.1% | -84.53% | 減碼 |
| 14 | HD | Home Depot Inc | +0.8% | +2270.68% | 加碼 |
| 15 | MRSH | Marsh & Mclennan Cos | +0.8% | NEW | 新建倉 |
| 16 | GOOG | Alphabet Inc-cl C | +0.5% | — | 不變 |
| 17 | AMZN | Amazon.com Inc | +0.5% | — | 不變 |
| 18 | NXPI | NXP Semiconductors N.V. | +0.4% | -78.95% | 減碼 |
| 19 | QCOM | Qualcomm Inc | +0.4% | -38.72% | 減碼 |
| 20 | SYK | Stryker CORP | +0.2% | +793.52% | 加碼 |
| 21 | ABT | Abbott Laboratories | +0.2% | — | 不變 |
| 22 | FDX | Fedex CORP | +0.1% | +1238.88% | 加碼 |
| 23 | BOW | Bowhead Specialty Holdings I | -0.1% | EXIT | 清倉 |
| 24 | MSFT | Microsoft CORP | -0.4% | +111.53% | 加碼 |
| 25 | EQH | Equitable Holdings Inc | -0.6% | -92.04% | 減碼 |
| 26 | ORLY | O'reilly Automotive Inc | -0.6% | +451.25% | 加碼 |
| 27 | MS | Morgan Stanley | -0.6% | +223.09% | 加碼 |
| 28 | WRB | Wr Berkley CORP | -0.7% | -78.52% | 減碼 |
| 29 | EG | Everest Group, Ltd. | -0.8% | +126.68% | 加碼 |
| 30 | NMIH | Nmi Holdings Inc | -1.1% | EXIT | 清倉 |
| 31 | ✓ | Intl Gnrl Insurance Hldngs L | -1.5% | -94.62% | 減碼 |
| 32 | XOM | Exxon Mobil CORP | -1.9% | -91.94% | 減碼 |
| 33 | TRV | Travelers Cos Inc/the | -2.8% | -79.42% | 減碼 |
| 34 | CRBG | Corebridge Financial Inc | -3% | -86.14% | 減碼 |
| 35 | AIG | American International Group | -3.7% | -62.50% | 減碼 |
| 36 | RNR | RenaissanceRe Holdings Ltd. | -4% | EXIT | 清倉 |
| 37 | ACGL | Arch Capital Group Ltd. | -4.1% | -48.39% | 減碼 |
| 38 | CB | Chubb Limited | -4.4% | EXIT | 清倉 |
| 39 | AJG | Arthur J Gallagher & Co | -5.5% | +204.30% | 加碼 |
| 40 | HIG | Hartford Insurance Group Inc | -6.2% | -95.80% | 減碼 |
| 41 | PGR | Progressive CORP | -8.9% | -89.94% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，New Vernon Investment Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$8165.6萬，共申報了 37 個公開持股部位。
在 Q4 2024 季度，New Vernon Investment Management LLC 按市值排列的前三大核心持股分別為：EPD (10.4%)、Fidelis Insurance Hldgs Ltd (9.2%)、HAMILTON INSURANCE GROUP LTD (6.5%)。其中最大持股部位 EPD 佔據整體投資組合約 10.4% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
MET
市值: US$170.4萬
本季最大獲利了結 / 清倉標的
CB
前期市值: US$405.8萬
在 Q4 2024 季度中，New Vernon Investment Management LLC 共進行了 38 項持倉異動，包含新建倉 2 個部位、加碼 14 個部位、減碼 18 個部位以及清倉 4 個部位。 其中最大新建倉標的為 MET。 本季清倉部位包含 CB。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。