New Vernon Investment Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
New Vernon Investment Management LLC disclosed 35 US equity positions worth $86.0m in its Q2 2025 13F filing. The largest position was PGR at 8.7% of the reported book, followed by WRB and HIG. Against the Q1 2025 filing, it opened 3 new positions, added to 6 and reduced 1 among the top 35 holdings.
What did New Vernon Investment Management LLC own in Q2 2025? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PGR PROGRESSIVE CORP | Financial Services | 8.7% | $7.5m | 28,034 | 60% | added |
| 2 | WRB BERKLEY W.R. CORP | Financial Services | 7.9% | $6.8m | 92,206 | 100% | added |
| 3 | HIG HARTFORD FINL SVCS GROUP INC | Financial Services | 6.6% | $5.7m | 44,643 | 0% | held |
| 4 | EQH EQUITABLE HLDGS INC | Financial Services | 6.5% | $5.6m | 100,349 | 12% | added |
| 5 | TRV TRAVELERS COMPANIES INC | Financial Services | 6.2% | $5.4m | 20,043 | 71% | added |
| 6 | LNC LINCOLN NATL CORP INC | Financial Services | 6.2% | $5.3m | 154,110 | – | new |
| 7 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 4.5% | $3.9m | 12,141 | -50% | reduced |
| 8 | CRBG COREBRIDGE FINL INC | Financial Services | 4.4% | $3.8m | 107,187 | 58% | added |
| 9 | MRSH MARSH & MCLENNAN COS INC | Financial Services | 4.4% | $3.8m | 17,221 | 0% | held |
| 10 | ARCH CAP GROUP LTD | 3.9% | $3.4m | 36,920 | 0% | held | |
| 11 | PLMR PALOMAR HLDGS INC | Financial Services | 3.6% | $3.1m | 19,845 | 0% | held |
| 12 | AVGO BROADCOM INC | Technology | 3.5% | $3.0m | 11,000 | 0% | held |
| 13 | AIG AMERICAN INTL GROUP | Financial Services | 3.3% | $2.8m | 32,742 | 0% | held |
| 14 | EG EVEREST GROUP LTD | Financial Services | 2.6% | $2.2m | 6,568 | 0% | held |
| 15 | EXMOC EXXON MOBIL CORP | 2.5% | $2.1m | 19,850 | 0% | held | |
| 16 | MSFT MICROSOFT CORP | Technology | 2.3% | $2.0m | 4,042 | 0% | held |
| 17 | BX BLACKSTONE INC | Financial Services | 2.3% | $2.0m | 13,201 | 0% | held |
| 18 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 1.9% | $1.6m | 18,000 | 1400% | added |
| 19 | HG HAMILTON INSURANCE GROUP INC | Financial Services | 1.9% | $1.6m | 73,891 | 0% | held |
| 20 | UBER UBER TECHNOLOGIES INC | Technology | 1.8% | $1.6m | 17,000 | 0% | held |
| 21 | INTL GNRL INSURANCE HLDNGS L | 1.7% | $1.4m | 59,267 | 0% | held | |
| 22 | GOOG ALPHABET INC | Communication Services | 1.5% | $1.3m | 7,200 | 0% | held |
| 23 | JPM JPMORGAN CHASE & CO | Financial Services | 1.4% | $1.2m | 4,253 | 0% | held |
| 24 | MS MORGAN STANLEY | Financial Services | 1.4% | $1.2m | 8,550 | 0% | held |
| 25 | AMZN AMAZON COM INC | Consumer Cyclical | 1.2% | $1.1m | 4,809 | 0% | held |
| 26 | HD HOME DEPOT INC | Consumer Cyclical | 1.1% | $916.6k | 2,500 | 0% | held |
| 27 | SYK STRYKER CORP | Healthcare | 1.0% | $854.6k | 2,160 | 0% | held |
| 28 | ABT ABBOTT LABS | Healthcare | 0.9% | $804.9k | 5,918 | 0% | held |
| 29 | NVDA NVIDIA CORPORATION | Technology | 0.8% | $708.4k | 4,484 | – | new |
| 30 | UNP UNION PACIFIC CP | Industrials | 0.8% | $686.8k | 2,985 | 0% | held |
| 31 | NU NU HLDGS LTD | Financial Services | 0.8% | $676.7k | 49,324 | 0% | held |
| 32 | MDT MEDTRONIC INC | Healthcare | 0.7% | $637.5k | 7,313 | 0% | held |
| 33 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 0.6% | $504.6k | 16,271 | 0% | held |
| 34 | DDI DOUBLEDOWN INTERACTIVE CO LT | 0.6% | $497.6k | 52,000 | – | new | |
| 35 | FIDELIS INSURANCE HOLDINGS L | 0.4% | $355.2k | 21,422 | 0% | held |
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.