New Vernon Investment Management Llc Portfolio Stock Holdings
New Vernon Investment Management Llc disclosed 39 stock positions valued at approximately $94.2 million in its latest SEC 13F filing. The largest holdings include SELECT SECTOR SPDR TR, TRAVELERS COMPANIES INC, and CHUBB LTD SWITZ. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 39
- Portfolio Value
- $94.2M
Holdings by Sector
New Vernon Investment Management Llc Portfolio Holdings in Q1 2026
38 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | XLF | Other | 11.42% | 217,879 | +217,879 | +100.00% | $10,756,686 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 8.11% | 26,189 | -10,470 | -28.56% | $7,638,808 |
| CHUBB LTD SWITZ | CB | Financial Services | 6.38% | 18,432 | +18,432 | +100.00% | $6,007,542 |
| ARCH CAP GROUP LTD | G0450A105 | Other | 5.88% | 57,695 | +20,775 | +56.27% | $5,538,143 |
| OLD REP INTL CORP | ORI | Financial Services | 5.52% | 130,154 | +111 | +0.09% | $5,193,145 |
| EVEREST GROUP LTD | EG | Other | 4.56% | 13,136 | +6,568 | +100.00% | $4,293,502 |
| BERKLEY W R CORP | WRB | Financial Services | 4.51% | 64,046 | +64,046 | +100.00% | $4,244,969 |
| BROADCOM INC | AVGO | Technology | 3.62% | 11,000 | - | - | $3,404,610 |
| HARTFORD INSURANCE GROUP INC | HIG | Financial Services | 3.22% | 22,387 | -22,256 | -49.85% | $3,027,394 |
| LINCOLN NATL CORP IND | LNC | Financial Services | 3.17% | 84,154 | -69,956 | -45.39% | $2,987,467 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 3.17% | 17,221 | -17,221 | -50.00% | $2,986,982 |
| RADIAN GROUP INC | RDN | Financial Services | 3.16% | 90,031 | -90,031 | -50.00% | $2,978,225 |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 3.11% | 13,508 | +13,508 | +100.00% | $2,925,563 |
| WILLIS TOWERS WATSON PLC LTD | WTW | Other | 2.94% | 9,533 | -9,533 | -50.00% | $2,771,243 |
| HAMILTON INSURANCE GROUP LTD | G42706104 | Other | 2.34% | 73,891 | - | - | $2,204,169 |
| ALPHABET INC CLASS C | GOOG | Communication Services | 2.19% | 7,200 | - | - | $2,065,392 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 1.77% | 5,095 | - | - | $1,666,422 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 1.76% | 18,000 | - | - | $1,661,580 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.62% | 9,575 | - | - | $1,529,128 |
| BLACKSTONE INC | BX | Financial Services | 1.61% | 13,201 | - | - | $1,517,983 |
| MICROSOFT CORP | MSFT | Technology | 1.59% | 4,042 | - | - | $1,496,227 |
| COREBRIDGE FINL INC | CRBG | Financial Services | 1.57% | 61,772 | +61,772 | +100.00% | $1,473,880 |
| UNUM GROUP | UNM | Financial Services | 1.54% | 19,796 | +19,796 | +100.00% | $1,445,702 |
| EQUITABLE HLDGS INC | EQH | Financial Services | 1.53% | 38,710 | -61,639 | -61.42% | $1,436,528 |
| MORGAN STANLEY | MS | Financial Services | 1.49% | 8,550 | - | - | $1,407,074 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.33% | 4,253 | - | - | $1,251,062 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.30% | 17,000 | - | - | $1,222,810 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.06% | 4,809 | - | - | $1,001,570 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.87% | 2,500 | - | - | $822,225 |
| NVIDIA CORPORATION | NVDA | Technology | 0.83% | 4,484 | - | - | $782,010 |
| UNION PAC CORP | UNP | Industrials | 0.77% | 2,985 | - | - | $724,221 |
| STRYKER CORPORATION | SYK | Healthcare | 0.75% | 2,160 | - | - | $709,754 |
| NU HLDGS LTD | G6683N103 | Other | 0.75% | 49,324 | - | - | $708,786 |
| DOUBLEDOWN INTERACTIVE CO LT | DDI | Communication Services | 0.68% | 76,250 | - | - | $644,313 |
| MEDTRONIC PLC | MDT | Other | 0.67% | 7,313 | - | - | $633,671 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.65% | 16,271 | - | - | $615,695 |
| ABBOTT LABS | ABT | Healthcare | 0.65% | 5,918 | - | - | $607,601 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.36% | 9,100 | - | - | $334,425 |