New Vernon Investment Management LLC Top Holdings and 13F Report (2025) About New Vernon Investment Management LLCInvestment ActivityNew Vernon Investment Management LLC has $75.70 million in total holdings as of December 31, 2024.New Vernon Investment Management LLC owns shares of 37 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 36.14% of the portfolio was purchased this quarter.About 195.05% of the portfolio was sold this quarter.This quarter, New Vernon Investment Management LLC has purchased 39 new stocks and bought additional shares in 14 stocks.New Vernon Investment Management LLC sold shares of 18 stocks and completely divested from 4 stocks this quarter.Largest Holdings Enterprise Products Partners $7,781,918Fidelis Insurance $6,892,446HAMILTON INSURANCE GROUP LTD $4,883,944Palomar $4,197,248Lincoln National $3,657,913 Largest New Holdings this Quarter MetLife $1,703,703 HoldingMarsh & McLennan Companies $584,162 Holding Largest Purchases this Quarter Enterprise Products Partners 148,705 shares (about $7.01M)JPMorgan Chase & Co. 108,476 shares (about $3.44M)Union Pacific 43,118 shares (about $2.52M)Broadcom 77,047 shares (about $2.31M)Palomar 8,697 shares (about $2.08M) Largest Sales this Quarter Equitable 75,920 shares (about $27.52M)The Hartford Financial Services Group 57,024 shares (about $22.18M)Lincoln National 94,117 shares (about $19.99M)International General Insurance 74,770 shares (about $17.92M)W. R. Berkley 48,269 shares (about $8.32M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew Vernon Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEPDEnterprise Products Partners$7,781,918$7,014,415 ▲913.9%164,97610.3%Oils/EnergyFIHLFidelis Insurance$6,892,446$1,215,162 ▼-15.0%24,2829.1%FinanceHAMILTON INSURANCE GROUP LTD$4,883,944$5,894,362 ▼-54.7%44,6436.5%CL BPLMRPalomar$4,197,248$2,083,888 ▲98.6%17,5175.5%FinanceLNCLincoln National$3,657,913$19,991,394 ▼-84.5%17,2214.8%FinanceJPMJPMorgan Chase & Co.$3,574,637$3,439,774 ▲2,550.6%112,7294.7%FinanceACGLArch Capital Group$3,409,562$3,197,342 ▼-48.4%36,9204.5%FinanceTECKTeck Resources$2,826,844$1,822,333 ▼-39.2%11,7353.7%Basic MaterialsUNPUnion Pacific$2,697,948$2,523,266 ▲1,444.5%46,1033.6%TransportationAVGOBroadcom$2,635,247$2,306,017 ▲700.4%88,0473.5%Computer and TechnologyBXBlackstone$2,550,240$510,280 ▼-16.7%11,0003.4%FinanceMDTMedtronic$2,424,712$1,825,924 ▲304.9%29,6133.2%MedicalAIGAmerican International Group$2,383,618$3,972,697 ▼-62.5%32,7423.1%FinanceEQHEquitable$2,380,637$27,517,960 ▼-92.0%6,5683.1%FinanceWRBW. R. Berkley$2,276,116$8,322,539 ▼-78.5%13,2013.0%FinanceEGEverest Group$2,135,265$1,193,274 ▲126.7%19,8502.8%FinanceMETMetLife$1,703,703$1,703,703 ▲New Holding4,0422.3%FinanceNXPINXP Semiconductors$1,422,960$5,336,100 ▼-78.9%1,2001.9%Computer and TechnologyHDHome Depot$1,408,184$1,348,784 ▲2,270.7%59,2671.9%Retail/WholesaleAJGArthur J. Gallagher & Co.$1,406,146$944,059 ▲204.3%73,8911.9%FinanceGOOGAlphabet$1,371,1680.0%7,2001.8%Computer and TechnologyNUNU$1,184,745$4,556,903 ▼-79.4%5,7001.6%FinanceMSFTMicrosoft$1,074,906$566,746 ▲111.5%8,5501.4%Computer and TechnologyAMZNAmazon.com$1,055,0470.0%4,8091.4%Retail/WholesaleIGICInternational General Insurance$1,019,487$17,923,123 ▼-94.6%4,2531.3%FinanceHIGThe Hartford Financial Services Group$972,475$22,181,766 ▼-95.8%2,5001.3%FinanceSYKStryker$782,229$694,684 ▲793.5%19,3001.0%MedicalQCOMQUALCOMM$777,708$491,468 ▼-38.7%2,1601.0%Computer and TechnologyORLYO'Reilly Automotive$698,478$571,770 ▲451.3%6,6150.9%Retail/WholesaleTRVTravelers Companies$680,699$2,627,019 ▼-79.4%2,9850.9%FinanceABTAbbott Laboratories$669,3850.0%5,9180.9%MedicalMMCMarsh & McLennan Companies$584,162$584,162 ▲New Holding7,3130.8%FinancePGRProgressive$541,511$4,842,260 ▼-89.9%3,5250.7%FinanceCRBGCorebridge Financial$510,259$3,171,283 ▼-86.1%16,2710.7%FinanceXOMExxon Mobil$450,128$5,134,273 ▼-91.9%1,6000.6%Oils/EnergyFDXFedEx$388,381$359,373 ▲1,238.9%21,4220.5%TransportationMSMorgan Stanley$286,185$197,607 ▲223.1%27,6240.4%FinanceCBChubb$0$4,057,936 ▼-100.0%00.0%FinanceRNRRenaissanceRe$0$3,749,041 ▼-100.0%00.0%FinanceNMIHNMI$0$1,000,752 ▼-100.0%00.0%FinanceBOWHEAD SPECIALTY HLDGS INC$0$127,446 ▼-100.0%00.0%COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
