New Vernon Investment Management Llc Portfolio Shifts in Q2 2026: Major Sales & New Purchases

As part of its investment strategy for New Vernon Investment Management Llc, the firm recently made notable changes to its holdings across various sectors. This analysis focuses on observable activity this quarter based on disclosed data.

The most significant action appears to be the sale of shares in OLD REP INTL CORP (ORI). The position was completely liquidated, representing a -100% change from the previous quarter. This exit removes ORI entirely from the portfolio.

Conversely, New Vernon Investment Management Llc has shown strong buying interest in several stocks this period:

• AON PLC (AON): A new position was established, marking a significant increase (+100%) from the prior quarter.
• COREBRIDGE FINL INC (CRBG): Shares increased dramatically by +50% during this period, indicating a substantial purchase.
• EQUITABLE HLDGS INC (EQH): A new position was created with an increase of +50%, suggesting the firm initiated this investment.
• PROGRESSIVE CORP (PGR): Shares increased by +100% from the prior quarter, indicating a new purchase position was opened.
• UNITED AIRLS HLDGS INC (UAL): A completely new position in United Air Lines Holdings Inc. was established this quarter.

Additionally, the firm made notable changes to other holdings:

• ARCH CAP GROUP LTD (G0450A105): The position was reduced by approximately -28%.
• LINCOLN NATL CORP IND (LNC): Shares decreased by -25%, indicating a significant reduction in this holding.

These changes occurred alongside other activities:

• TRAVELERS COMPANIES INC (TRV): Holdings remained unchanged.
• CHUBB LTD SWITZ (CB): Holdings remained stable.
• GALLAGHER ARTHUR J & CO (AJG): Holdings increased by +43.64%.

Overall, the portfolio's allocation has shifted:

• The sale of ORI (-50%) reduces the firm's exposure to this stock significantly.
• New positions in AON, CRBG, EQH, PGR, and UAL expand diversification into different areas.

For further details on these holdings or the investment strategy of New Vernon Investment Management Llc, please visit their profile at InsiderSet.