New Vernon Investment Management’s Union Pacific UNP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$812K	Hold	2,985	–	–	0.99%	29
2026 Q1	$724K	Hold	2,985	–	–	0.77%	32
2025 Q4	$690K	Hold	2,985	–	–	0.67%	34
2025 Q3	$706K	Hold	2,985	–	–	0.66%	36
2025 Q2	$687K	Hold	2,985	–	–	0.8%	30
2025 Q1	$705K	Sell	2,985 -43,118	-94%	-$10.4M	0.94%	29
2024 Q4	$2.7M	Buy	46,103 +43,118	+1,444%	+$10.2M	3.56%	9
2024 Q3	$736K	Hold	2,985	–	–	0.79%	31
2024 Q2	$675K	Hold	2,985	–	–	0.88%	31
2024 Q1	$734K	Hold	2,985	–	–	0.62%	28
2023 Q4	$733K	Hold	2,985	–	–	0.84%	24
2023 Q3	$608K	Hold	2,985	–	–	0.93%	23
2023 Q2	$611K	Hold	2,985	–	–	0.99%	23
2023 Q1	$601K	Hold	2,985	–	–	1.24%	21
2022 Q4	$618K	Hold	2,985	–	–	0.95%	23
2022 Q3	$582K	Hold	2,985	–	–	1.19%	20
2022 Q2	$637K	Hold	2,985	–	–	1.1%	25
2022 Q1	$816K	Hold	2,985	–	–	1.14%	20
2021 Q4	$752K	Hold	2,985	–	–	1.21%	22
2021 Q3	$585K	Hold	2,985	–	–	0.99%	26
2021 Q2	$656K	Hold	2,985	–	–	1.1%	26
2021 Q1	$658K	Hold	2,985	–	–	1.09%	25
2020 Q4	$622K	Hold	2,985	–	–	1.18%	26
2020 Q3	$588K	Hold	2,985	–	–	1.32%	25
2020 Q2	$505K	Hold	2,985	–	–	1.27%	27
2020 Q1	$421K	Hold	2,985	–	–	1.1%	29
2019 Q4	$540K	Hold	2,985	–	–	1.15%	25
2019 Q3	$484K	Hold	2,985	–	–	1.01%	29
2019 Q2	$505K	Hold	2,985	–	–	1%	23
2019 Q1	$499K	Hold	2,985	–	–	1.2%	17
2018 Q4	$413K	Sell	2,985 -2,000	-40%	-$296K	1.2%	27
2018 Q3	$812K	Hold	4,985	–	–	0.96%	31
2018 Q2	$706K	Hold	4,985	–	–	0.81%	31
2018 Q1	$670K	Hold	4,985	–	–	0.8%	31
2017 Q4	$668K	Hold	4,985	–	–	0.7%	33
2017 Q3	$578K	Hold	4,985	–	–	0.64%	33
2017 Q2	$543K	Hold	4,985	–	–	0.68%	36
2017 Q1	$528K	Buy	+4,985	New	+$532K	0.69%	34
2015 Q4	–	Sell	-13,155	Closed	-$1.16M	–	58
2015 Q3	$1.16M	Hold	13,155	–	–	0.92%	41
2015 Q2	$1.25M	Sell	13,155 -1,662	-11%	-$173K	0.86%	47
2015 Q1	$1.6M	Hold	14,817	–	–	1.1%	39
2014 Q4	$1.76M	Buy	14,817 +10,117	+215%	+$1.16M	1.19%	38
2014 Q3	$510K	Sell	4,700 -500	-10%	-$51.8K	0.42%	40
2014 Q2	$519K	Buy	+5,200	New	+$504K	0.36%	47

Other funds holding UNP

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

New Vernon Investment Management held its Union Pacific (UNP) position steady in Q2 2026 at 2,985 shares worth $812K. The position accounts for 0.99% of the portfolio, ranked #29.

New Vernon Investment Management first reported a position in UNP in Q2 2014 and has held it in 44 quarters since. The position peaked at $2.7M in Q4 2024. 2,897 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

New Vernon Investment Management held 2,985 shares of Union Pacific worth $812K as of Q2 2026.
New Vernon Investment Management left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.99% of New Vernon Investment Management's portfolio in Q2 2026, its #29 holding.
New Vernon Investment Management first reported a position in Union Pacific in Q2 2014 and has held it in 44 quarters since.
New Vernon Investment Management's Union Pacific position peaked at $2.7M in Q4 2024.
2,897 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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