New Vernon Investment Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), New Vernon Investment Management LLC reported 37 stock positions worth $75.7 million. Its top holding was Enterprise Products Partners (EPD) at 10.3% of the portfolio, followed by Pelagos Insurance Capital LT (PLGO, 9.1%) and Hamilton Insurance Grou Class B (HG, 6.5%). Compared with Q3 2024, it opened 2 new positions, sold out of 4, added to 14 and reduced 18. The biggest buy was Enterprise Products Partners (EPD, shares +914%) and the biggest sale Progressive (PGR, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- Highland Park, IL
- CIK
- 0001500605
- Portfolio Value
- $75.7M (Q4 2024)
- SEC Filing
- 0001213900-25-014012 ↗ filed Feb 14, 2025
Holdings Value
Holdings 37 stocks · $75.7M
| EPD Enterprise Products Partners | 10.28% | 164,976 | $7.8M | Add +913.9% |
| PLGO Pelagos Insurance Capital LT filed as FIDELIS INSURANCE HOLDINGS L | 9.11% | 24,282 | $6.9M | Reduce -15.0% |
| HG Hamilton Insurance Grou Class B | 6.45% | 44,643 | $4.9M | Reduce -54.7% |
| PLMR Palomar Holdings Inc. | 5.54% | 17,517 | $4.2M | Add +98.6% |
| LNC Lincoln National Corp. | 4.83% | 17,221 | $3.7M | Reduce -84.5% |
| JPM JPMorgan Chase & Co. | 4.72% | 112,729 | $3.6M | Add +2550.6% |
| ACGL Arch Capital Group Ltd. | 4.50% | 36,920 | $3.4M | Reduce -48.4% |
| TECK Teck Resources Ltd.-CLS B | 3.73% | 11,735 | $2.8M | Reduce -39.2% |
| UNP Union Pacific Corp. | 3.56% | 46,103 | $2.7M | Add +1444.5% |
| AVGO Broadcom Inc. | 3.48% | 88,047 | $2.6M | Add +700.4% |
| BX Blackstone Inc. | 3.37% | 11,000 | $2.6M | Reduce -16.7% |
| MDT Medtronic PLC | 3.20% | 29,613 | $2.4M | Add +304.9% |
| AIG American International Group | 3.15% | 32,742 | $2.4M | Reduce -62.5% |
| EQH Equitable Holdings Inc. | 3.15% | 6,568 | $2.4M | Reduce -92.0% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 3.01% | 13,201 | $2.3M | Reduce -78.5% |
| EG Everest Group Ltd. | 2.82% | 19,850 | $2.1M | Add +126.7% |
| MET Metlife Inc. | 2.25% | 4,042 | $1.7M | New |
| NXPI NXP Semiconductors NV | 1.88% | 1,200 | $1.4M | Reduce -79.0% |
| HD Home Depot Inc. | 1.86% | 59,267 | $1.4M | Add +2270.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.86% | 73,891 | $1.4M | Add +204.3% |
| GOOG Alphabet Inc. Class C | 1.81% | 7,200 | $1.4M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.57% | 5,700 | $1.2M | Reduce -79.4% |
| MSFT Microsoft Corp. | 1.42% | 8,550 | $1.1M | Add +111.5% |
| AMZN Amazon.com Inc. | 1.39% | 4,809 | $1.1M | No change |
| IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L | 1.35% | 4,253 | $1.0M | Reduce -94.6% |
| HIG Hartford Insurance Group Inc. | 1.28% | 2,500 | $972K | Reduce -95.8% |
| SYK Stryker Corp. | 1.03% | 19,300 | $782K | Add +793.5% |
| QCOM Qualcomm Inc. | 1.03% | 2,160 | $778K | Reduce -38.7% |
| ORLY O'reilly Automotive Inc. | 0.92% | 6,615 | $698K | Add +451.3% |
| TRV The Travelers Cos Inc. | 0.90% | 2,985 | $681K | Reduce -79.4% |
| ABT Abbott Laboratories | 0.88% | 5,918 | $669K | No change |
| MRSH Marsh & McLennan Cos | 0.77% | 7,313 | $584K | New |
| PGR Progressive Corp. | 0.72% | 3,525 | $542K | Reduce -89.9% |
| CRBG Corebridge Financial Inc. | 0.67% | 16,271 | $510K | Reduce -86.1% |
| XOM Exxon Mobil Corp. | 0.59% | 1,600 | $450K | Reduce -91.9% |
| FDX FedEx Corp. | 0.51% | 21,422 | $388K | Add +1238.9% |
| MS Morgan Stanley | 0.38% | 27,624 | $286K | Add +223.1% |
Portfolio Sells Q3 2024 → Q4 2024
| PGR Progressive Corp. | Reduce -89.9% | 0.72% | −8.86 |
| HIG Hartford Insurance Group Inc. | Reduce -95.8% | 1.28% | −6.25 |
| CB Chubb Ltd. | Sold out | 0.00% | −4.37 |
| ACGL Arch Capital Group Ltd. | Reduce -48.4% | 4.50% | −4.11 |
| RNR Renaissancere Holdings Ltd. | Sold out | 0.00% | −4.04 |
| AIG American International Group | Reduce -62.5% | 3.15% | −3.73 |
| CRBG Corebridge Financial Inc. | Reduce -86.1% | 0.67% | −3.01 |
| TRV The Travelers Cos Inc. | Reduce -79.4% | 0.90% | −2.76 |
| XOM Exxon Mobil Corp. | Reduce -91.9% | 0.59% | −1.91 |
| NMIH Nmi Holdings Inc. | Sold out | 0.00% | −1.08 |
| WRB WR Berkley Corp. | Reduce -78.5% | 3.01% | −0.75 |
| EQH Equitable Holdings Inc. | Reduce -92.0% | 3.15% | −0.59 |
| IGIC International General Insura | Reduce -94.6% | 1.35% | −0.27 |
| BOW Bowhead Specialty Holdings I | Sold out | 0.00% | −0.14 |
| QCOM Qualcomm Inc. | Reduce -38.7% | 1.03% | +0.38 |
| NXPI NXP Semiconductors NV | Reduce -79.0% | 1.88% | +0.41 |
| LNC Lincoln National Corp. | Reduce -84.5% | 4.83% | +1.06 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -79.4% | 1.57% | +1.16 |
| BX Blackstone Inc. | Reduce -16.7% | 3.37% | +1.19 |
| TECK Teck Resources Ltd.-CLS B | Reduce -39.2% | 3.73% | +2.65 |
| HG Hamilton Insurance Grou Class B | Reduce -54.7% | 6.45% | +4.40 |
| PLGO Pelagos Insurance Capital LT | Reduce -15.0% | 9.11% | +8.55 |
Portfolio Buys Q3 2024 → Q4 2024
| EPD Enterprise Products Partners | Add +913.9% | 10.28% | +9.77 |
| PLMR Palomar Holdings Inc. | Add +98.6% | 5.54% | +4.65 |
| JPM JPMorgan Chase & Co. | Add +2550.6% | 4.72% | +3.76 |
| UNP Union Pacific Corp. | Add +1444.5% | 3.56% | +2.77 |
| MDT Medtronic PLC | Add +304.9% | 3.20% | +2.49 |
| MET Metlife Inc. | New | 2.25% | +2.25 |
| AVGO Broadcom Inc. | Add +700.4% | 3.48% | +1.44 |
| MRSH Marsh & McLennan Cos | New | 0.77% | +0.77 |
| HD Home Depot Inc. | Add +2270.7% | 1.86% | +0.77 |
| SYK Stryker Corp. | Add +793.5% | 1.03% | +0.19 |
| FDX FedEx Corp. | Add +1238.9% | 0.51% | +0.04 |
| MSFT Microsoft Corp. | Add +111.5% | 1.42% | −0.45 |
| ORLY O'reilly Automotive Inc. | Add +451.3% | 0.92% | −0.56 |
| MS Morgan Stanley | Add +223.1% | 0.38% | −0.58 |
| EG Everest Group Ltd. | Add +126.7% | 2.82% | −0.86 |
| AJG Arthur J Gallagher & Co. | Add +204.3% | 1.86% | −5.50 |
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 |