13F HOLDINGS REPORT
NEW VERNON INVESTMENT MANAGEMENT LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001213900-25-014012
Total Value
$75.7M
Positions
37
Other Managers
1
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ENTERPRISE PRODS PARTNERS L | 293792107 | 164,976 | $7.8M | 10.28% |
| 2 | FIDELIS INSURANCE HOLDINGS L | FIHL | 24,282 | $6.9M | 9.11% |
| 3 | HAMILTON INSURANCE GROUP LTD | HG | 44,643 | $4.9M | 6.45% |
| 4 | PALOMAR HLDGS INC | PLMR | 17,517 | $4.2M | 5.54% |
| 5 | LINCOLN NATL CORP IND | 534187109 | 17,221 | $3.7M | 4.83% |
| 6 | JPMORGAN CHASE & CO | VYLD | 112,729 | $3.6M | 4.72% |
| 7 | ARCH CAP GROUP LTD | G0450A105 | 36,920 | $3.4M | 4.50% |
| 8 | TECK RESOURCES LTD | TCKRF | 11,735 | $2.8M | 3.73% |
| 9 | UNION PAC CORP | UNP | 46,103 | $2.7M | 3.56% |
| 10 | BROADCOM INC | AVGO | 88,047 | $2.6M | 3.48% |
| 11 | BLACKSTONE INC | BX | 11,000 | $2.6M | 3.37% |
| 12 | MEDTRONIC PLC | MDT | 29,613 | $2.4M | 3.20% |
| 13 | AMERICAN INTL GROUP INC | 026874784 | 32,742 | $2.4M | 3.15% |
| 14 | EQUITABLE HLDGS INC | EQH-PC | 6,568 | $2.4M | 3.14% |
| 15 | BERKLEY W R CORP | WRB-PH | 13,201 | $2.3M | 3.01% |
| 16 | EVEREST GROUP LTD | EG | 19,850 | $2.1M | 2.82% |
| 17 | METLIFE INC | MET-PF | 4,042 | $1.7M | 2.25% |
| 18 | NXP SEMICONDUCTORS N V | NXPI | 1,200 | $1.4M | 1.88% |
| 19 | HOME DEPOT INC | HD | 59,267 | $1.4M | 1.86% |
| 20 | GALLAGHER ARTHUR J & CO | 363576109 | 73,891 | $1.4M | 1.86% |
| 21 | ALPHABET INC | GOOG | 7,200 | $1.4M | 1.81% |
| 22 | NU HLDGS LTD | NU | 5,700 | $1.2M | 1.57% |
| 23 | MICROSOFT CORP | MSFT | 8,550 | $1.1M | 1.42% |
| 24 | AMAZON COM INC | AMZN | 4,809 | $1.1M | 1.39% |
| 25 | INTL GNRL INSURANCE HLDNGS L | G4809J106 | 4,253 | $1.0M | 1.35% |
| 26 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 2,500 | $972,475 | 1.28% |
| 27 | STRYKER CORPORATION | SYK | 19,300 | $782,229 | 1.03% |
| 28 | QUALCOMM INC | QCOM | 2,160 | $777,708 | 1.03% |
| 29 | OREILLY AUTOMOTIVE INC | 67103H107 | 6,615 | $698,478 | 0.92% |
| 30 | TRAVELERS COMPANIES INC | TRV | 2,985 | $680,699 | 0.90% |
| 31 | ABBOTT LABS | ABLZF | 5,918 | $669,385 | 0.88% |
| 32 | MARSH & MCLENNAN COS INC | 571748102 | 7,313 | $584,162 | 0.77% |
| 33 | PROGRESSIVE CORP | 743315103 | 3,525 | $541,511 | 0.72% |
| 34 | COREBRIDGE FINL INC | 21871X109 | 16,271 | $510,259 | 0.67% |
| 35 | EXXON MOBIL CORP | XOM | 1,600 | $450,128 | 0.59% |
| 36 | FEDEX CORP | FDX | 21,422 | $388,381 | 0.51% |
| 37 | MORGAN STANLEY | MS-PQ | 27,624 | $286,185 | 0.38% |