New Vernon Investment Management LLC Portfolio Holdings

New Vernon Investment Management LLC

  • $105 Million
  • Q3 2025

New Vernon Investment Management LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $105 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkley W R Corp with a value of $7.06M, Progressive Corp with a value of $6.92M, Radian Group Inc with a value of $6.52M, Lincoln National Corp with a value of $6.22M, and Hartford Financial Services Group, Inc. with a value of $5.95M.

Examining the 13F form we can see an increase of $21.2M in the current position value, from $84.2M to 105M.

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 $105 Million
Financial Services: $82 Million
Technology: $8.22 Million
Consumer Cyclical: $6.72 Million
Healthcare: $2.79 Million
Energy: $2.75 Million
Communication Services: $2.24 Million
Industrials: $705,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.5B
$7.06 Million 6.7% of portfolio
92,206
Q2 2025 Added 100.0%
$132B
$6.92 Million 6.57% of portfolio
28,034
Q2 2025 Added 60.04%
$5.7B
$6.52 Million 6.19% of portfolio
180,062
Q3 2025 New
$6.99B
$6.22 Million 5.89% of portfolio
154,110
Q2 2025 New
$42.6B
$5.95 Million 5.65% of portfolio
44,643
Q1 2025 Added 1,685.72%
$67.3B
$5.6 Million 5.31% of portfolio
20,043
Q2 2025 Added 70.8%
$16.8B
$5.1 Million 4.83% of portfolio
100,349
Q2 2025 Added 11.75%
$123B
$5.01 Million 4.75% of portfolio
17,735
Q3 2025 New
$12.1B
$3.82 Million 3.63% of portfolio
26,240
Q3 2025 New
$54.4B
$3.76 Million 3.57% of portfolio
12,141
Q2 2025 Reduced 50.0%
$13.7B
$3.68 Million 3.49% of portfolio
86,695
Q3 2025 New
$139B
$3.63 Million 3.44% of portfolio
11,000
Q1 2025 Reduced 87.51%
$89.7B
$3.47 Million 3.29% of portfolio
17,221
Q1 2025 Added 135.48%
$18.8B
$3.44 Million 3.26% of portfolio
107,187
Q2 2025 Added 57.96%
$34.2B
$3.35 Million 3.18% of portfolio
36,920
Q4 2024 Reduced 48.39%
$59.1B
$2.57 Million 2.44% of portfolio
32,742
Q4 2024 Reduced 62.5%
$98.1B
$2.26 Million 2.14% of portfolio
13,201
Q1 2025 Added 20.01%
$490B
$2.24 Million 2.12% of portfolio
19,850
Q1 2025 Added 1,140.63%
$3.78T
$2.09 Million 1.99% of portfolio
4,042
Q1 2025 Reduced 52.73%
$6.2B
$1.94 Million 1.84% of portfolio
18,000
Q2 2025 Added 1,400.0%
$1.74T
$1.75 Million 1.66% of portfolio
7,200
Q3 2022 Added 1,900.0%
$181B
$1.67 Million 1.58% of portfolio
17,000
Q1 2025 New
$170B
$1.38 Million 1.31% of portfolio
9,575
Q3 2025 New
$1.16B
$1.37 Million 1.3% of portfolio
59,267
Q1 2025 Added 1,293.53%
$270B
$1.36 Million 1.29% of portfolio
8,550
Q1 2025 Reduced 69.05%
$881B
$1.34 Million 1.27% of portfolio
4,253
Q1 2025 Reduced 96.23%
$92.7B
$1.33 Million 1.26% of portfolio
5,095
Q3 2025 New
$2.39T
$1.06 Million 1.0% of portfolio
4,809
Q4 2023 New
$367B
$1.01 Million 0.96% of portfolio
2,500
Q1 2025 Reduced 95.78%
$465B
$836,000 0.79% of portfolio
4,484
Q2 2025 New
$136B
$798,000 0.76% of portfolio
2,160
Q1 2025 Reduced 88.81%
$56.3B
$789,000 0.75% of portfolio
49,324
Q1 2025 Added 765.33%
$228B
$792,000 0.75% of portfolio
5,918
Q4 2018 Reduced 55.56%
$136B
$705,000 0.67% of portfolio
2,985
Q1 2025 Reduced 93.53%
$128B
$696,000 0.66% of portfolio
7,313
Q1 2025 Reduced 75.3%
$109B
$504,000 0.48% of portfolio
9,100
Q3 2025 New
$70.2B
$508,000 0.48% of portfolio
16,271
Q1 2025 Reduced 90.14%
$442M
$485,000 0.46% of portfolio
52,000
Q2 2025 New
Hamilton Insurance Group LTD
-
$0 0.0% of portfolio
-
Q1 2025 Added 65.52%

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $105 Million
  • Prior Value $84.2 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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