New Vernon Investment Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VCM
VPM
New Vernon Investment Management's UNP Position: Q1 2026 in Review
New Vernon Investment Management held its Union Pacific (UNP) position steady in Q1 2026 at 2,985 shares worth $724K. The position accounts for 0.77% of the portfolio, ranked #32.
New Vernon Investment Management first reported a position in UNP in Q2 2014 and has held it in 43 quarters since. The position peaked at $2.7M in Q4 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.
- New Vernon Investment Management held 2,985 shares of Union Pacific worth $724K as of Q1 2026.
- New Vernon Investment Management left its Union Pacific share count unchanged in Q1 2026.
- Union Pacific made up 0.77% of New Vernon Investment Management's portfolio in Q1 2026, its #32 holding.
- New Vernon Investment Management first reported a position in Union Pacific in Q2 2014 and has held it in 43 quarters since.
- New Vernon Investment Management's Union Pacific position peaked at $2.7M in Q4 2024.
- 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.
Based on New Vernon Investment Management's 13F filing for Q1 2026, filed 15 May 2026.