New Vernon Investment Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, New Vernon Investment Management Llc disclosed 36 stock positions valued at approximately $81.66M as of quarter-end June 30, 2026. The largest holdings include TRAVELERS COMPANIES INC, CHUBB LTD SWITZ, and AON PLC.
- Report Period
- June 30, 2026
- No. of Stocks
- 36
- Portfolio Value
- $81.66M
Holdings by Sector
New Vernon Investment Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TRAVELERS COMPANIES INC | TRV | Financial Services | 10.59% | 26,189 | - | - | $8,645,513 |
| CHUBB LTD SWITZ | CB | Financial Services | 7.69% | 18,432 | - | - | $6,280,520 |
| AON PLC | AON | Financial Services | 7.10% | 17,486 | +17,486 | +100.00% | $5,799,931 |
| BERKLEY W R CORP | WRB | Financial Services | 5.53% | 64,046 | - | - | $4,517,164 |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 5.46% | 19,403 | +5,895 | +43.64% | $4,454,347 |
| ARCH CAP GROUP LTD | ACGL | Financial Services | 4.94% | 41,550 | -16,145 | -27.98% | $4,032,843 |
| RADIAN GROUP INC | RDN | Financial Services | 4.15% | 90,031 | - | - | $3,391,468 |
| BROADCOM INC | AVGO | Technology | 3.97% | 8,585 | -2,415 | -21.95% | $3,242,984 |
| HARTFORD INSURANCE GROUP INC | HIG | Financial Services | 3.63% | 22,387 | - | - | $2,966,725 |
| OLD REP INTL CORP | ORI | Financial Services | 3.26% | 65,077 | -65,077 | -50.00% | $2,662,951 |
| COREBRIDGE FINL INC | CRBG | Financial Services | 3.25% | 92,659 | +30,887 | +50.00% | $2,652,827 |
| EQUITABLE HLDGS INC | EQH | Financial Services | 3.12% | 58,065 | +19,355 | +50.00% | $2,547,892 |
| ALPHABET INC CLASS C | GOOG | Communication Services | 3.12% | 7,200 | - | - | $2,543,976 |
| LINCOLN NATL CORP IND | LNC | Financial Services | 2.73% | 63,115 | -21,039 | -25.00% | $2,231,115 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 2.31% | 5,095 | - | - | $1,888,156 |
| MORGAN STANLEY | MS | Financial Services | 2.19% | 8,550 | - | - | $1,787,292 |
| UNUM GROUP | UNM | Financial Services | 2.17% | 19,796 | - | - | $1,769,762 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 2.03% | 18,000 | - | - | $1,657,620 |
| BLACKSTONE INC | BX | Financial Services | 1.90% | 13,201 | - | - | $1,553,362 |
| MICROSOFT CORP | MSFT | Technology | 1.85% | 4,042 | - | - | $1,507,747 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.78% | 9,575 | - | - | $1,450,613 |
| PROGRESSIVE CORP | PGR | Financial Services | 1.74% | 6,502 | +6,502 | +100.00% | $1,420,362 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.70% | 4,253 | - | - | $1,392,134 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.50% | 17,000 | - | - | $1,226,720 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.40% | 4,809 | - | - | $1,146,177 |
| NVIDIA CORPORATION | NVDA | Technology | 1.10% | 4,484 | - | - | $897,204 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.08% | 2,500 | - | - | $881,700 |
| UNION PAC CORP | UNP | Industrials | 0.99% | 2,985 | - | - | $811,920 |
| UNITED AIRLS HLDGS INC | UAL | Industrials | 0.92% | 5,515 | +5,515 | +100.00% | $749,985 |
| STRYKER CORPORATION | SYK | Healthcare | 0.83% | 2,160 | - | - | $680,054 |
Showing 30 of 36 holdings in the latest reporting period.