New Vernon Investment Management LLC Top Holdings and 13F Report (2025) About New Vernon Investment Management LLCInvestment ActivityNew Vernon Investment Management LLC has $85.96 million in total holdings as of March 31, 2025.New Vernon Investment Management LLC owns shares of 35 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 21.47% of the portfolio was purchased this quarter.About 9.19% of the portfolio was sold this quarter.This quarter, New Vernon Investment Management LLC has purchased 36 new stocks and bought additional shares in 6 stocks.New Vernon Investment Management LLC sold shares of 1 stock and completely divested from 4 stocks this quarter.Largest Holdings Progressive $7,481,153W.R. Berkley $6,774,375The Hartford Insurance Group $5,663,857Equitable $5,629,579Travelers Companies $5,362,304 Largest New Holdings this Quarter 534187109 - Lincoln National $5,332,206 Holding67066G104 - NVIDIA $708,427 Holding25862B109 - DoubleDown Interactive $497,640 Holding Largest Purchases this Quarter Lincoln National 154,110 shares (about $5.33M)W.R. Berkley 46,103 shares (about $3.39M)Progressive 10,517 shares (about $2.81M)Travelers Companies 8,308 shares (about $2.22M)O'Reilly Automotive 16,800 shares (about $1.51M) Largest Sales this Quarter Arthur J. Gallagher & Co. 12,141 shares (about $3.89M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew Vernon Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPGRProgressive$7,481,153$2,806,567 ▲60.0%28,0348.7%FinanceWRBW.R. Berkley$6,774,375$3,387,188 ▲100.0%92,2067.9%FinanceHIGThe Hartford Insurance Group$5,663,8570.0%44,6436.6%FinanceEQHEquitable$5,629,579$591,855 ▲11.7%100,3496.5%FinanceTRVTravelers Companies$5,362,304$2,222,722 ▲70.8%20,0436.2%FinanceLNCLincoln National$5,332,206$5,332,206 ▲New Holding154,1106.2%FinanceAJGArthur J. Gallagher & Co.$3,886,577$3,886,577 ▼-50.0%12,1414.5%FinanceCRBGCorebridge Financial$3,805,139$1,396,180 ▲58.0%107,1874.4%FinanceMMCMarsh & McLennan Companies$3,765,1990.0%17,2214.4%FinanceACGLArch Capital Group$3,361,5660.0%36,9203.9%FinancePLMRPalomar$3,061,0910.0%19,8453.6%FinanceAVGOBroadcom$3,032,1500.0%11,0003.5%Computer and TechnologyAIGAmerican International Group$2,802,3880.0%32,7423.3%FinanceEGEverest Group$2,232,1350.0%6,5682.6%FinanceXOMExxon Mobil$2,139,8300.0%19,8502.5%EnergyMSFTMicrosoft$2,010,5310.0%4,0422.3%Computer and TechnologyBXBlackstone$1,974,6060.0%13,2012.3%FinanceORLYO'Reilly Automotive$1,622,340$1,514,184 ▲1,400.0%18,0001.9%Retail/WholesaleHAMILTON INSURANCE GROUP INC$1,597,5230.0%73,8911.9%CL BUBERUber Technologies$1,586,1000.0%17,0001.8%Computer and TechnologyIGICInternational General Insurance$1,423,5930.0%59,2671.7%FinanceGOOGAlphabet$1,277,2080.0%7,2001.5%Computer and TechnologyJPMJPMorgan Chase & Co.$1,232,9870.0%4,2531.4%FinanceMSMorgan Stanley$1,204,3530.0%8,5501.4%FinanceAMZNAmazon.com$1,055,0470.0%4,8091.2%Retail/WholesaleHDHome Depot$916,6000.0%2,5001.1%Retail/WholesaleSYKStryker$854,5610.0%2,1601.0%MedicalABTAbbott Laboratories$804,9070.0%5,9180.9%MedicalNVDANVIDIA$708,427$708,427 ▲New Holding4,4840.8%Computer and TechnologyUNPUnion Pacific$686,7890.0%2,9850.8%TransportationNUNU$676,7250.0%49,3240.8%FinanceMDTMedtronic$637,4740.0%7,3130.7%MedicalEPDEnterprise Products Partners$504,5640.0%16,2710.6%EnergyDDIDoubleDown Interactive$497,640$497,640 ▲New Holding52,0000.6%Consumer DiscretionaryFIHLFidelis Insurance$355,1770.0%21,4220.4%FinanceMETMetLife$0$2,377,628 ▼-100.0%00.0%FinanceTECKTeck Resources$0$703,099 ▼-100.0%00.0%Basic MaterialsQCOMQUALCOMM$0$541,475 ▼-100.0%00.0%Computer and TechnologyFDXFedEx$0$390,048 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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