New Vernon Investment Management LLC Top Holdings and 13F Report (2025) About New Vernon Investment Management LLCInvestment ActivityNew Vernon Investment Management LLC has $74.76 million in total holdings as of March 31, 2025.New Vernon Investment Management LLC owns shares of 36 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 41.85% of the portfolio was purchased this quarter.About 170.62% of the portfolio was sold this quarter.This quarter, New Vernon Investment Management LLC has purchased 37 new stocks and bought additional shares in 16 stocks.New Vernon Investment Management LLC sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings Arthur J. Gallagher & Co. $8,383,118The Hartford Financial Services Group $5,523,678Progressive $4,957,486Equitable $4,677,630Marsh & McLennan Companies $4,202,441 Largest New Holdings this Quarter 90353T100 - Uber Technologies $1,238,620 Holding Largest Purchases this Quarter The Hartford Financial Services Group 42,143 shares (about $5.21M)Equitable 83,231 shares (about $4.34M)Progressive 13,992 shares (about $3.96M)Marsh & McLennan Companies 9,908 shares (about $2.42M)W. R. Berkley 32,902 shares (about $2.34M) Largest Sales this Quarter JPMorgan Chase & Co. 108,476 shares (about $26.61M)Home Depot 56,767 shares (about $20.80M)Arthur J. Gallagher & Co. 49,609 shares (about $17.13M)Broadcom 77,047 shares (about $12.90M)Union Pacific 43,118 shares (about $10.19M) 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 PortfolioSectorAJGArthur J. Gallagher & Co.$8,383,118$17,127,012 ▼-67.1%24,28211.2%FinanceHIGThe Hartford Financial Services Group$5,523,678$5,214,353 ▲1,685.7%44,6437.4%FinancePGRProgressive$4,957,486$3,959,876 ▲396.9%17,5176.6%FinanceEQHEquitable$4,677,630$4,335,503 ▲1,267.2%89,7996.3%FinanceMMCMarsh & McLennan Companies$4,202,441$2,417,849 ▲135.5%17,2215.6%FinanceACGLArch Capital Group$3,550,9660.0%36,9204.8%FinanceWRBW. R. Berkley$3,280,689$2,341,306 ▲249.2%46,1034.4%FinanceTRVTravelers Companies$3,103,438$2,314,025 ▲293.1%11,7354.2%FinanceAIGAmerican International Group$2,846,5890.0%32,7423.8%FinancePLMRPalomar$2,720,353$319,122 ▲13.3%19,8453.6%FinanceEGEverest Group$2,386,351$4,825,748 ▼-66.9%6,5683.2%FinanceMETMetLife$2,377,628$2,053,096 ▲632.6%29,6133.2%FinanceXOMExxon Mobil$2,360,761$2,170,473 ▲1,140.6%19,8503.2%EnergyCRBGCorebridge Financial$2,142,277$1,628,602 ▲317.0%67,8582.9%FinanceBXBlackstone$1,845,236$307,656 ▲20.0%13,2012.5%FinanceAVGOBroadcom$1,841,730$12,899,979 ▼-87.5%11,0002.5%Computer and TechnologyORLYO'Reilly Automotive$1,719,096$7,757,421 ▼-81.9%1,2002.3%Retail/WholesaleIGICInternational General Insurance$1,559,315$1,447,419 ▲1,293.5%59,2672.1%FinanceHAMILTON INSURANCE GROUP INC$1,531,760$606,311 ▲65.5%73,8912.0%CL BMSFTMicrosoft$1,517,326$1,692,258 ▼-52.7%4,0422.0%Computer and TechnologyUBERUber Technologies$1,238,620$1,238,620 ▲New Holding17,0001.7%Computer and TechnologyGOOGAlphabet$1,124,8560.0%7,2001.5%Computer and TechnologyJPMJPMorgan Chase & Co.$1,043,261$26,609,165 ▼-96.2%4,2531.4%FinanceMSMorgan Stanley$997,529$2,225,365 ▼-69.0%8,5501.3%FinanceHDHome Depot$916,225$20,804,538 ▼-95.8%2,5001.2%Retail/WholesaleAMZNAmazon.com$914,9600.0%4,8091.2%Retail/WholesaleSYKStryker$804,060$6,380,365 ▼-88.8%2,1601.1%MedicalABTAbbott Laboratories$785,0230.0%5,9181.1%MedicalUNPUnion Pacific$705,176$10,186,191 ▼-93.5%2,9850.9%TransportationTECKTeck Resources$703,099$275,593 ▲64.5%19,3000.9%Basic MaterialsMDTMedtronic$657,146$2,003,877 ▼-75.3%7,3130.9%MedicalEPDEnterprise Products Partners$555,492$5,076,789 ▼-90.1%16,2710.7%EnergyQCOMQUALCOMM$541,475$209,678 ▲63.2%3,5250.7%Computer and TechnologyNUNU$505,078$446,710 ▲765.3%49,3240.7%FinanceFDXFedEx$390,048$4,832,207 ▼-92.5%1,6000.5%TransportationFIHLFidelis Insurance$347,036$46,332 ▼-11.8%21,4220.5%FinanceLNCLincoln National$0$3,657,913 ▼-100.0%00.0%FinanceNXPINXP Semiconductors$0$1,422,960 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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