New Vernon Investment Management LLC 13F Holdings · Q2 2026
New Vernon Investment Management LLC reported 37 securities worth $81.66M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TRV (10.59%), CB (7.69%), AON (7.10%). Among its top 25 positions this quarter: 2 new, 3 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TRV | TRAVELERS COMPANIES INC | $8.6M | 10.59% | 26,189 | Hold |
| 2 | CB | CHUBB LTD SWITZ | $6.3M | 7.69% | 18,432 | Hold |
| 3 | AON | AON PLC | $5.8M | 7.10% | 17,486 | New |
| 4 | WRB | BERKLEY W R CORP | $4.5M | 5.53% | 64,046 | Hold |
| 5 | AJG | GALLAGHER ARTHUR J & CO | $4.5M | 5.46% | 19,403 | Added |
| 6 | ACGL | ARCH CAP GROUP LTD | $4.0M | 4.94% | 41,550 | Trimmed |
| 7 | RDN | RADIAN GROUP INC | $3.4M | 4.15% | 90,031 | Hold |
| 8 | AVGO | BROADCOM INC | $3.2M | 3.97% | 8,585 | Trimmed |
| 9 | HIG | HARTFORD INSURANCE GROUP INC | $3.0M | 3.63% | 22,387 | Hold |
| 10 | ORI | OLD REP INTL CORP | $2.7M | 3.26% | 65,077 | Trimmed |
| 11 | CRBG | COREBRIDGE FINL INC | $2.7M | 3.25% | 92,659 | Added |
| 12 | EQH | EQUITABLE HLDGS INC | $2.5M | 3.12% | 58,065 | Added |
| 13 | GOOG | ALPHABET INC CLASS C | $2.5M | 3.12% | 7,200 | Hold |
| 14 | LNC | LINCOLN NATL CORP IND | $2.2M | 2.73% | 63,115 | Trimmed |
| 15 | MAR | MARRIOTT INTL INC NEW | $1.9M | 2.31% | 5,095 | Hold |
| 16 | MS | MORGAN STANLEY | $1.8M | 2.19% | 8,550 | Hold |
| 17 | UNM | UNUM GROUP | $1.8M | 2.17% | 19,796 | Hold |
| 18 | ORLY | OREILLY AUTOMOTIVE INC | $1.7M | 2.03% | 18,000 | Hold |
| 19 | BX | BLACKSTONE INC | $1.6M | 1.90% | 13,201 | Hold |
| 20 | IGIC | INTL GNRL INSURANCE HLDNGS L | $1.6M | 1.90% | 59,267 | Hold |
| 21 | MSFT | MICROSOFT CORP | $1.5M | 1.85% | 4,042 | Hold |
| 22 | TJX | TJX COS INC NEW | $1.5M | 1.78% | 9,575 | Hold |
| 23 | PGR | PROGRESSIVE CORP | $1.4M | 1.74% | 6,502 | New |
| 24 | JPM | JPMORGAN CHASE & CO | $1.4M | 1.70% | 4,253 | Hold |
| 25 | UBER | UBER TECHNOLOGIES INC | $1.2M | 1.50% | 17,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR