13F HOLDINGS REPORT
NEW VERNON INVESTMENT MANAGEMENT LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001500605-25-000007
Total Value
$86.0M
Positions
35
Other Managers
1
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 28,034 | $7.5M | 8.70% |
| 2 | BERKLEY W.R. CORP | WRB-PH | 92,206 | $6.8M | 7.88% |
| 3 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 44,643 | $5.7M | 6.59% |
| 4 | EQUITABLE HLDGS INC | EQH-PC | 100,349 | $5.6M | 6.55% |
| 5 | TRAVELERS COMPANIES INC | TRV | 20,043 | $5.4M | 6.24% |
| 6 | LINCOLN NATL CORP INC | 534187109 | 154,110 | $5.3M | 6.20% |
| 7 | GALLAGHER ARTHUR J & CO | 363576109 | 12,141 | $3.9M | 4.52% |
| 8 | COREBRIDGE FINL INC | 21871X109 | 107,187 | $3.8M | 4.43% |
| 9 | MARSH & MCLENNAN COS INC | 571748102 | 17,221 | $3.8M | 4.38% |
| 10 | ARCH CAP GROUP LTD | G0450A105 | 36,920 | $3.4M | 3.91% |
| 11 | PALOMAR HLDGS INC | PLMR | 19,845 | $3.1M | 3.56% |
| 12 | BROADCOM INC | AVGO | 11,000 | $3.0M | 3.53% |
| 13 | AMERICAN INTL GROUP | 026874784 | 32,742 | $2.8M | 3.26% |
| 14 | EVEREST GROUP LTD | EG | 6,568 | $2.2M | 2.60% |
| 15 | EXXON MOBIL CORP | XOM | 19,850 | $2.1M | 2.49% |
| 16 | MICROSOFT CORP | MSFT | 4,042 | $2.0M | 2.34% |
| 17 | BLACKSTONE INC | BX | 13,201 | $2.0M | 2.30% |
| 18 | OREILLY AUTOMOTIVE INC | 67103H107 | 18,000 | $1.6M | 1.89% |
| 19 | HAMILTON INSURANCE GROUP INC | HG | 73,891 | $1.6M | 1.86% |
| 20 | UBER TECHNOLOGIES INC | UBER | 17,000 | $1.6M | 1.85% |
| 21 | INTL GNRL INSURANCE HLDNGS L | G4809J106 | 59,267 | $1.4M | 1.66% |
| 22 | ALPHABET INC | GOOG | 7,200 | $1.3M | 1.49% |
| 23 | JPMORGAN CHASE & CO | VYLD | 4,253 | $1.2M | 1.43% |
| 24 | MORGAN STANLEY | MS-PQ | 8,550 | $1.2M | 1.40% |
| 25 | AMAZON COM INC | AMZN | 4,809 | $1.1M | 1.23% |
| 26 | HOME DEPOT INC | HD | 2,500 | $916,600 | 1.07% |
| 27 | STRYKER CORP | SYK | 2,160 | $854,561 | 0.99% |
| 28 | ABBOTT LABS | ABLZF | 5,918 | $804,907 | 0.94% |
| 29 | NVIDIA CORPORATION | NVDA | 4,484 | $708,427 | 0.82% |
| 30 | UNION PACIFIC CP | UNP | 2,985 | $686,789 | 0.80% |
| 31 | NU HLDGS LTD | NU | 49,324 | $676,725 | 0.79% |
| 32 | MEDTRONIC INC | MDT | 7,313 | $637,474 | 0.74% |
| 33 | ENTERPRISE PRODS PARTNERS L | 293792107 | 16,271 | $504,564 | 0.59% |
| 34 | DOUBLEDOWN INTERACTIVE CO LT | DDI | 52,000 | $497,640 | 0.58% |
| 35 | FIDELIS INSURANCE HOLDINGS L | FIHL | 21,422 | $355,177 | 0.41% |