NVIM

New Vernon Investment Management Portfolio holdings

AUM $107M
1-Year Est. Return 21.24%
This Quarter Est. Return
1 Year Est. Return
+21.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1 +$6.52M
2 +$5.01M
3 +$3.82M
4
ORI icon
Old Republic International
ORI
+$3.68M
5
TJX icon
TJX Companies
TJX
+$1.38M

Top Sells

1 +$3.06M
2 +$355K

Sector Composition

1 Financials 78.13%
2 Technology 7.68%
3 Consumer Discretionary 6.27%
4 Healthcare 2.61%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WRB icon
1
W.R. Berkley
WRB
$27.2B
$7.06M 6.59%
92,206
PGR icon
2
Progressive
PGR
$133B
$6.92M 6.46%
28,034
RDN icon
3
Radian Group
RDN
$4.8B
$6.52M 6.09%
+180,062
LNC icon
4
Lincoln National
LNC
$7.96B
$6.22M 5.8%
154,110
HIG icon
5
Hartford Financial Services
HIG
$37.1B
$5.95M 5.56%
44,643
TRV icon
6
Travelers Companies
TRV
$63.4B
$5.6M 5.22%
20,043
EQH icon
7
Equitable Holdings
EQH
$13.1B
$5.1M 4.76%
100,349
CB icon
8
Chubb
CB
$116B
$5.01M 4.67%
+17,735
AFG icon
9
American Financial Group
AFG
$11B
$3.82M 3.57%
+26,240
AJG icon
10
Arthur J. Gallagher & Co
AJG
$63B
$3.76M 3.51%
12,141
ORI icon
11
Old Republic International
ORI
$10.9B
$3.68M 3.44%
+86,695
AVGO icon
12
Broadcom
AVGO
$1.8T
$3.63M 3.39%
11,000
MMC icon
13
Marsh & McLennan
MMC
$90.1B
$3.47M 3.24%
17,221
CRBG icon
14
Corebridge Financial
CRBG
$14.9B
$3.44M 3.21%
107,187
ACGL icon
15
Arch Capital
ACGL
$33.6B
$3.35M 3.13%
36,920
AIG icon
16
American International
AIG
$41.6B
$2.57M 2.4%
32,742
EG icon
17
Everest Group
EG
$13.2B
$2.3M 2.15%
6,568
BX icon
18
Blackstone
BX
$117B
$2.26M 2.1%
13,201
XOM icon
19
Exxon Mobil
XOM
$497B
$2.24M 2.09%
19,850
MSFT icon
20
Microsoft
MSFT
$3.55T
$2.09M 1.95%
4,042
ORLY icon
21
O'Reilly Automotive
ORLY
$83.2B
$1.94M 1.81%
18,000
HG icon
22
Hamilton Insurance Group
HG
$2.58B
$1.83M 1.71%
73,891
GOOG icon
23
Alphabet (Google) Class C
GOOG
$3.87T
$1.75M 1.64%
7,200
UBER icon
24
Uber
UBER
$188B
$1.67M 1.55%
17,000
TJX icon
25
TJX Companies
TJX
$167B
$1.38M 1.29%
+9,575