StockDriftsStockDriftsTop 37 New Vernon Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TRV | TRAVELERS COMPANIES INC | 10.59% | 26.2K | $8.6M | +0.00%(+0) | $259.16(+40.65%) | 2026-06-30 | |
| CB | CHUBB LTD SWITZ | 7.69% | 18.4K | $6.3M | +0.00%(+0) | $220.14(+57.06%) | 2026-06-30 | |
| AON | AON PLC | 7.1% | 17.5K | $5.8M | new | $327.88(+8.53%) | 2026-06-30 | |
| WRB | BERKLEY W R CORP | 5.53% | 64.0K | $4.5M | +0.00%(+0) | $64.57(+9.20%) | 2026-06-30 | |
| AJG | GALLAGHER ARTHUR J & CO | 5.46% | 19.4K | $4.5M | +43.64%(+5.89K) | $241.76(+2.57%) | 2026-06-30 | |
| ACGL | ARCH CAP GROUP LTD | 4.94% | 41.5K | $4.0M | -27.98%(-16.14K) | $63.22(+56.14%) | 2026-06-30 | |
| RDN | RADIAN GROUP INC | 4.15% | 90.0K | $3.4M | +0.00%(+0) | $36.12(+3.16%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.97% | 8.6K | $3.2M | -21.95%(-2.42K) | $182.54(+115.70%) | 2026-06-30 | |
| HIG | HARTFORD INSURANCE GROUP INC | 3.63% | 22.4K | $3.0M | +0.00%(+0) | $114.70(+20.34%) | 2026-06-30 | |
| ORI | OLD REP INTL CORP | 3.26% | 65.1K | $2.7M | -50.00%(-65.08K) | $41.66(+2.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.83% | +43.63% | +12.61% | +81.12% |
| Top 20 Holdings Unweighted | +15.77% | +55.16% | +12.52% | +80.37% |
New Vernon Investment Management LLC reports $81.66M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are TRV (10.6%), CB (7.7%) and AON (7.1%). The top 20 holdings account for 81.04% of reported assets. Its disclosed equity book has returned +43.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from New Vernon Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1500605). View New Vernon Investment Management LLC’s 13F filings on SEC