New Vernon Investment Management
Highland Park, ILfiles as NEW VERNON INVESTMENT MANAGEMENT LLC
$82m in 37 US stocks at the end of 30 June 2026. The top 10 are 56.3% of the money. It changed about 29.4% of the portfolio this quarter.
Value
$82m
Stocks
37
Top 10 share
56.3%
Turnover
29.4%
What changed this quarter
New
Bought for the first time this quarter.
- AonAON7.1% of the fund
- ProgressivePGR1.7% of the fund
- United Airlines HoldingsUAL0.9% of the fund
- EatonETN0.7% of the fund
- SeaSE0.6% of the fund
Added
Bought more of a stock they already held.
- Arthur J. GallagherAJG5.5% of the fund+44%
- Corebridge FinancialCRBG3.2% of the fund+50%
- Equitable HoldingsEQH3.1% of the fund+50%
Cut
Sold some of their stake.
- Arch Capital GroupACGL4.9% of the fund-28%
- BroadcomAVGO4.0% of the fund-22%
- Old Republic InternationalORI3.3% of the fund-50%
- Lincoln NationalLNC2.7% of the fund-25%
Sold out
Sold their entire stake.
- Select Sector Spdr TRXLF-100%
- Everest GroupEG-100%
- Marsh & McLennan CompaniesMRSH-100%
- Willis Towers WatsonWTW-100%
- Hamilton Insurance GroupHG-100%
- DoubleDown InteractiveDDI-100%
- MedtronicMDT-100%
Holdings
- SeaSE
- Share
- 0.6%
- Value
- $512,691
- Shares
- 5,350
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Travelers CompaniesTRV | 10.6% | $9m | 26,189 | Held |
| ChubbCB | 7.7% | $6m | 18,432 | Held |
| AonAON | 7.1% | $6m | 17,486 | New |
| Berkley W RWRB | 5.5% | $5m | 64,046 | Held |
| Arthur J. GallagherAJG | 5.5% | $4m | 19,403 | +44% |
| Arch Capital GroupACGL | 4.9% | $4m | 41,550 | -28% |
| Radian GroupRDN | 4.2% | $3m | 90,031 | Held |
| BroadcomAVGO | 4.0% | $3m | 8,585 | -22% |
| Hartford Insurance GroupHIG | 3.6% | $3m | 22,387 | Held |
| Old Republic InternationalORI | 3.3% | $3m | 65,077 | -50% |
| Corebridge FinancialCRBG | 3.2% | $3m | 92,659 | +50% |
| Equitable HoldingsEQH | 3.1% | $3m | 58,065 | +50% |
| AlphabetGOOG | 3.1% | $3m | 7,200 | Held |
| Lincoln NationalLNC | 2.7% | $2m | 63,115 | -25% |
| Marriott InternationalMAR | 2.3% | $2m | 5,095 | Held |
| Morgan StanleyMS | 2.2% | $2m | 8,550 | Held |
| Unum GroupUNM | 2.2% | $2m | 19,796 | Held |
| O'Reilly AutomotiveORLY | 2.0% | $2m | 18,000 | Held |
| BlackstoneBX | 1.9% | $2m | 13,201 | Held |
| International General Insurance HoldingsIGIC | 1.9% | $2m | 59,267 | Held |
| MicrosoftMSFT | 1.8% | $2m | 4,042 | Held |
| TJX CompaniesTJX | 1.8% | $1m | 9,575 | Held |
| ProgressivePGR | 1.7% | $1m | 6,502 | New |
| JPMorgan ChaseJPM | 1.7% | $1m | 4,253 | Held |
| Uber TechnologiesUBER | 1.5% | $1m | 17,000 | Held |
| Amazon.comAMZN | 1.4% | $1m | 4,809 | Held |
| NvidiaNVDA | 1.1% | $897,204 | 4,484 | Held |
| Home DepotHD | 1.1% | $881,700 | 2,500 | Held |
| Union PacificUNP | 1.0% | $811,920 | 2,985 | Held |
| United Airlines HoldingsUAL | 0.9% | $749,985 | 5,515 | New |
| StrykerSYK | 0.8% | $680,054 | 2,160 | Held |
| Nu HoldingsNU | 0.8% | $658,969 | 49,324 | Held |
| Enterprise Products Partners L.P.EPD | 0.7% | $598,122 | 16,271 | Held |
| EatonETN | 0.7% | $571,001 | 1,340 | New |
| Abbott LaboratoriesABT | 0.7% | $536,999 | 5,918 | Held |
| SeaSE | 0.6% | $512,691 | 5,350 | New |
| Novo Nordisk A SNVO | 0.5% | $436,254 | 9,100 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 5.0% since 30 June 2025.
Where the money is
Financial services73.9%
Retail & consumer8.6%
Technology6.9%
Industrials4.1%
Media & telecom3.1%
Health care2.0%
Utilities0.7%
Other0.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.