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NVIM

New Vernon Investment Management Portfolio holdings

AUM $94.2M
1-Year Est. Return 4.11%
This Fund
S&P 500
This Quarter Est. Return
+3.94%
1 Year Est. Return
+4.11%
3 Year Est. Return
+75.46%
5 Year Est. Return
+132.81%
10 Year Est. Return
+387.55%
AUM
$107M
AUM Growth
+$21.2M
Cap. Flow
+$17.7M
Cap. Flow %
16.55%
Top 10 Hldgs %
52.23%
Holding
42
New
7
Increased
–
Reduced
–
Closed
2

Top Buys

Rank Stock Value
1
RDN icon
Radian Group
RDN
+$6.27M
2
CB icon
Chubb
CB
+$4.88M
3
AFG icon
American Financial Group
AFG
+$3.48M
4
ORI icon
Old Republic International
ORI
+$3.34M
5
MAR icon
Marriott International
MAR
+$1.37M

Top Sells

Rank Stock Value
1
PLMR icon
Palomar
PLMR
+$3.06M
2
PLGO
Pelagos Insurance Capital
PLGO
+$355K

Sector Composition

Rank Sector Weight
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
IGIC icon
26
International General Insurance
IGIC
$1.13B
$1.37M 1.28%
59,267
– –
MS icon
27
Morgan Stanley
MS
$342B
$1.36M 1.27%
8,550
– –
JPM icon
28
JPMorgan Chase
JPM
$971B
$1.34M 1.25%
4,253
– –
MAR icon
29
Marriott International
MAR
$92.5B
$1.33M 1.24%
+5,095
New +$1.37M
AMZN icon
30
Amazon
AMZN
$2.88T
$1.06M 0.99%
4,809
– –
HD icon
31
Home Depot
HD
$342B
$1.01M 0.95%
2,500
– –
NVDA icon
32
NVIDIA
NVDA
$5.43T
$837K 0.78%
4,484
– –
SYK icon
33
Stryker
SYK
$133B
$798K 0.75%
2,160
– –
ABT icon
34
Abbott
ABT
$192B
$793K 0.74%
5,918
– –
NU icon
35
Nu Holdings
NU
$65.5B
$790K 0.74%
49,324
– –
UNP icon
36
Union Pacific
UNP
$174B
$706K 0.66%
2,985
– –
MDT icon
37
Medtronic
MDT
$116B
$696K 0.65%
7,313
– –
EPD icon
38
Enterprise Products Partners
EPD
$81.9B
$509K 0.47%
16,271
– –
NVO
39
Novo Nordisk
NVO
$203B
$505K 0.47%
+9,100
New +$533K
DDI
40
DoubleDown Interactive
DDI
$607M
$486K 0.45%
52,000
– –
PLGO
41
Pelagos Insurance Capital
PLGO
$2.08B
– –
-21,422
Closed -$355K
PLMR icon
42
Palomar
PLMR
$3.36B
– –
-19,845
Closed -$3.06M
1
2

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SSCM
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KA
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New Vernon Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, New Vernon Investment Management held 42 positions worth $107M, up 25% from $86M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

New Vernon Investment Management deployed $17.7M of net new capital in Q3 2025, opening 7 new positions. Its largest new stake was Radian Group: 180,062 shares worth $6.52M.

By sector, the portfolio is most concentrated in Financials at 78% of assets, down from 79% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the most notable exit was Palomar, an estimated $3.06M sold.

  • New Vernon Investment Management's largest Q3 2025 buy was Radian Group: 180,062 shares worth $6.52M.
  • New Vernon Investment Management fully exited Palomar in Q3 2025, selling an estimated $3.06M.
  • New Vernon Investment Management's ten largest holdings make up 52% of its $107M portfolio in Q3 2025.
  • New Vernon Investment Management opened 7 new positions and closed 2 in Q3 2025.
  • New Vernon Investment Management's portfolio value rose 25% quarter-over-quarter to $107M.

Based on New Vernon Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.