New Vernon Investment Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), New Vernon Investment Management LLC reported 37 stock positions worth $81.7 million. Its top holding was Travelers Cos (TRV) at 10.6% of the portfolio, followed by Chubb (CB, 7.7%) and Aon Class A (AON, 7.1%). Compared with Q1 2026, it opened 5 new positions, sold out of 7, added to 3 and reduced 4. The biggest buy was a new position in Aon Class A (AON) and the biggest sale an exit from SS Financial Select Sector (XLF).
- Most Recent 13F
- Q2 2026
- Location
- Highland Park, IL
- CIK
- 0001500605
- Portfolio Value
- $81.7M (Q2 2026)
- SEC Filing
- 0001500605-26-000018 ↗ filed Aug 14, 2026
Holdings Value
Holdings 37 stocks · $81.7M
| TRV The Travelers Cos Inc. | 10.59% | 26,189 | $8.6M | No change |
| CB Chubb Ltd. | 7.69% | 18,432 | $6.3M | No change |
| AON Aon PLC Class A | 7.10% | 17,486 | $5.8M | New |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 5.53% | 64,046 | $4.5M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 5.46% | 19,403 | $4.5M | Add +43.6% |
| ACGL Arch Capital Group Ltd. | 4.94% | 41,550 | $4.0M | Reduce -28.0% |
| RDN Radian Group Inc. | 4.15% | 90,031 | $3.4M | No change |
| AVGO Broadcom Inc. | 3.97% | 8,585 | $3.2M | Reduce -21.9% |
| HIG Hartford Insurance Group Inc. | 3.63% | 22,387 | $3.0M | No change |
| ORI Old Republic Intl Corp. | 3.26% | 65,077 | $2.7M | Reduce -50.0% |
| CRBG Corebridge Financial Inc. | 3.25% | 92,659 | $2.7M | Add +50.0% |
| EQH Equitable Holdings Inc. | 3.12% | 58,065 | $2.5M | Add +50.0% |
| GOOG Alphabet Inc. Class C | 3.12% | 7,200 | $2.5M | No change |
| LNC Lincoln National Corp. | 2.73% | 63,115 | $2.2M | Reduce -25.0% |
| MAR Marriott International Class A | 2.31% | 5,095 | $1.9M | No change |
| MS Morgan Stanley | 2.19% | 8,550 | $1.8M | No change |
| UNM Unum Group | 2.17% | 19,796 | $1.8M | No change |
| ORLY O'reilly Automotive Inc. | 2.03% | 18,000 | $1.7M | No change |
| BX Blackstone Inc. | 1.90% | 13,201 | $1.6M | No change |
| IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L | 1.90% | 59,267 | $1.6M | No change |
| MSFT Microsoft Corp. | 1.85% | 4,042 | $1.5M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.78% | 9,575 | $1.5M | No change |
| PGR Progressive Corp. | 1.74% | 6,502 | $1.4M | New |
| JPM JPMorgan Chase & Co. | 1.70% | 4,253 | $1.4M | No change |
| UBER Uber Technologies Inc. | 1.50% | 17,000 | $1.2M | No change |
| AMZN Amazon.com Inc. | 1.40% | 4,809 | $1.1M | No change |
| NVDA Nvidia Corp. | 1.10% | 4,484 | $897K | No change |
| HD Home Depot Inc. | 1.08% | 2,500 | $882K | No change |
| UNP Union Pacific Corp. | 0.99% | 2,985 | $812K | No change |
| UAL United Airlines Holdings Inc. | 0.92% | 5,515 | $750K | New |
| SYK Stryker Corp. | 0.83% | 2,160 | $680K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.81% | 49,324 | $659K | No change |
| EPD Enterprise Products Partners | 0.73% | 16,271 | $598K | No change |
| ETN Eaton Corp. PLC | 0.70% | 1,340 | $571K | New |
| ABT Abbott Laboratories | 0.66% | 5,918 | $537K | No change |
| SE Sea Ltd.-ADR | 0.63% | 5,350 | $513K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.53% | 9,100 | $436K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| XLF SS Financial Select Sector | Sold out | 0.00% | −11.42 |
| EG Everest Group Ltd. | Sold out | 0.00% | −4.56 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −3.17 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −2.94 |
| HG Hamilton Insurance Grou Class B | Sold out | 0.00% | −2.34 |
| ORI Old Republic Intl Corp. | Reduce -50.0% | 3.26% | −2.25 |
| ACGL Arch Capital Group Ltd. | Reduce -28.0% | 4.94% | −0.94 |
| DDI Doubledown Interactive -ADR | Sold out | 0.00% | −0.68 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.67 |
| LNC Lincoln National Corp. | Reduce -25.0% | 2.73% | −0.44 |
| AVGO Broadcom Inc. | Reduce -21.9% | 3.97% | +0.36 |
Portfolio Buys Q1 2026 → Q2 2026
| AON Aon PLC Class A | New | 7.10% | +7.10 |
| AJG Arthur J Gallagher & Co. | Add +43.6% | 5.46% | +2.35 |
| PGR Progressive Corp. | New | 1.74% | +1.74 |
| CRBG Corebridge Financial Inc. | Add +50.0% | 3.25% | +1.68 |
| EQH Equitable Holdings Inc. | Add +50.0% | 3.12% | +1.59 |
| UAL United Airlines Holdings Inc. | New | 0.92% | +0.92 |
| ETN Eaton Corp. PLC | New | 0.70% | +0.70 |
| SE Sea Ltd.-ADR | New | 0.63% | +0.63 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $81.7M | TRV, CB, AON, WRB, AJG |
| Q1 2026 | 39 | $94.2M | XLF, TRV, CB, ACGL, ORI |
| Q4 2025 | 37 | $102.7M | TRV, LNC, RDN, MRSH, WTW |
| Q3 2025 | 40 | $107.2M | WRB, PGR, RDN, LNC, HIG |
| Q2 2025 | 35 | $86.0M | PGR, WRB, HIG, EQH, TRV |
| Q1 2025 | 36 | $74.8M | AJG, HIG, PGR, EQH, MRSH |
| Q4 2024 | 37 | $75.7M | EPD, PLGO, HG, PLMR, LNC |
| Q3 2024 | 39 | $92.9M | PGR, ACGL, HIG, AJG, AIG |
| Q2 2024 | 39 | $77.0M | ACGL, PGR, CRBG, HIG, PRU |
| Q1 2024 | 37 | $117.7M | ACGL, PGR, HIG, PRU, CRBG |