New Vernon Investment Management’s Broadcom AVGO Stock Holding History

New Vernon Investment Management’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.24M	Sell	8,585 -2,415	-22%	-$968K	3.97%	8
2026 Q1	$3.4M	Hold	11,000	–	–	3.62%	8
2025 Q4	$3.81M	Hold	11,000	–	–	3.71%	10
2025 Q3	$3.63M	Hold	11,000	–	–	3.39%	12
2025 Q2	$3.03M	Hold	11,000	–	–	3.53%	12
2025 Q1	$1.84M	Sell	11,000 -77,047	-88%	-$16.3M	2.46%	16
2024 Q4	$2.64M	Buy	88,047 +77,047	+700%	+$14.3M	3.48%	10
2024 Q3	$1.9M	Hold	11,000	–	–	2.04%	17
2024 Q2	$1.77M	Hold	11,000	–	–	2.29%	17
2024 Q1	$1.46M	Hold	11,000	–	–	1.24%	18
2023 Q4	$1.23M	Hold	11,000	–	–	1.41%	19
2023 Q3	$914K	Hold	11,000	–	–	1.4%	18
2023 Q2	$954K	Hold	11,000	–	–	1.55%	16
2023 Q1	$706K	Hold	11,000	–	–	1.45%	18
2022 Q4	$615K	Hold	11,000	–	–	0.94%	24
2022 Q3	$488K	Hold	11,000	–	–	1%	24
2022 Q2	$534K	Hold	11,000	–	–	0.92%	27
2022 Q1	$693K	Hold	11,000	–	–	0.97%	27
2021 Q4	$732K	Hold	11,000	–	–	1.17%	24
2021 Q3	$533K	Hold	11,000	–	–	0.9%	27
2021 Q2	$525K	Hold	11,000	–	–	0.88%	29
2021 Q1	$510K	Hold	11,000	–	–	0.84%	33
2020 Q4	$482K	Hold	11,000	–	–	0.92%	33
2020 Q3	$401K	Hold	11,000	–	–	0.9%	35
2020 Q2	$347K	Buy	+11,000	New	+$308K	0.87%	36

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

New Vernon Investment Management's AVGO Position: Q2 2026 in Review

New Vernon Investment Management reduced its Broadcom (AVGO) stake by 22% in Q2 2026, selling an estimated $968K and leaving 8,585 shares worth $3.24M. The position accounts for 3.97% of the portfolio, ranked #8.

New Vernon Investment Management first reported a position in AVGO in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.81M in Q4 2025. 4,864 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

New Vernon Investment Management held 8,585 shares of Broadcom worth $3.24M as of Q2 2026.
New Vernon Investment Management sold 2,415 Broadcom shares in Q2 2026, an estimated $968K.
Broadcom made up 3.97% of New Vernon Investment Management's portfolio in Q2 2026, its #8 holding.
New Vernon Investment Management first reported a position in Broadcom in Q2 2020 and has held it in 25 quarters since.
New Vernon Investment Management's Broadcom position peaked at $3.81M in Q4 2025.
4,864 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on New Vernon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.