New Vernon Investment Management LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
New Vernon Investment Management LLC disclosed 37 US equity positions worth $102.7m in its Q4 2025 13F filing. The largest position was TRV at 10.4% of the reported book, followed by LNC and RDN. Against the Q3 2025 filing, it opened 2 new positions, added to 5 and reduced 0 among the top 37 holdings.
What did New Vernon Investment Management LLC own in Q4 2025? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TRV TRAVELERS COMPANIES INC | Financial Services | 10.4% | $10.6m | 36,659 | 83% | added |
| 2 | LNC LINCOLN NATL CORP IND | Financial Services | 6.7% | $6.9m | 154,110 | 0% | held |
| 3 | RDN RADIAN GROUP INC | Financial Services | 6.3% | $6.5m | 180,062 | 0% | held |
| 4 | MRSH MARSH & MCLENNAN COS INC | Financial Services | 6.2% | $6.4m | 34,442 | 100% | added |
| 5 | WTW WILLIS TOWERS WATSON PLC LTD | Financial Services | 6.1% | $6.3m | 19,066 | – | new |
| 6 | HIG HARTFORD INSURANCE GROUP INC | Financial Services | 6.0% | $6.2m | 44,643 | 0% | held |
| 7 | ORI OLD REP INTL CORP | Financial Services | 5.8% | $5.9m | 130,043 | 50% | added |
| 8 | AIG AMERICAN INTL GROUP INC | Financial Services | 5.5% | $5.6m | 65,484 | 100% | added |
| 9 | EQH EQUITABLE HLDGS INC | Financial Services | 4.7% | $4.8m | 100,349 | 0% | held |
| 10 | AVGO BROADCOM INC | Technology | 3.7% | $3.8m | 11,000 | 0% | held |
| 11 | AFG AMERICAN FINL GROUP INC OHIO | Financial Services | 3.5% | $3.6m | 26,240 | 0% | held |
| 12 | ARCH CAP GROUP LTD | 3.4% | $3.5m | 36,920 | 0% | held | |
| 13 | EXMOC EXXON MOBIL CORP | 2.3% | $2.4m | 19,850 | 0% | held | |
| 14 | GOOG ALPHABET INC CLASS C | Communication Services | 2.2% | $2.3m | 7,200 | 0% | held |
| 15 | EG EVEREST GROUP LTD | Financial Services | 2.2% | $2.2m | 6,568 | 0% | held |
| 16 | HG HAMILTON INSURANCE GROUP LTD | Financial Services | 2.0% | $2.1m | 73,891 | 0% | held |
| 17 | BX BLACKSTONE INC | Financial Services | 2.0% | $2.0m | 13,201 | 0% | held |
| 18 | MSFT MICROSOFT CORP | Technology | 1.9% | $2.0m | 4,042 | 0% | held |
| 19 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 1.6% | $1.6m | 18,000 | 0% | held |
| 20 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 1.5% | $1.6m | 5,095 | 0% | held |
| 21 | MS MORGAN STANLEY | Financial Services | 1.5% | $1.5m | 8,550 | 0% | held |
| 22 | INTL GNRL INSURANCE HLDNGS L | 1.4% | $1.5m | 59,267 | 0% | held | |
| 23 | TJX TJX COS INC NEW | Consumer Cyclical | 1.4% | $1.5m | 9,575 | 0% | held |
| 24 | UBER UBER TECHNOLOGIES INC | Technology | 1.4% | $1.4m | 17,000 | 0% | held |
| 25 | JPM JPMORGAN CHASE & CO | Financial Services | 1.3% | $1.4m | 4,253 | 0% | held |
| 26 | AMZN AMAZON COM INC | Consumer Cyclical | 1.1% | $1.1m | 4,809 | 0% | held |
| 27 | SLDE SLIDE INS HLDGS INC | 1.1% | $1.1m | 56,362 | – | new | |
| 28 | HD HOME DEPOT INC | Consumer Cyclical | 0.8% | $860.2k | 2,500 | 0% | held |
| 29 | NVDA NVIDIA CORPORATION | Technology | 0.8% | $836.3k | 4,484 | 0% | held |
| 30 | NU NU HLDGS LTD | Financial Services | 0.8% | $825.7k | 49,324 | 0% | held |
| 31 | SYK STRYKER CORPORATION | Healthcare | 0.7% | $759.2k | 2,160 | 0% | held |
| 32 | ABT ABBOTT LABS | Healthcare | 0.7% | $741.5k | 5,918 | 0% | held |
| 33 | MDT MEDTRONIC PLC | Healthcare | 0.7% | $702.5k | 7,313 | 0% | held |
| 34 | UNP UNION PAC CORP | Industrials | 0.7% | $690.5k | 2,985 | 0% | held |
| 35 | DDI DOUBLEDOWN INTERACTIVE CO LT | 0.6% | $658.0k | 76,250 | 47% | added | |
| 36 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 0.5% | $521.6k | 16,271 | 0% | held |
| 37 | NVO NOVO-NORDISK A S | Healthcare | 0.5% | $463.0k | 9,100 | 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.