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
36 檔
34.0%
Q1 2025 季度申報顯示，New Vernon Investment Management LLC 揭露的美股組合總市值為 US$8165.6萬，涵蓋 36 個不同之權益投資部位。
觀察 Q1 2025 的申報異動，New Vernon Investment Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 36 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，New Vernon Investment Management LLC 的前 5 大持股（包含 AJG, HIG, PGR）貢獻了組合市值的 34.0%，形成該機構在 Q1 2025 季度的基本面基石。
本季最大新建倉標的
AJG
市值: US$838.3萬
| # | 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 | AJG | Arthur J Gallagher & Co | 股票-金融 | 11.21% | +2.35% | -67.14% | |
| 2 | HIG | Hartford Insurance Group Inc | 股票-金融 | 7.39% | +0.41% | +1685.72% | |
| 3 | PGR | Progressive CORP | 股票-金融 | 6.63% | +1.74% | NEW | |
| 4 | EQH | Equitable Holdings Inc | 股票-金融 | 6.26% | +1.59% | +1267.22% | |
| 5 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 5.62% | -3.17% | EXIT | |
| 6 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 4.75% | -0.94% | — | |
| 7 | WRB | Wr Berkley CORP | 股票-金融 | 4.39% | +1.02% | +249.24% | |
| 8 | TRV | Travelers Cos Inc/the | 股票-金融 | 4.15% | +2.48% | +293.13% | |
| 9 | AIG | American International Group | 股票-金融 | 3.81% | — | — | |
| 10 | PLMR | Palomar Holdings Inc | 股票-金融 | 3.64% | — | +13.29% | |
| 11 | EG | Everest Group, Ltd. | 股票-金融 | 3.19% | -4.56% | EXIT | |
| 12 | MET | Metlife Inc | 股票-金融 | 3.18% | — | +632.63% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 3.16% | — | +1140.63% | |
| 14 | CRBG | Corebridge Financial Inc | 股票-金融 | 2.87% | +1.68% | +317.05% | |
| 15 | BX | Blackstone Inc | 股票-金融 | 2.47% | +0.29% | +20.01% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 2.46% | +0.35% | -87.51% | |
| 17 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.30% | +0.27% | -81.86% | |
| 18 | ✓ | Intl Gnrl Insurance Hldngs L | 股票-其他 | 2.09% | +0.38% | +1293.53% | |
| 19 | ✓ | Hamilton Insurance Group LTD | 股票-其他 | 2.05% | -2.34% | EXIT | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | +0.26% | -52.73% | |
| 21 | UBER | Uber Technologies Inc | 股票-工業 | 1.66% | +0.20% | — | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.50% | +0.93% | — | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | +0.37% | -96.23% | |
| 24 | MS | Morgan Stanley | 股票-金融 | 1.33% | +0.70% | -69.05% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 1.23% | +0.21% | -95.78% | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.22% | +0.34% | — | |
| 27 | SYK | Stryker CORP | 股票-醫療保健 | 1.08% | +0.08% | -88.81% | |
| 28 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.05% | +0.01% | — | |
| 29 | UNP | Union Pacific CORP | 股票-工業 | 0.94% | +0.22% | -93.53% | |
| 30 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.94% | — | +64.47% | |
| 31 | MDT | Medtronic plc | 股票-醫療保健 | 0.88% | -0.67% | EXIT | |
| 32 | EPD | Enterprise Products Partners | 股票-能源 | 0.74% | +0.08% | -90.14% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.72% | — | +63.19% | |
| 34 | NU | Nu Holdings Ltd. | 股票-金融 | 0.68% | +0.06% | +765.33% | |
| 35 | FDX | Fedex CORP | 股票-工業 | 0.52% | — | -92.53% | |
| 36 | ✓ | Fidelis Insurance Hldgs Ltd | 股票-其他 | 0.46% | — | -11.78% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AJG | Arthur J Gallagher & Co | — | NEW | 新建倉 |
| 2 | HIG | Hartford Insurance Group Inc | — | NEW | 新建倉 |
| 3 | PGR | Progressive CORP | — | NEW | 新建倉 |
| 4 | EQH | Equitable Holdings Inc | — | NEW | 新建倉 |
| 5 | MRSH | Marsh & Mclennan Cos | — | NEW | 新建倉 |
| 6 | ACGL | Arch Capital Group Ltd. | — | NEW | 新建倉 |
| 7 | WRB | Wr Berkley CORP | — | NEW | 新建倉 |
| 8 | TRV | Travelers Cos Inc/the | — | NEW | 新建倉 |
| 9 | AIG | American International Group | — | NEW | 新建倉 |
| 10 | PLMR | Palomar Holdings Inc | — | NEW | 新建倉 |
| 11 | EG | Everest Group, Ltd. | — | NEW | 新建倉 |
| 12 | MET | Metlife Inc | — | NEW | 新建倉 |
| 13 | XOM | Exxon Mobil CORP | — | NEW | 新建倉 |
| 14 | CRBG | Corebridge Financial Inc | — | NEW | 新建倉 |
| 15 | BX | Blackstone Inc | — | NEW | 新建倉 |
| 16 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 17 | ORLY | O'reilly Automotive Inc | — | NEW | 新建倉 |
| 18 | ✓ | Intl Gnrl Insurance Hldngs L | — | NEW | 新建倉 |
| 19 | ✓ | Hamilton Insurance Group LTD | — | NEW | 新建倉 |
| 20 | MSFT | Microsoft CORP | — | NEW | 新建倉 |
| 21 | UBER | Uber Technologies Inc | — | NEW | 新建倉 |
| 22 | GOOG | Alphabet Inc-cl C | — | NEW | 新建倉 |
| 23 | JPM | Jpmorgan Chase & Co | — | NEW | 新建倉 |
| 24 | MS | Morgan Stanley | — | NEW | 新建倉 |
| 25 | HD | Home Depot Inc | — | NEW | 新建倉 |
| 26 | AMZN | Amazon.com Inc | — | NEW | 新建倉 |
| 27 | SYK | Stryker CORP | — | NEW | 新建倉 |
| 28 | ABT | Abbott Laboratories | — | NEW | 新建倉 |
| 29 | UNP | Union Pacific CORP | — | NEW | 新建倉 |
| 30 | TECK | Teck Resources Ltd-cls B | — | NEW | 新建倉 |
| 31 | MDT | Medtronic plc | — | NEW | 新建倉 |
| 32 | EPD | Enterprise Products Partners | — | NEW | 新建倉 |
| 33 | QCOM | Qualcomm Inc | — | NEW | 新建倉 |
| 34 | NU | Nu Holdings Ltd. | — | NEW | 新建倉 |
| 35 | FDX | Fedex CORP | — | NEW | 新建倉 |
| 36 | ✓ | Fidelis Insurance Hldgs Ltd | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，New Vernon Investment Management LLC 在 Q1 2025 季度的美股持倉總市值約為 US$8165.6萬，共申報了 36 個公開持股部位。
在 Q1 2025 季度，New Vernon Investment Management LLC 按市值排列的前三大核心持股分別為：AJG (11.2%)、HIG (7.4%)、PGR (6.6%)。其中最大持股部位 AJG 佔據整體投資組合約 11.2% 的權重。
在 Q1 2025 季度中，New Vernon Investment Management LLC 共進行了 36 項持倉異動，包含新建倉 36 個部位、加碼 0 個部位、減碼 0 個部位以及清倉 0 個部位。 其中最大新建倉標的為 AJG。
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。
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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。
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。