13F HOLDINGS REPORT
NEW VERNON INVESTMENT MANAGEMENT LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001500605-25-000014
Total Value
$107.2M
Positions
40
Other Managers
1
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKLEY W R CORP | WRB-PH | 92,206 | $7.1M | 6.59% |
| 2 | PROGRESSIVE CORP | 743315103 | 28,034 | $6.9M | 6.46% |
| 3 | RADIAN GROUP INC | RDN | 180,062 | $6.5M | 6.09% |
| 4 | LINCOLN NATL CORP IND | 534187109 | 154,110 | $6.2M | 5.80% |
| 5 | HARTFORD INSURANCE GROUP INC | HIG-PG | 44,643 | $6.0M | 5.56% |
| 6 | TRAVELERS COMPANIES INC | TRV | 20,043 | $5.6M | 5.22% |
| 7 | EQUITABLE HLDGS INC | EQH-PC | 100,349 | $5.1M | 4.76% |
| 8 | CHUBB LIMITED | CB | 17,735 | $5.0M | 4.67% |
| 9 | AMERICAN FINL GROUP INC OHIO | 025932104 | 26,240 | $3.8M | 3.57% |
| 10 | GALLAGHER ARTHUR J & CO | 363576109 | 12,141 | $3.8M | 3.51% |
| 11 | OLD REP INTL CORP | 680223104 | 86,695 | $3.7M | 3.44% |
| 12 | BROADCOM INC | AVGO | 11,000 | $3.6M | 3.39% |
| 13 | MARSH & MCLENNAN COS INC | 571748102 | 17,221 | $3.5M | 3.24% |
| 14 | COREBRIDGE FINL INC | 21871X109 | 107,187 | $3.4M | 3.21% |
| 15 | ARCH CAP GROUP LTD | G0450A105 | 36,920 | $3.3M | 3.13% |
| 16 | AMERICAN INTL GROUP INC | 026874784 | 32,742 | $2.6M | 2.40% |
| 17 | EVEREST GROUP LTD | EG | 6,568 | $2.3M | 2.15% |
| 18 | BLACKSTONE INC | BX | 13,201 | $2.3M | 2.10% |
| 19 | EXXON MOBIL CORP | XOM | 19,850 | $2.2M | 2.09% |
| 20 | MICROSOFT CORP | MSFT | 4,042 | $2.1M | 1.95% |
| 21 | OREILLY AUTOMOTIVE INC | 67103H107 | 18,000 | $1.9M | 1.81% |
| 22 | HAMILTON INSURANCE GROUP LTD | HG | 73,891 | $1.8M | 1.71% |
| 23 | ALPHABET INC CLASS C | GOOG | 7,200 | $1.8M | 1.64% |
| 24 | UBER TECHNOLOGIES INC | UBER | 17,000 | $1.7M | 1.55% |
| 25 | TJX COS INC NEW | 872540109 | 9,575 | $1.4M | 1.29% |
| 26 | INTL GNRL INSURANCE HLDNGS L | G4809J106 | 59,267 | $1.4M | 1.28% |
| 27 | MORGAN STANLEY | MS-PQ | 8,550 | $1.4M | 1.27% |
| 28 | JPMORGAN CHASE & CO | VYLD | 4,253 | $1.3M | 1.25% |
| 29 | MARRIOTT INTL INC NEW | 571903202 | 5,095 | $1.3M | 1.24% |
| 30 | AMAZON COM INC | AMZN | 4,809 | $1.1M | 0.99% |
| 31 | HOME DEPOT INC | HD | 2,500 | $1.0M | 0.95% |
| 32 | NVIDIA CORPORATION | NVDA | 4,484 | $836,625 | 0.78% |
| 33 | STRYKER CORPORATION | SYK | 2,160 | $798,487 | 0.75% |
| 34 | ABBOTT LABS | ABLZF | 5,918 | $792,657 | 0.74% |
| 35 | NU HLDGS LTD | NU | 49,324 | $789,677 | 0.74% |
| 36 | UNION PAC CORP | UNP | 2,985 | $705,564 | 0.66% |
| 37 | MEDTRONIC PLC | MDT | 7,313 | $696,490 | 0.65% |
| 38 | ENTERPRISE PRODS PARTNERS L | 293792107 | 16,271 | $508,794 | 0.47% |
| 39 | NOVO-NORDISK A S | NONOF | 9,100 | $504,959 | 0.47% |
| 40 | DOUBLEDOWN INTERACTIVE CO LT | DDI | 52,000 | $485,680 | 0.45% |