Institutional Manager · CIK 0001500605
NEW VERNON INVESTMENT MANAGEMENT LLC
Highland Park, IL · File #028-14174
Latest AUM
$102.7M
Positions
37
Top-10 Concentration
61.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202537 pos · $102.7M
- 13F HOLDINGS REPORTQ/E Sep 202540 pos · $107.2M
- 13F HOLDINGS REPORTQ/E Jun 202535 pos · $86.0M
- 13F HOLDINGS REPORTQ/E Mar 202536 pos · $74.8M
- 13F HOLDINGS REPORTQ/E Dec 202437 pos · $75.7M
- 13F HOLDINGS REPORTQ/E Sep 202439 pos · $92.9M
- 13F HOLDINGS REPORTQ/E Jun 202439 pos · $77.0M
- 13F HOLDINGS REPORTQ/E Mar 202437 pos · $117.7M
- 13F HOLDINGS REPORTQ/E Dec 202333 pos · $65.4M
- 13F HOLDINGS REPORTQ/E Sep 202330 pos · $61.7M
- 13F HOLDINGS REPORTQ/E Jun 202328 pos · $48.6M
- 13F HOLDINGS REPORTQ/E Mar 202330 pos · $65.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TRAVELERS COMPANIES INC | TRV | 36,659 | $10.6M | 10.35% |
| 2 | LINCOLN NATL CORP IND | 534187109 | 154,110 | $6.9M | 6.68% |
| 3 | RADIAN GROUP INC | RDN | 180,062 | $6.5M | 6.31% |
| 4 | MARSH & MCLENNAN COS INC | 571748102 | 34,442 | $6.4M | 6.22% |
| 5 | WILLIS TOWERS WATSON PLC LTD | WTW | 19,066 | $6.3M | 6.10% |
| 6 | HARTFORD INSURANCE GROUP INC | HIG-PG | 44,643 | $6.2M | 5.99% |
| 7 | OLD REP INTL CORP | 680223104 | 130,043 | $5.9M | 5.78% |
| 8 | AMERICAN INTL GROUP INC | 026874784 | 65,484 | $5.6M | 5.46% |
| 9 | EQUITABLE HLDGS INC | EQH-PC | 100,349 | $4.8M | 4.66% |
| 10 | BROADCOM INC | AVGO | 11,000 | $3.8M | 3.71% |
| 11 | AMERICAN FINL GROUP INC OHIO | 025932104 | 26,240 | $3.6M | 3.49% |
| 12 | ARCH CAP GROUP LTD | G0450A105 | 36,920 | $3.5M | 3.45% |
| 13 | EXXON MOBIL CORP | XOM | 19,850 | $2.4M | 2.33% |
| 14 | ALPHABET INC CLASS C | GOOG | 7,200 | $2.3M | 2.20% |
| 15 | EVEREST GROUP LTD | EG | 6,568 | $2.2M | 2.17% |
| 16 | HAMILTON INSURANCE GROUP LTD | HG | 73,891 | $2.1M | 2.01% |
| 17 | BLACKSTONE INC | BX | 13,201 | $2.0M | 1.98% |
| 18 | MICROSOFT CORP | MSFT | 4,042 | $2.0M | 1.90% |
| 19 | OREILLY AUTOMOTIVE INC | 67103H107 | 18,000 | $1.6M | 1.60% |
| 20 | MARRIOTT INTL INC NEW | 571903202 | 5,095 | $1.6M | 1.54% |