New Vernon Investment Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
New Vernon Investment Management LLC disclosed 39 US equity positions worth $94.2m in its Q1 2026 13F filing. The largest position was XLF at 11.4% of the reported book, followed by TRV and CB.
What did New Vernon Investment Management LLC own in Q1 2026? Top 39 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | XLF SELECT SECTOR SPDR TR | 11.4% | $10.8m | 217,879 | – | ||
| 2 | TRV TRAVELERS COMPANIES INC | Financial Services | 8.1% | $7.6m | 26,189 | – | |
| 3 | CB CHUBB LTD SWITZ | Financial Services | 6.4% | $6.0m | 18,432 | – | |
| 4 | ARCH CAP GROUP LTD | 5.9% | $5.5m | 57,695 | – | ||
| 5 | ORI OLD REP INTL CORP | Financial Services | 5.5% | $5.2m | 130,154 | – | |
| 6 | EG EVEREST GROUP LTD | Financial Services | 4.6% | $4.3m | 13,136 | – | |
| 7 | WRB BERKLEY W R CORP | Financial Services | 4.5% | $4.2m | 64,046 | – | |
| 8 | AVGO BROADCOM INC | Technology | 3.6% | $3.4m | 11,000 | – | |
| 9 | HIG HARTFORD INSURANCE GROUP INC | Financial Services | 3.2% | $3.0m | 22,387 | – | |
| 10 | LNC LINCOLN NATL CORP IND | Financial Services | 3.2% | $3.0m | 84,154 | – | |
| 11 | MRSH MARSH & MCLENNAN COS INC | Financial Services | 3.2% | $3.0m | 17,221 | – | |
| 12 | RDN RADIAN GROUP INC | Financial Services | 3.2% | $3.0m | 90,031 | – | |
| 13 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 3.1% | $2.9m | 13,508 | – | |
| 14 | WTW WILLIS TOWERS WATSON PLC LTD | Financial Services | 2.9% | $2.8m | 9,533 | – | |
| 15 | HG HAMILTON INSURANCE GROUP LTD | Financial Services | 2.3% | $2.2m | 73,891 | – | |
| 16 | GOOG ALPHABET INC CLASS C | Communication Services | 2.2% | $2.1m | 7,200 | – | |
| 17 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 1.8% | $1.7m | 5,095 | – | |
| 18 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 1.8% | $1.7m | 18,000 | – | |
| 19 | TJX TJX COS INC NEW | Consumer Cyclical | 1.6% | $1.5m | 9,575 | – | |
| 20 | BX BLACKSTONE INC | Financial Services | 1.6% | $1.5m | 13,201 | – | |
| 21 | MSFT MICROSOFT CORP | Technology | 1.6% | $1.5m | 4,042 | – | |
| 22 | CRBG COREBRIDGE FINL INC | Financial Services | 1.6% | $1.5m | 61,772 | – | |
| 23 | UNM UNUM GROUP | Financial Services | 1.5% | $1.4m | 19,796 | – | |
| 24 | EQH EQUITABLE HLDGS INC | Financial Services | 1.5% | $1.4m | 38,710 | – | |
| 25 | INTL GNRL INSURANCE HLDNGS L | 1.5% | $1.4m | 59,267 | – | ||
| 26 | MS MORGAN STANLEY | Financial Services | 1.5% | $1.4m | 8,550 | – | |
| 27 | JPM JPMORGAN CHASE & CO | Financial Services | 1.3% | $1.3m | 4,253 | – | |
| 28 | UBER UBER TECHNOLOGIES INC | Technology | 1.3% | $1.2m | 17,000 | – | |
| 29 | AMZN AMAZON COM INC | Consumer Cyclical | 1.1% | $1.0m | 4,809 | – | |
| 30 | HD HOME DEPOT INC | Consumer Cyclical | 0.9% | $822.2k | 2,500 | – | |
| 31 | NVDA NVIDIA CORPORATION | Technology | 0.8% | $782.0k | 4,484 | – | |
| 32 | UNP UNION PAC CORP | Industrials | 0.8% | $724.2k | 2,985 | – | |
| 33 | SYK STRYKER CORPORATION | Healthcare | 0.8% | $709.8k | 2,160 | – | |
| 34 | NU NU HLDGS LTD | Financial Services | 0.8% | $708.8k | 49,324 | – | |
| 35 | DDI DOUBLEDOWN INTERACTIVE CO LT | 0.7% | $644.3k | 76,250 | – | ||
| 36 | MDT MEDTRONIC PLC | Healthcare | 0.7% | $633.7k | 7,313 | – | |
| 37 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 0.7% | $615.7k | 16,271 | – | |
| 38 | ABT ABBOTT LABS | Healthcare | 0.6% | $607.6k | 5,918 | – | |
| 39 | NVO NOVO-NORDISK A S | Healthcare | 0.4% | $334.4k | 9,100 | – |
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.