Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Travelers Companies Inc.COM | COM | $8.65M | 10.6% |
| Chubb Ltd SwitzCOM | COM | $6.28M | 7.7% |
| Aon PLCSHS CL A | SHS CL A | $5.8M | 7.1% |
| Berkley W R Corp.COM | COM | $4.52M | 5.5% |
| Gallagher Arthur J & COCOM | COM | $4.45M | 5.5% |
| Arch Cap Group LtdORD | ORD | $4.03M | 4.9% |
| Radian Group Inc.COM | COM | $3.39M | 4.2% |
| Broadcom Inc.COM | COM | $3.24M | 4.0% |
| Hartford Insurance Group Inc.COM | COM | $2.97M | 3.6% |
| Old Rep Intl Corp.COM | COM | $2.66M | 3.3% |
| Corebridge Finl Inc.COM | COM | $2.65M | 3.2% |
| Equitable Hldgs Inc.COM | COM | $2.55M | 3.1% |
| Alphabet Inc. Class CCAP STK CL C | CAP STK CL C | $2.54M | 3.1% |
| Lincoln Natl Corp. IndCOM | COM | $2.23M | 2.7% |
| Marriott Intl Inc. NewCL A | CL A | $1.89M | 2.3% |
| Morgan StanleyCOM NEW | COM NEW | $1.79M | 2.2% |
| Unum GroupCOM | COM | $1.77M | 2.2% |
| Oreilly Automotive Inc.COM | COM | $1.66M | 2.0% |
| Blackstone Inc.COM | COM | $1.55M | 1.9% |
| Intl Gnrl Insurance Hldngs LSHS | SHS | $1.55M | 1.9% |
| Microsoft Corp.COM | COM | $1.51M | 1.8% |
| TJX Cos Inc. NewCOM | COM | $1.45M | 1.8% |
| Progressive Corp.COM | COM | $1.42M | 1.7% |
| JPMORGAN Chase & COCOM | COM | $1.39M | 1.7% |
| Uber Technologies Inc.COM | COM | $1.23M | 1.5% |
| Amazon Com Inc.COM | COM | $1.15M | 1.4% |
| Nvidia CorporationCOM | COM | $897K | 1.1% |
| Home Depot Inc.COM | COM | $882K | 1.1% |
| Union Pac Corp.COM | COM | $812K | 1.0% |
| United Airls Hldgs Inc.COM | COM | $750K | 0.9% |
| Stryker CorporationCOM | COM | $680K | 0.8% |
| NU Hldgs LtdORD SHS CL A | ORD SHS CL A | $659K | 0.8% |
| Enterprise Prods Partners LCOM | COM | $598K | 0.7% |
| Eaton Corp. PLCSHS | SHS | $571K | 0.7% |
| Abbott LabsCOM | COM | $537K | 0.7% |
| Sea LtdSPONSORED ADS | SPONSORED ADS | $513K | 0.6% |
| Novo-nordisk A SADR | ADR | $436K | 0.5% |
- Class
- COM
- Share
- 10.6%
- Class
- COM
- Share
- 7.7%
- Class
- SHS CL A
- Share
- 7.1%
- Class
- COM
- Share
- 5.5%
- Class
- COM
- Share
- 5.5%
- Class
- ORD
- Share
- 4.9%
- Class
- COM
- Share
- 4.2%
- Class
- COM
- Share
- 4.0%
- Class
- COM
- Share
- 3.6%
- Class
- COM
- Share
- 3.3%
- Class
- COM
- Share
- 3.2%
- Class
- COM
- Share
- 3.1%
- Class
- CAP STK CL C
- Share
- 3.1%
- Class
- COM
- Share
- 2.7%
- Class
- CL A
- Share
- 2.3%
- Class
- COM NEW
- Share
- 2.2%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 1.9%
- Class
- SHS
- Share
- 1.9%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.8%
- Class
- ORD SHS CL A
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- SHS
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- SPONSORED ADS
- Share
- 0.6%
- Class
- ADR
- Share
- 0.5%
The share class is shown on a wider screen.
The 37 largest of 37 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1500605
- File number
- 028-14174
- Options
- 0 call, 0 put
- In the 25 largest
- 89.6%
- Prior quarter
- $94.2M at 31 March 2026
- Positions opened
- 5
- Positions closed
- 7
Common questions
What are New Vernon Investment Management’s 13F holdings worth?
$81.7 million across 37 positions for the quarter ended 30 June 2026.
What is New Vernon Investment Management’s largest 13F holding?
TRAVELERS COMPANIES INC (COM) was the largest position at $8.65 million, or 10.6% of reported 13F value, as of 30 June 2026.
How concentrated is New Vernon Investment Management’s 13F portfolio?
The ten largest positions accounted for 56.3% of reported value and the twenty-five largest for 89.6%, across 37 positions as of 30 June 2026.
Does Form 13F show everything New Vernon Investment Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does New Vernon Investment Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.