New Vernon Investment Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
New Vernon Investment Management LLC disclosed 36 US equity positions worth $74.8m in its Q1 2025 13F filing. The largest position was AJG at 11.2% of the reported book, followed by HIG and PGR. Against the Q4 2024 filing, it opened 1 new position, added to 16 and reduced 14 among the top 36 holdings.
What did New Vernon Investment Management LLC own in Q1 2025? Top 36 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 11.2% | $8.4m | 24,282 | -67% | reduced |
| 2 | HIG HARTFORD FINL SVCS GROUP INC | Financial Services | 7.4% | $5.5m | 44,643 | 1686% | added |
| 3 | PGR PROGRESSIVE CORP | Financial Services | 6.6% | $5.0m | 17,517 | 397% | added |
| 4 | EQH EQUITABLE HLDGS INC | Financial Services | 6.3% | $4.7m | 89,799 | 1267% | added |
| 5 | MRSH MARSH & MCLENNAN COS INC | Financial Services | 5.6% | $4.2m | 17,221 | 135% | added |
| 6 | ARCH CAP GROUP LTD | 4.8% | $3.6m | 36,920 | 0% | held | |
| 7 | WRB BERKLEY W.R. CORP | Financial Services | 4.4% | $3.3m | 46,103 | 249% | added |
| 8 | TRV TRAVELERS COMPANIES INC | Financial Services | 4.2% | $3.1m | 11,735 | 293% | added |
| 9 | AIG AMERICAN INTL GROUP | Financial Services | 3.8% | $2.8m | 32,742 | 0% | held |
| 10 | PLMR PALOMAR HLDGS INC | Financial Services | 3.6% | $2.7m | 19,845 | 13% | added |
| 11 | EG EVEREST GROUP LTD | Financial Services | 3.2% | $2.4m | 6,568 | -67% | reduced |
| 12 | MET METLIFE INC | Financial Services | 3.2% | $2.4m | 29,613 | 633% | added |
| 13 | EXMOC EXXON MOBIL CORP | 3.2% | $2.4m | 19,850 | 1141% | added | |
| 14 | CRBG COREBRIDGE FINL INC | Financial Services | 2.9% | $2.1m | 67,858 | 317% | added |
| 15 | BX BLACKSTONE INC | Financial Services | 2.5% | $1.8m | 13,201 | 20% | added |
| 16 | AVGO BROADCOM INC | Technology | 2.5% | $1.8m | 11,000 | -88% | reduced |
| 17 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2.3% | $1.7m | 1,200 | -82% | reduced |
| 18 | INTL GNRL INSURANCE HLDNGS L | 2.1% | $1.6m | 59,267 | 1294% | added | |
| 19 | HG HAMILTON INSURANCE GROUP INC | Financial Services | 2.0% | $1.5m | 73,891 | 66% | added |
| 20 | MSFT MICROSOFT CORP | Technology | 2.0% | $1.5m | 4,042 | -53% | reduced |
| 21 | UBER UBER TECHNOLOGIES INC | Technology | 1.7% | $1.2m | 17,000 | – | new |
| 22 | GOOG ALPHABET INC | Communication Services | 1.5% | $1.1m | 7,200 | 0% | held |
| 23 | JPM JPMORGAN CHASE & CO | Financial Services | 1.4% | $1.0m | 4,253 | -96% | reduced |
| 24 | MS MORGAN STANLEY | Financial Services | 1.3% | $997.5k | 8,550 | -69% | reduced |
| 25 | HD HOME DEPOT INC | Consumer Cyclical | 1.2% | $916.2k | 2,500 | -96% | reduced |
| 26 | AMZN AMAZON COM INC | Consumer Cyclical | 1.2% | $915.0k | 4,809 | 0% | held |
| 27 | SYK STRYKER CORP | Healthcare | 1.1% | $804.1k | 2,160 | -89% | reduced |
| 28 | ABT ABBOTT LABS | Healthcare | 1.1% | $785.0k | 5,918 | 0% | held |
| 29 | UNP UNION PACIFIC CP | Industrials | 0.9% | $705.2k | 2,985 | -94% | reduced |
| 30 | TECK TECK RESOURCES LTD CLS-B | Basic Materials | 0.9% | $703.1k | 19,300 | 64% | added |
| 31 | MDT MEDTRONIC INC | Healthcare | 0.9% | $657.1k | 7,313 | -75% | reduced |
| 32 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 0.7% | $555.5k | 16,271 | -90% | reduced |
| 33 | QCOM QUALCOMM INC | Technology | 0.7% | $541.5k | 3,525 | 63% | added |
| 34 | NU NU HLDGS LTD | Financial Services | 0.7% | $505.1k | 49,324 | 765% | added |
| 35 | FDX FEDEX CORP | Industrials | 0.5% | $390.0k | 1,600 | -93% | reduced |
| 36 | FIDELIS INSURANCE HOLDINGS L | 0.5% | $347.0k | 21,422 | -12% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.