New Vernon Investment Management
New Vernon Investment Management reported 37 stocks worth $81.7M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TRV (10.6%), CB (7.7%) and AON (7.1%). Compared with Q1 2026, the fund opened new positions in AON, PGR and UAL, added to AJG, CRBG and EQH, trimmed ACGL, AVGO and ORI and sold out of XLF, EG and MRSH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TRV Travelers Cos Inc | $8.6M | 10.6% | 26K | No change | 8 of 8 | |
| 2 |  CB Chubb Ltd F | $6.3M | 7.7% | 18K | No change | 4 of 8 | |
| 3 |  AON Aon PLC | $5.8M | 7.1% | 17K | New position | 1 of 8 | |
| 4 |  WRB Berkley W R | $4.5M | 5.5% | 64K | No change | 7 of 8 | |
| 5 |  AJG Gallagher Arthur J & Co | $4.5M | 5.5% | 19K | +5,895 (+44%) | 7 of 8 | |
| 6 |  ACGL Arch Cap Group Ltd | $4M | 4.9% | 42K | −16K (−28%) | 8 of 8 | |
| 7 |  RDN Radian Group Inc | $3.4M | 4.2% | 90K | No change | 4 of 8 | |
| 8 |  AVGO Broadcom Inc | $3.2M | 4.0% | 8,585 | −2,415 (−22%) | 8 of 8 | |
| 9 |  HIG Hartford Insurance Group Inc | $3M | 3.6% | 22K | No change | 8 of 8 | |
| 10 |  ORI Old Rep Intl Corp | $2.7M | 3.3% | 65K | −65K (−50%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XLF Select Sector Spdr TR | $10.8M | 218K |
 EG Everest Group Ltd | $4.3M | 13K |
 MRSH Marsh & Mclennan Cos Inc | $3M | 17K |
 WTW Willis Towers Watson PLC Ltd | $2.8M | 9,533 |
 HG Hamilton Insurance Group Ltd | $2.2M | 74K |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →New Vernon Investment Management 13F FAQ
What does New Vernon Investment Management own?
New Vernon Investment Management reported 37 stocks worth $81.7M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TRV (10.6%), CB (7.7%) and AON (7.1%). The table above lists every position in the filing (the top 10 without an account).
What did New Vernon Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 3 added to, 4 trimmed and 7 sold out. New positions include AON, PGR and UAL. It sold all of XLF, EG and MRSH.
When will New Vernon Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is New Vernon Investment Management's portfolio worth?
The Q2 2026 filing reports $81.7M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.