13F HOLDINGS REPORT
NEW VERNON INVESTMENT MANAGEMENT LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001512538-25-000004
Total Value
$74.8M
Positions
36
Other Managers
1
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GALLAGHER ARTHUR J & CO | 363576109 | 24,282 | $8.4M | 11.21% |
| 2 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 44,643 | $5.5M | 7.39% |
| 3 | PROGRESSIVE CORP | 743315103 | 17,517 | $5.0M | 6.63% |
| 4 | EQUITABLE HLDGS INC | EQH-PC | 89,799 | $4.7M | 6.26% |
| 5 | MARSH & MCLENNAN COS INC | 571748102 | 17,221 | $4.2M | 5.62% |
| 6 | ARCH CAP GROUP LTD | G0450A105 | 36,920 | $3.6M | 4.75% |
| 7 | BERKLEY W.R. CORP | WRB-PH | 46,103 | $3.3M | 4.39% |
| 8 | TRAVELERS COMPANIES INC | TRV | 11,735 | $3.1M | 4.15% |
| 9 | AMERICAN INTL GROUP | 026874784 | 32,742 | $2.8M | 3.81% |
| 10 | PALOMAR HLDGS INC | PLMR | 19,845 | $2.7M | 3.64% |
| 11 | EVEREST GROUP LTD | EG | 6,568 | $2.4M | 3.19% |
| 12 | METLIFE INC | MET-PF | 29,613 | $2.4M | 3.18% |
| 13 | EXXON MOBIL CORP | XOM | 19,850 | $2.4M | 3.16% |
| 14 | COREBRIDGE FINL INC | 21871X109 | 67,858 | $2.1M | 2.87% |
| 15 | BLACKSTONE INC | BX | 13,201 | $1.8M | 2.47% |
| 16 | BROADCOM INC | AVGO | 11,000 | $1.8M | 2.46% |
| 17 | OREILLY AUTOMOTIVE INC | 67103H107 | 1,200 | $1.7M | 2.30% |
| 18 | INTL GNRL INSURANCE HLDNGS L | G4809J106 | 59,267 | $1.6M | 2.09% |
| 19 | HAMILTON INSURANCE GROUP INC | HG | 73,891 | $1.5M | 2.05% |
| 20 | MICROSOFT CORP | MSFT | 4,042 | $1.5M | 2.03% |
| 21 | UBER TECHNOLOGIES INC | UBER | 17,000 | $1.2M | 1.66% |
| 22 | ALPHABET INC | GOOG | 7,200 | $1.1M | 1.50% |
| 23 | JPMORGAN CHASE & CO | VYLD | 4,253 | $1.0M | 1.40% |
| 24 | MORGAN STANLEY | MS-PQ | 8,550 | $997,529 | 1.33% |
| 25 | HOME DEPOT INC | HD | 2,500 | $916,225 | 1.23% |
| 26 | AMAZON COM INC | AMZN | 4,809 | $914,960 | 1.22% |
| 27 | STRYKER CORP | SYK | 2,160 | $804,060 | 1.08% |
| 28 | ABBOTT LABS | ABLZF | 5,918 | $785,023 | 1.05% |
| 29 | UNION PACIFIC CP | UNP | 2,985 | $705,176 | 0.94% |
| 30 | TECK RESOURCES LTD CLS-B | TCKRF | 19,300 | $703,099 | 0.94% |
| 31 | MEDTRONIC INC | MDT | 7,313 | $657,146 | 0.88% |
| 32 | ENTERPRISE PRODS PARTNERS L | 293792107 | 16,271 | $555,492 | 0.74% |
| 33 | QUALCOMM INC | QCOM | 3,525 | $541,475 | 0.72% |
| 34 | NU HLDGS LTD | NU | 49,324 | $505,078 | 0.68% |
| 35 | FEDEX CORP | FDX | 1,600 | $390,048 | 0.52% |
| 36 | FIDELIS INSURANCE HOLDINGS L | FIHL | 21,422 | $347,036 | 0.46% |