13F HOLDINGS REPORT
NEW VERNON INVESTMENT MANAGEMENT LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001213900-24-098156
Total Value
$92.9M
Positions
39
Other Managers
1
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 35,046 | $8.9M | 9.57% |
| 2 | ARCH CAP GROUP LTD | G0450A105 | 71,542 | $8.0M | 8.62% |
| 3 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 59,524 | $7.0M | 7.54% |
| 4 | GALLAGHER ARTHUR J & CO | 363576109 | 24,282 | $6.8M | 7.35% |
| 5 | AMERICAN INTL GROUP INC | 026874784 | 87,312 | $6.4M | 6.88% |
| 6 | CHUBB LIMITED | CB | 14,071 | $4.1M | 4.37% |
| 7 | RENAISSANCERE HLDGS LTD | RNR-PG | 13,763 | $3.7M | 4.04% |
| 8 | LINCOLN NATL CORP IND | 534187109 | 111,338 | $3.5M | 3.78% |
| 9 | BERKLEY W R CORP | WRB-PH | 61,470 | $3.5M | 3.75% |
| 10 | EQUITABLE HLDGS INC | EQH-PC | 82,488 | $3.5M | 3.73% |
| 11 | COREBRIDGE FINL INC | 21871X109 | 117,396 | $3.4M | 3.68% |
| 12 | EVEREST GROUP LTD | EG | 8,757 | $3.4M | 3.68% |
| 13 | TRAVELERS COMPANIES INC | TRV | 14,505 | $3.4M | 3.66% |
| 14 | EXXON MOBIL CORP | XOM | 19,850 | $2.3M | 2.50% |
| 15 | BLACKSTONE INC | BX | 13,201 | $2.0M | 2.18% |
| 16 | HAMILTON INSURANCE GROUP LTD | HG | 98,522 | $1.9M | 2.05% |
| 17 | BROADCOM INC | AVGO | 11,000 | $1.9M | 2.04% |
| 18 | MICROSOFT CORP | MSFT | 4,042 | $1.7M | 1.87% |
| 19 | INTL GNRL INSURANCE HLDNGS L | G4809J106 | 79,023 | $1.5M | 1.62% |
| 20 | OREILLY AUTOMOTIVE INC | 67103H107 | 1,200 | $1.4M | 1.49% |
| 21 | NXP SEMICONDUCTORS N V | NXPI | 5,700 | $1.4M | 1.47% |
| 22 | ALPHABET INC | GOOG | 7,200 | $1.2M | 1.30% |
| 23 | HOME DEPOT INC | HD | 2,500 | $1.0M | 1.09% |
| 24 | TECK RESOURCES LTD | TCKRF | 19,300 | $1.0M | 1.09% |
| 25 | NMI HOLDINGS INC | NMIH | 24,296 | $1.0M | 1.08% |
| 26 | JPMORGAN CHASE & CO | VYLD | 4,253 | $896,788 | 0.97% |
| 27 | AMAZON COM INC | AMZN | 4,809 | $896,061 | 0.96% |
| 28 | MORGAN STANLEY | MS-PQ | 8,550 | $891,252 | 0.96% |
| 29 | PALOMAR HLDGS INC | PLMR | 8,820 | $834,989 | 0.90% |
| 30 | STRYKER CORPORATION | SYK | 2,160 | $780,322 | 0.84% |
| 31 | UNION PAC CORP | UNP | 2,985 | $735,743 | 0.79% |
| 32 | ABBOTT LABS | ABLZF | 5,918 | $674,711 | 0.73% |
| 33 | MEDTRONIC PLC | MDT | 7,313 | $658,389 | 0.71% |
| 34 | QUALCOMM INC | QCOM | 3,525 | $599,426 | 0.65% |
| 35 | FIDELIS INSURANCE HOLDINGS L | FIHL | 28,563 | $515,848 | 0.56% |
| 36 | ENTERPRISE PRODS PARTNERS L | 293792107 | 16,271 | $473,649 | 0.51% |
| 37 | FEDEX CORP | FDX | 1,600 | $437,888 | 0.47% |
| 38 | NU HLDGS LTD | NU | 27,624 | $377,068 | 0.41% |
| 39 | BOWHEAD SPECIALTY HLDGS INC | BOW | 4,550 | $127,446 | 0.14% |