New Vernon Investment Management LLC

13F filer · CIK 0001500605

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$81.7MU.S. long equity reported on 13F

Positions375 new · 6 closed

Net flow last quarter-$7.75MBuys minus sells

Top 10 positions weight56.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202637 positions
TRVTravelers Companies, Inc.	$8.65M	10.59%	0.01%	Not reported	Q1 2017
CBChubb Ltd	$6.28M	7.69%	0.00%	Not reported	Q3 2021
AONAon plc	$5.8M	7.10%	0.01%	Not reported	Q1 2018
WRBBerkley W R Corp	$4.52M	5.53%	0.02%	Not reported	Q3 2018
AJGArthur J. Gallagher & Co.	$4.45M	5.46%	0.01%	+43.6%	Q1 2018
ACGLArch Capital Group Ltd.	$4.03M	4.94%	0.01%	-28.0%	Q4 2017
RDNRadian Group Inc	$3.39M	4.15%	0.07%	Not reported	Q3 2016
AVGOBroadcom Inc.	$3.24M	3.97%	0.00%	-22.0%	Q2 2020
HIGHartford Insurance Group, Inc.	$2.97M	3.63%	0.01%	Not reported	Q2 2013
ORIOld Republic International Corp	$2.66M	3.26%	0.03%	-50.0%	Q4 2014
CRBGCorebridge Financial, Inc.	$2.65M	3.25%	0.02%	+50.0%	Q2 2023
EQHEquitable Holdings, Inc.	$2.55M	3.12%	0.02%	+50.0%	Q1 2024
GOOGAlphabet Inc.	$2.54M	3.12%	Not reported	Not reported	Q2 2017
LNCLincoln National Corp	$2.23M	2.73%	0.03%	-25.0%	Q4 2020
MARMarriott International Inc	$1.89M	2.31%	0.00%	Not reported	Q3 2025
MSMorgan Stanley	$1.79M	2.19%	0.00%	Not reported	Q2 2013
UNMUnum Group	$1.77M	2.17%	0.01%	Not reported	Q1 2026
ORLYO Reilly Automotive Inc	$1.66M	2.03%	0.00%	Not reported	Q1 2018
BXBlackstone Inc.	$1.55M	1.90%	0.00%	Not reported	Q2 2013
IGICInternational General Insurance Holdings Ltd.	$1.55M	1.90%	0.14%	Not reported	Q4 2023
MSFTMicrosoft Corp	$1.51M	1.85%	0.00%	Not reported	Q4 2014
TJXTJX Companies Inc	$1.45M	1.78%	0.00%	Not reported	Q3 2025
PGRProgressive Corp	$1.42M	1.74%	0.00%	Not reported	Q1 2017
JPMJPMorgan Chase & Co	$1.39M	1.70%	0.00%	Not reported	Q4 2014
UBERUber Technologies, Inc	$1.23M	1.50%	0.00%	Not reported	Q1 2025
AMZNAmazon Com Inc	$1.15M	1.40%	0.00%	Not reported	Q4 2023
NVDANvidia Corp	$897K	1.10%	0.00%	Not reported	Q2 2025
HDHome Depot, Inc.	$882K	1.08%	0.00%	Not reported	Q1 2020
UNPUnion Pacific Corp	$812K	0.99%	0.00%	Not reported	Q2 2014
UALUnited Airlines Holdings, Inc.	$750K	0.92%	0.00%	Not reported	Q4 2013
SYKStryker Corp	$680K	0.83%	0.00%	Not reported	Q3 2023
NUNu Holdings Ltd.	$659K	0.81%	Not reported	Not reported	Q1 2024
EPDEnterprise Products Partners L.P.	$598K	0.73%	0.00%	Not reported	Q4 2014
ETNEaton Corp plc	$571K	0.70%	0.00%	Not reported	Q4 2014
ABTAbbott Laboratories	$537K	0.66%	0.00%	Not reported	Q3 2016
SESea Ltd	$513K	0.63%	0.00%	New	Q2 2026
NVONovo Nordisk A S	$436K	0.53%	Not reported	Not reported	Q3 2025
Q1 2026Reported May 15, 202638 positions
TRVTravelers Companies, Inc.	$7.64M	8.11%	0.01%	-28.6%	Q1 2017
CBChubb Ltd	$6.01M	6.38%	0.00%	Not reported	Q3 2021
ACGLArch Capital Group Ltd.	$5.54M	5.88%	0.02%	+56.3%	Q4 2017
ORIOld Republic International Corp	$5.19M	5.52%	0.05%	+0.1%	Q4 2014
EGEverest Group, Ltd.	$4.29M	4.56%	0.02%	+100.0%	Q4 2017
WRBBerkley W R Corp	$4.24M	4.51%	0.02%	Not reported	Q3 2018
AVGOBroadcom Inc.	$3.4M	3.62%	0.00%	Not reported	Q2 2020
HIGHartford Insurance Group, Inc.	$3.03M	3.22%	0.01%	-49.9%	Q2 2013
LNCLincoln National Corp	$2.99M	3.17%	0.04%	-45.4%	Q4 2020
MRSHMarsh & Mclennan Companies, Inc.	$2.99M	3.17%	0.00%	-50.0%	Q1 2018
RDNRadian Group Inc	$2.98M	3.16%	0.07%	-50.0%	Q3 2016
AJGArthur J. Gallagher & Co.	$2.93M	3.11%	0.01%	Not reported	Q1 2018
WTWWillis Towers Watson PLC	$2.77M	2.94%	0.01%	-50.0%	Q3 2019
HGHamilton Insurance Group, Ltd.	$2.2M	2.34%	0.07%	Not reported	Q1 2024
GOOGAlphabet Inc.	$2.07M	2.19%	Not reported	Not reported	Q2 2017
MARMarriott International Inc	$1.67M	1.77%	0.00%	Not reported	Q3 2025
ORLYO Reilly Automotive Inc	$1.66M	1.76%	0.00%	Not reported	Q1 2018
TJXTJX Companies Inc	$1.53M	1.62%	0.00%	Not reported	Q3 2025
BXBlackstone Inc.	$1.52M	1.61%	0.00%	Not reported	Q2 2013
MSFTMicrosoft Corp	$1.5M	1.59%	0.00%	Not reported	Q4 2014
CRBGCorebridge Financial, Inc.	$1.47M	1.57%	0.01%	Not reported	Q2 2023
UNMUnum Group	$1.45M	1.54%	0.01%	New	Q1 2026
EQHEquitable Holdings, Inc.	$1.44M	1.53%	0.01%	-61.4%	Q1 2024
IGICInternational General Insurance Holdings Ltd.	$1.44M	1.52%	0.14%	Not reported	Q4 2023
MSMorgan Stanley	$1.41M	1.49%	0.00%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$1.25M	1.33%	0.00%	Not reported	Q4 2014
UBERUber Technologies, Inc	$1.22M	1.30%	0.00%	Not reported	Q1 2025
AMZNAmazon Com Inc	$1M	1.06%	0.00%	Not reported	Q4 2023
HDHome Depot, Inc.	$822K	0.87%	0.00%	Not reported	Q1 2020
NVDANvidia Corp	$782K	0.83%	0.00%	Not reported	Q2 2025
UNPUnion Pacific Corp	$724K	0.77%	0.00%	Not reported	Q2 2014
SYKStryker Corp	$710K	0.75%	0.00%	Not reported	Q3 2023
NUNu Holdings Ltd.	$709K	0.75%	Not reported	Not reported	Q1 2024
DDIDoubleDown Interactive Co., Ltd.	$644K	0.68%	3.08%	Not reported	Q2 2025
MDTMedtronic plc	$634K	0.67%	0.00%	Not reported	Q3 2023
EPDEnterprise Products Partners L.P.	$616K	0.65%	0.00%	Not reported	Q4 2014
ABTAbbott Laboratories	$608K	0.65%	0.00%	Not reported	Q3 2016
NVONovo Nordisk A S	$334K	0.36%	Not reported	Not reported	Q3 2025
Q4 2025Reported Feb 17, 202637 positions
TRVTravelers Companies, Inc.	$10.6M	10.35%	0.02%	+82.9%	Q1 2017
LNCLincoln National Corp	$6.86M	6.68%	0.08%	Not reported	Q4 2020
RDNRadian Group Inc	$6.48M	6.31%	0.13%	Not reported	Q3 2016
MRSHMarsh & Mclennan Companies, Inc.	$6.39M	6.22%	0.01%	+100.0%	Q1 2018
WTWWillis Towers Watson PLC	$6.27M	6.10%	0.02%	Not reported	Q3 2019
HIGHartford Insurance Group, Inc.	$6.15M	5.99%	0.02%	Not reported	Q2 2013
ORIOld Republic International Corp	$5.94M	5.78%	0.05%	+50.0%	Q4 2014
AIGAmerican International Group, Inc.	$5.6M	5.46%	0.01%	+100.0%	Q1 2015
EQHEquitable Holdings, Inc.	$4.78M	4.66%	0.04%	Not reported	Q1 2024
AVGOBroadcom Inc.	$3.81M	3.71%	0.00%	Not reported	Q2 2020
AFGAmerican Financial Group Inc	$3.59M	3.49%	0.03%	Not reported	Q2 2013
ACGLArch Capital Group Ltd.	$3.54M	3.45%	0.01%	Not reported	Q4 2017
XOMExxonMobil Holdings Corp	$2.39M	2.33%	0.00%	Not reported	Q1 2022
GOOGAlphabet Inc.	$2.26M	2.20%	Not reported	Not reported	Q2 2017
EGEverest Group, Ltd.	$2.23M	2.17%	0.01%	Not reported	Q4 2017
HGHamilton Insurance Group, Ltd.	$2.06M	2.01%	0.07%	Not reported	Q1 2024
BXBlackstone Inc.	$2.03M	1.98%	0.00%	Not reported	Q2 2013
MSFTMicrosoft Corp	$1.95M	1.90%	0.00%	Not reported	Q4 2014
ORLYO Reilly Automotive Inc	$1.64M	1.60%	0.00%	Not reported	Q1 2018
MARMarriott International Inc	$1.58M	1.54%	0.00%	Not reported	Q3 2025
MSMorgan Stanley	$1.52M	1.48%	0.00%	Not reported	Q2 2013
IGICInternational General Insurance Holdings Ltd.	$1.49M	1.45%	0.14%	Not reported	Q4 2023
TJXTJX Companies Inc	$1.47M	1.43%	0.00%	Not reported	Q3 2025
UBERUber Technologies, Inc	$1.39M	1.35%	0.00%	Not reported	Q1 2025
JPMJPMorgan Chase & Co	$1.37M	1.33%	0.00%	Not reported	Q4 2014
AMZNAmazon Com Inc	$1.11M	1.08%	0.00%	Not reported	Q4 2023
SLDESlide Insurance Holdings, Inc.	$1.1M	1.07%	0.05%	New	Q4 2025
HDHome Depot, Inc.	$860K	0.84%	0.00%	Not reported	Q1 2020
NVDANvidia Corp	$836K	0.81%	0.00%	Not reported	Q2 2025
NUNu Holdings Ltd.	$826K	0.80%	Not reported	Not reported	Q1 2024
SYKStryker Corp	$759K	0.74%	0.00%	Not reported	Q3 2023
ABTAbbott Laboratories	$741K	0.72%	0.00%	Not reported	Q3 2016
MDTMedtronic plc	$702K	0.68%	0.00%	Not reported	Q3 2023
UNPUnion Pacific Corp	$690K	0.67%	0.00%	Not reported	Q2 2014
DDIDoubleDown Interactive Co., Ltd.	$658K	0.64%	3.08%	+46.6%	Q2 2025
EPDEnterprise Products Partners L.P.	$522K	0.51%	0.00%	Not reported	Q4 2014
NVONovo Nordisk A S	$463K	0.45%	Not reported	Not reported	Q3 2025
Q3 2025Reported Nov 14, 202540 positions
WRBBerkley W R Corp	$7.06M	6.59%	0.02%	Not reported	Q3 2018
PGRProgressive Corp	$6.92M	6.46%	0.00%	Not reported	Q1 2017
RDNRadian Group Inc	$6.52M	6.09%	0.13%	Not reported	Q3 2016
LNCLincoln National Corp	$6.22M	5.80%	0.08%	Not reported	Q4 2020
HIGHartford Insurance Group, Inc.	$5.95M	5.56%	0.02%	Not reported	Q2 2013
TRVTravelers Companies, Inc.	$5.6M	5.22%	0.01%	Not reported	Q1 2017
EQHEquitable Holdings, Inc.	$5.1M	4.76%	0.03%	Not reported	Q1 2024
CBChubb Ltd	$5.01M	4.67%	0.00%	Not reported	Q3 2021
AFGAmerican Financial Group Inc	$3.82M	3.57%	0.03%	Not reported	Q2 2013
AJGArthur J. Gallagher & Co.	$3.76M	3.51%	0.00%	Not reported	Q1 2018
ORIOld Republic International Corp	$3.68M	3.44%	0.04%	Not reported	Q4 2014
AVGOBroadcom Inc.	$3.63M	3.39%	0.00%	Not reported	Q2 2020
MRSHMarsh & Mclennan Companies, Inc.	$3.47M	3.24%	0.00%	Not reported	Q1 2018
CRBGCorebridge Financial, Inc.	$3.44M	3.21%	0.02%	Not reported	Q2 2023
ACGLArch Capital Group Ltd.	$3.35M	3.13%	0.01%	Not reported	Q4 2017
AIGAmerican International Group, Inc.	$2.57M	2.40%	0.01%	Not reported	Q1 2015
EGEverest Group, Ltd.	$2.3M	2.15%	0.01%	Not reported	Q4 2017
BXBlackstone Inc.	$2.26M	2.10%	0.00%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$2.24M	2.09%	0.00%	Not reported	Q1 2022
MSFTMicrosoft Corp	$2.09M	1.95%	0.00%	Not reported	Q4 2014
ORLYO Reilly Automotive Inc	$1.94M	1.81%	0.00%	Not reported	Q1 2018
HGHamilton Insurance Group, Ltd.	$1.83M	1.71%	0.08%	Not reported	Q1 2024
GOOGAlphabet Inc.	$1.75M	1.64%	Not reported	Not reported	Q2 2017
UBERUber Technologies, Inc	$1.67M	1.55%	0.00%	Not reported	Q1 2025
TJXTJX Companies Inc	$1.38M	1.29%	0.00%	New	Q3 2025
IGICInternational General Insurance Holdings Ltd.	$1.37M	1.28%	0.13%	Not reported	Q4 2023
MSMorgan Stanley	$1.36M	1.27%	0.00%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$1.34M	1.25%	0.00%	Not reported	Q4 2014
MARMarriott International Inc	$1.33M	1.24%	0.00%	New	Q3 2025
AMZNAmazon Com Inc	$1.06M	0.99%	0.00%	Not reported	Q4 2023
HDHome Depot, Inc.	$1.01M	0.95%	0.00%	Not reported	Q1 2020
NVDANvidia Corp	$837K	0.78%	0.00%	Not reported	Q2 2025
SYKStryker Corp	$798K	0.75%	0.00%	Not reported	Q3 2023
ABTAbbott Laboratories	$793K	0.74%	0.00%	Not reported	Q3 2016
NUNu Holdings Ltd.	$790K	0.74%	Not reported	Not reported	Q1 2024
UNPUnion Pacific Corp	$706K	0.66%	0.00%	Not reported	Q2 2014
MDTMedtronic plc	$696K	0.65%	0.00%	Not reported	Q3 2023
EPDEnterprise Products Partners L.P.	$509K	0.47%	0.00%	Not reported	Q4 2014
NVONovo Nordisk A S	$505K	0.47%	Not reported	New	Q3 2025
DDIDoubleDown Interactive Co., Ltd.	$486K	0.45%	2.10%	Not reported	Q2 2025

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