New Vernon Investment Management LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
New Vernon Investment Management LLC disclosed 40 US equity positions worth $107.2m in its Q3 2025 13F filing. The largest position was WRB at 6.6% of the reported book, followed by PGR and RDN. Against the Q2 2025 filing, it opened 7 new positions, added to 0 and reduced 0 among the top 40 holdings.
What did New Vernon Investment Management LLC own in Q3 2025? Top 40 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | WRB BERKLEY W R CORP | Financial Services | 6.6% | $7.1m | 92,206 | 0% | held |
| 2 | PGR PROGRESSIVE CORP | Financial Services | 6.5% | $6.9m | 28,034 | 0% | held |
| 3 | RDN RADIAN GROUP INC | Financial Services | 6.1% | $6.5m | 180,062 | – | new |
| 4 | LNC LINCOLN NATL CORP IND | Financial Services | 5.8% | $6.2m | 154,110 | 0% | held |
| 5 | HIG HARTFORD INSURANCE GROUP INC | Financial Services | 5.6% | $6.0m | 44,643 | 0% | held |
| 6 | TRV TRAVELERS COMPANIES INC | Financial Services | 5.2% | $5.6m | 20,043 | 0% | held |
| 7 | EQH EQUITABLE HLDGS INC | Financial Services | 4.8% | $5.1m | 100,349 | 0% | held |
| 8 | CB CHUBB LIMITED | Financial Services | 4.7% | $5.0m | 17,735 | – | new |
| 9 | AFG AMERICAN FINL GROUP INC OHIO | Financial Services | 3.6% | $3.8m | 26,240 | – | new |
| 10 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 3.5% | $3.8m | 12,141 | 0% | held |
| 11 | ORI OLD REP INTL CORP | Financial Services | 3.4% | $3.7m | 86,695 | – | new |
| 12 | AVGO BROADCOM INC | Technology | 3.4% | $3.6m | 11,000 | 0% | held |
| 13 | MRSH MARSH & MCLENNAN COS INC | Financial Services | 3.2% | $3.5m | 17,221 | 0% | held |
| 14 | CRBG COREBRIDGE FINL INC | Financial Services | 3.2% | $3.4m | 107,187 | 0% | held |
| 15 | ARCH CAP GROUP LTD | 3.1% | $3.3m | 36,920 | 0% | held | |
| 16 | AIG AMERICAN INTL GROUP INC | Financial Services | 2.4% | $2.6m | 32,742 | 0% | held |
| 17 | EG EVEREST GROUP LTD | Financial Services | 2.1% | $2.3m | 6,568 | 0% | held |
| 18 | BX BLACKSTONE INC | Financial Services | 2.1% | $2.3m | 13,201 | 0% | held |
| 19 | EXMOC EXXON MOBIL CORP | 2.1% | $2.2m | 19,850 | 0% | held | |
| 20 | MSFT MICROSOFT CORP | Technology | 2.0% | $2.1m | 4,042 | 0% | held |
| 21 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 1.8% | $1.9m | 18,000 | 0% | held |
| 22 | HG HAMILTON INSURANCE GROUP LTD | Financial Services | 1.7% | $1.8m | 73,891 | 0% | held |
| 23 | GOOG ALPHABET INC CLASS C | Communication Services | 1.6% | $1.8m | 7,200 | 0% | held |
| 24 | UBER UBER TECHNOLOGIES INC | Technology | 1.6% | $1.7m | 17,000 | 0% | held |
| 25 | TJX TJX COS INC NEW | Consumer Cyclical | 1.3% | $1.4m | 9,575 | – | new |
| 26 | INTL GNRL INSURANCE HLDNGS L | 1.3% | $1.4m | 59,267 | 0% | held | |
| 27 | MS MORGAN STANLEY | Financial Services | 1.3% | $1.4m | 8,550 | 0% | held |
| 28 | JPM JPMORGAN CHASE & CO | Financial Services | 1.3% | $1.3m | 4,253 | 0% | held |
| 29 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 1.2% | $1.3m | 5,095 | – | new |
| 30 | AMZN AMAZON COM INC | Consumer Cyclical | 1.0% | $1.1m | 4,809 | 0% | held |
| 31 | HD HOME DEPOT INC | Consumer Cyclical | 0.9% | $1.0m | 2,500 | 0% | held |
| 32 | NVDA NVIDIA CORPORATION | Technology | 0.8% | $836.6k | 4,484 | 0% | held |
| 33 | SYK STRYKER CORPORATION | Healthcare | 0.7% | $798.5k | 2,160 | 0% | held |
| 34 | ABT ABBOTT LABS | Healthcare | 0.7% | $792.7k | 5,918 | 0% | held |
| 35 | NU NU HLDGS LTD | Financial Services | 0.7% | $789.7k | 49,324 | 0% | held |
| 36 | UNP UNION PAC CORP | Industrials | 0.7% | $705.6k | 2,985 | 0% | held |
| 37 | MDT MEDTRONIC PLC | Healthcare | 0.6% | $696.5k | 7,313 | 0% | held |
| 38 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 0.5% | $508.8k | 16,271 | 0% | held |
| 39 | NVO NOVO-NORDISK A S | Healthcare | 0.5% | $505.0k | 9,100 | – | new |
| 40 | DDI DOUBLEDOWN INTERACTIVE CO LT | 0.5% | $485.7k | 52,000 | 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.