New Vernon Investment Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
New Vernon Investment Management LLC disclosed 37 US equity positions worth $81.7m in its Q2 2026 13F filing. The largest position was TRV at 10.6% of the reported book, followed by CB and AON. Against the Q1 2026 filing, it opened 5 new positions, added to 3 and reduced 4 among the top 37 holdings.
What did New Vernon Investment Management LLC own in Q2 2026? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TRV TRAVELERS COMPANIES INC | Financial Services | 10.6% | $8.6m | 26,189 | 0% | held |
| 2 | CB CHUBB LTD SWITZ | Financial Services | 7.7% | $6.3m | 18,432 | 0% | held |
| 3 | AON AON PLC | Financial Services | 7.1% | $5.8m | 17,486 | – | new |
| 4 | WRB BERKLEY W R CORP | Financial Services | 5.5% | $4.5m | 64,046 | 0% | held |
| 5 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 5.5% | $4.5m | 19,403 | 44% | added |
| 6 | ARCH CAP GROUP LTD | 4.9% | $4.0m | 41,550 | -28% | reduced | |
| 7 | RDN RADIAN GROUP INC | Financial Services | 4.2% | $3.4m | 90,031 | 0% | held |
| 8 | AVGO BROADCOM INC | Technology | 4.0% | $3.2m | 8,585 | -22% | reduced |
| 9 | HIG HARTFORD INSURANCE GROUP INC | Financial Services | 3.6% | $3.0m | 22,387 | 0% | held |
| 10 | ORI OLD REP INTL CORP | Financial Services | 3.3% | $2.7m | 65,077 | -50% | reduced |
| 11 | CRBG COREBRIDGE FINL INC | Financial Services | 3.2% | $2.7m | 92,659 | 50% | added |
| 12 | EQH EQUITABLE HLDGS INC | Financial Services | 3.1% | $2.5m | 58,065 | 50% | added |
| 13 | GOOG ALPHABET INC CLASS C | Communication Services | 3.1% | $2.5m | 7,200 | 0% | held |
| 14 | LNC LINCOLN NATL CORP IND | Financial Services | 2.7% | $2.2m | 63,115 | -25% | reduced |
| 15 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 2.3% | $1.9m | 5,095 | 0% | held |
| 16 | MS MORGAN STANLEY | Financial Services | 2.2% | $1.8m | 8,550 | 0% | held |
| 17 | UNM UNUM GROUP | Financial Services | 2.2% | $1.8m | 19,796 | 0% | held |
| 18 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2.0% | $1.7m | 18,000 | 0% | held |
| 19 | BX BLACKSTONE INC | Financial Services | 1.9% | $1.6m | 13,201 | 0% | held |
| 20 | INTL GNRL INSURANCE HLDNGS L | 1.9% | $1.6m | 59,267 | 0% | held | |
| 21 | MSFT MICROSOFT CORP | Technology | 1.8% | $1.5m | 4,042 | 0% | held |
| 22 | TJX TJX COS INC NEW | Consumer Cyclical | 1.8% | $1.5m | 9,575 | 0% | held |
| 23 | PGR PROGRESSIVE CORP | Financial Services | 1.7% | $1.4m | 6,502 | – | new |
| 24 | JPM JPMORGAN CHASE & CO | Financial Services | 1.7% | $1.4m | 4,253 | 0% | held |
| 25 | UBER UBER TECHNOLOGIES INC | Technology | 1.5% | $1.2m | 17,000 | 0% | held |
| 26 | AMZN AMAZON COM INC | Consumer Cyclical | 1.4% | $1.1m | 4,809 | 0% | held |
| 27 | NVDA NVIDIA CORPORATION | Technology | 1.1% | $897.2k | 4,484 | 0% | held |
| 28 | HD HOME DEPOT INC | Consumer Cyclical | 1.1% | $881.7k | 2,500 | 0% | held |
| 29 | UNP UNION PAC CORP | Industrials | 1.0% | $811.9k | 2,985 | 0% | held |
| 30 | UAL UNITED AIRLS HLDGS INC | Industrials | 0.9% | $750.0k | 5,515 | – | new |
| 31 | SYK STRYKER CORPORATION | Healthcare | 0.8% | $680.1k | 2,160 | 0% | held |
| 32 | NU NU HLDGS LTD | Financial Services | 0.8% | $659.0k | 49,324 | 0% | held |
| 33 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 0.7% | $598.1k | 16,271 | 0% | held |
| 34 | ETN EATON CORP PLC | Industrials | 0.7% | $571.0k | 1,340 | – | new |
| 35 | ABT ABBOTT LABS | Healthcare | 0.7% | $537.0k | 5,918 | 0% | held |
| 36 | SE SEA LTD | Consumer Cyclical | 0.6% | $512.7k | 5,350 | – | new |
| 37 | NVO NOVO-NORDISK A S | Healthcare | 0.5% | $436.3k | 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.