New Vernon Investment Management’s Nu Holdings NU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$709K	Hold	49,324	–	–	0.75%	34
2025 Q4	$826K	Hold	49,324	–	–	0.8%	30
2025 Q3	$790K	Hold	49,324	–	–	0.74%	35
2025 Q2	$677K	Hold	49,324	–	–	0.79%	31
2025 Q1	$505K	Buy	49,324 +43,624	+765%	+$516K	0.68%	34
2024 Q4	$1.18M	Sell	5,700 -21,924	-79%	-$292K	1.57%	22
2024 Q3	$377K	Hold	27,624	–	–	0.41%	38
2024 Q2	$356K	Hold	27,624	–	–	0.46%	38
2024 Q1	$330K	Buy	+27,624	New	+$282K	0.28%	36

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

New Vernon Investment Management's NU Position: Q1 2026 in Review

New Vernon Investment Management held its Nu Holdings (NU) position steady in Q1 2026 at 49,324 shares worth $709K. The position accounts for 0.75% of the portfolio, ranked #34.

New Vernon Investment Management first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.18M in Q4 2024. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

New Vernon Investment Management held 49,324 shares of Nu Holdings worth $709K as of Q1 2026.
New Vernon Investment Management left its Nu Holdings share count unchanged in Q1 2026.
Nu Holdings made up 0.75% of New Vernon Investment Management's portfolio in Q1 2026, its #34 holding.
New Vernon Investment Management first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
New Vernon Investment Management's Nu Holdings position peaked at $1.18M in Q4 2024.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on New Vernon Investment Management's 13F filing for Q1 2026, filed 15 May 2026.