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Q2 2026 13F · SEC CIK 1500605

New Vernon Investment Management LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$81.7M
Reported positions
37
Top holdings a year, 3 yrs
+13.4%
Assets under management
$115.5M

New Vernon Investment Management LLC is a hedge fund that reported 37 positions worth $81.7M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Travelers Companies Inc (TRV, 10.6%), Chubb Limited (CB, 7.7%), Aon PLC (AON, 7.1%). A portfolio copying its top holdings returned 13.4% a year over the last 3 years, against 20.4% for the S&P 500.

New Vernon Investment Management LLC holdings all 37 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

New Vernon Investment Management LLC 13F holdings
Stock% of 13F valueShare changeReported value
TRVTravelers Companies Inc10.6%+0.0%$8.6M
CBChubb Limited7.7%+0.0%$6.3M
AONAon PLC7.1%—$5.8M
WRBBerkley W R Corp5.5%+0.0%$4.5M
AJGGallagher Arthur J & Co5.5%+43.6%$4.5M
ACGLArch Cap Group Ltd4.9%-28.0%$4.0M
RDNRadian Group Inc4.2%+0.0%$3.4M
AVGOBroadcom Inc4.0%-22.0%$3.2M
HIGHartford Insurance Group Inc3.6%+0.0%$3.0M
ORIOld Republic International Corp3.3%-50.0%$2.7M
CRBGCorebridge Finl Inc3.2%+50.0%$2.7M
EQHEquitable Hldgs Inc3.1%+50.0%$2.5M
GOOGAlphabet Inc3.1%+0.0%$2.5M
LNCLincoln Natl Corp Ind2.7%-25.0%$2.2M
MARMarriott Intl Inc New2.3%+0.0%$1.9M
MSMorgan Stanley2.2%+0.0%$1.8M
UNMUnum Group2.2%+0.0%$1.8M
ORLYOreilly Automotive Inc2.0%+0.0%$1.7M
BXBlackstone Inc1.9%+0.0%$1.6M
IGICIntl Gnrl Insurance Hldngs L1.9%+0.0%$1.6M
MSFTMicrosoft Corp1.8%+0.0%$1.5M
TJXTjx Cos Inc New1.8%+0.0%$1.5M
PGRProgressive Corp1.7%—$1.4M
JPMJpmorgan Chase & Co1.7%+0.0%$1.4M
UBERUber Technologies Inc1.5%+0.0%$1.2M
AMZNAmazon Com Inc1.4%+0.0%$1.1M
NVDANvidia Corporation1.1%+0.0%$897K
HDHome Depot Inc1.1%+0.0%$882K
UNPUnion Pac Corp1.0%+0.0%$812K
UALUnited Airls Hldgs Inc0.9%—$750K
SYKStryker Corporation0.8%+0.0%$680K
NUNu Hldgs Ltd0.8%+0.0%$659K
EPDEnterprise Prods Partners L0.7%+0.0%$598K
ETNEaton Corp PLC0.7%—$571K
ABTAbbott Laboratories0.7%+0.0%$537K
SESea Ltd0.6%—$513K
NVONovo-Nordisk A S0.5%+0.0%$436K

What New Vernon Investment Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+4.4% /yr
S&P 500 +20.1%
3 years
+13.4% /yr
S&P 500 +20.4%
5 years
+10.6% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$81.7M37
Q1 2026$94.2M39
Q4 2025$102.7M37
Q3 2025$107.2M40
Q2 2025$86.0M35
Q1 2025$74.8M36
Q4 2024$75.7M37
Q3 2024$92.9M39
Q2 2024$77.0M39
Q1 2024$117.7M37
Q4 2023$86.8M35
Q3 2023$65.4M33

Questions about New Vernon Investment Management LLC's portfolio

What stocks does New Vernon Investment Management LLC own?

New Vernon Investment Management LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 37 positions worth $81.7M. The largest are Travelers Companies Inc (TRV) at 10.6%, Chubb Limited (CB) at 7.7%, Aon PLC (AON) at 7.1%, Berkley W R Corp (WRB) at 5.5% and Gallagher Arthur J & Co (AJG) at 5.5%.

What did New Vernon Investment Management LLC buy last quarter?

In Q2 2026, New Vernon Investment Management LLC added a new position in Aon PLC (AON), a new position in Progressive Corp (PGR), a new position in United Airls Hldgs Inc (UAL), a new position in Eaton Corp PLC (ETN), a new position in Sea Ltd (SE), Corebridge Finl Inc (CRBG) (+50.0% shares), Equitable Hldgs Inc (EQH) (+50.0% shares) and Gallagher Arthur J & Co (AJG) (+43.6% shares), compared with its Q1 2026 filing.

What did New Vernon Investment Management LLC sell last quarter?

In Q2 2026, New Vernon Investment Management LLC sold all of Select Sector Spdr Tr (XLF), sold all of Everest Group Ltd (RE), sold all of Marsh & Mclennan Cos (MRSH), sold all of Willis Towers Watson PLC Ltd (WTW), sold all of Hamilton Insurance Group Ltd (HG), Old Republic International Corp (ORI) (-50.0% shares), Arch Cap Group Ltd (ACGL) (-28.0% shares) and Lincoln Natl Corp Ind (LNC) (-25.0% shares), compared with its Q1 2026 filing.

How has New Vernon Investment Management LLC's portfolio performed?

A portfolio copying New Vernon Investment Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +4.4% against +20.1%. Over 5 years: +10.6% a year against +11.6%.

When is New Vernon Investment Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. New Vernon Investment Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does New Vernon Investment Management LLC manage?

New Vernon Investment Management LLC reported $115.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $81.7M.