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New Vernon Capital Holdings II’s Maximus MMS Stock Holding History

New Vernon Capital Holdings II’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-195,364
Closed -$2.87M – 82
2025
Q1 		$2.87M Buy
195,364
+192,499
+6,719% +$13.7M 0.07% 52
2024
Q4 		$214K Buy
+2,865
New +$234K 0.15% 47

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

New Vernon Capital Holdings II's MMS Position: Q2 2025 in Review

New Vernon Capital Holdings II sold out of Maximus (MMS) in Q2 2025, closing a stake of 195,364 shares — an estimated $2.87M sold.

New Vernon Capital Holdings II first reported a position in MMS in Q4 2024 and held it in 2 quarters. The position peaked at $2.87M in Q1 2025. 378 funds tracked by Wall St. Rank hold MMS as of Q2 2025.

  • New Vernon Capital Holdings II reported no remaining Maximus position as of Q2 2025 after selling out during the quarter.
  • New Vernon Capital Holdings II sold 195,364 Maximus shares in Q2 2025, an estimated $2.87M.
  • New Vernon Capital Holdings II first reported a position in Maximus in Q4 2024 and held it in 2 quarters.
  • New Vernon Capital Holdings II's Maximus position peaked at $2.87M in Q1 2025.
  • 378 funds tracked by Wall St. Rank held Maximus as of Q2 2025.

Based on New Vernon Capital Holdings II's 13F filing for Q2 2025, filed 14 Aug 2025.