New Vernon Investment Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $84.2 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Progressive Corp with a value of $7.48M, Berkley W R Corp with a value of $6.77M, Hartford Financial Services Group, Inc. with a value of $5.66M, Equitable Holdings, Inc. with a value of $5.63M, and Travelers Companies, Inc. with a value of $5.36M.

Examining the 13F form we can see an increase of $11.3M in the current position value, from $72.9M to 84.2M.

New Vernon Investment Management LLC is based out at Highland Park, IL

Below you can find more details about New Vernon Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $84.2 Million
Financial Services: $65.9 Million
Technology: $7.34 Million
Consumer Cyclical: $3.59 Million
Energy: $2.64 Million
Healthcare: $2.3 Million
Communication Services: $1.77 Million
Industrials: $686,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $84.2 Million
  • Prior Value $72.9 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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