NEW VERNON INVESTMENT MANAGEMENT LLC
13F Reported Value
ⓘ$94.2M
Holdings
39
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
NEW VERNON INVESTMENT MANAGEMENT LLC disclosed 39 positions worth $94.2M in its Form 13F-HR for Q1 2026, followed by $TRV and $CB. During the quarter the fund opened 6 new positions and exited 4 and a full exit from $AIG. The portfolio is most concentrated in Financials (67.4% of disclosed assets). All figures are sourced directly from NEW VERNON INVESTMENT MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1500605.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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SELECT SECTOR SPDR TR
—Quality
$10.8M217,879 sh- 71.5#258
Quality
$7.6M26,189 sh - —
Quality
$6.0M18,432 sh - —
Quality
$5.5M57,695 sh - 70.4
Quality
$5.2M130,154 sh - —
Quality
$4.3M13,136 sh - 71.8
Quality
$4.2M64,046 sh - 86.4
Quality
$3.4M11,000 sh - 69.5
Quality
$3.0M22,387 sh - 50.8
Quality
$3.0M84,154 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SELECT SECTOR SPDR TR | — | $10.8M | 217,879 |
 TRAVELERS COMPANIES, INC.$TRV | 71.5#258 | $7.6M | 26,189 |
 Chubb Ltd$CB | — | $6.0M | 18,432 |
 ARCH CAPITAL GROUP LTD.$ACGL | — | $5.5M | 57,695 |
 OLD REPUBLIC INTERNATIONAL CORP$ORI | 70.4 | $5.2M | 130,154 |
 EVEREST GROUP, LTD.$EG | — | $4.3M | 13,136 |
 BERKLEY W R CORP$WRB | 71.8 | $4.2M | 64,046 |
 Broadcom Inc.$AVGO | 86.4 | $3.4M | 11,000 |
 HARTFORD INSURANCE GROUP, INC.$HIG | 69.5 | $3.0M | 22,387 |
 LINCOLN NATIONAL CORP$LNC | 50.8 | $3.0M | 84,154 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of NEW VERNON INVESTMENT MANAGEMENT LLC's 39 positions.
Showing top 10 of 39 holdings.
Sector Allocation
Financials
$63.5M
Other
$10.8M
Technology
$9.6M
Consumer Discretionary
$6.7M
Healthcare
$2.3M
Industrials
$724,221
Energy
$615,695
Full Holdings — NEW VERNON INVESTMENT MANAGEMENT LLC (Q1 2026)
All 39 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SELECT SECTOR SPDR TR | $10.8M | 11.4% | NEW | — |
| 2 | $TRV | TRAVELERS COMPANIES, INC. | $7.6M | 8.1% | -29% | 71.5 |
| 3 | $CB | Chubb Ltd | $6.0M | 6.4% | NEW | — |
| 4 | $ACGL | ARCH CAPITAL GROUP LTD. | $5.5M | 5.9% | +56% | — |
| 5 | $ORI | OLD REPUBLIC INTERNATIONAL CORP | $5.2M | 5.5% | +0% | 70.4 |
| 6 | $EG | EVEREST GROUP, LTD. | $4.3M | 4.6% | +100% | — |
| 7 | $WRB | BERKLEY W R CORP | $4.2M | 4.5% | NEW | 71.8 |
| 8 | $AVGO | Broadcom Inc. | $3.4M | 3.6% | +0% | 86.4 |
| 9 | $HIG | HARTFORD INSURANCE GROUP, INC. | $3.0M | 3.2% | -50% | 69.5 |
| 10 | $LNC | LINCOLN NATIONAL CORP | $3.0M | 3.2% | -45% | 50.8 |
| 11 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $3.0M | 3.2% | -50% | 71.5 |
| 12 |  $RDN | RADIAN GROUP INC | $3.0M | 3.2% | -50% | 57.6 |
| 13 |  $AJG | Arthur J. Gallagher & Co. | $2.9M | 3.1% | NEW | 72.1 |
| 14 |  $WTW | WILLIS TOWERS WATSON PLC | $2.8M | 2.9% | -50% | — |
| 15 |  $HG | Hamilton Insurance Group, Ltd. | $2.2M | 2.3% | +0% | — |
| 16 |  $GOOGL | Alphabet Inc. | $2.1M | 2.2% | +0% | 80.2 |
| 17 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.7M | 1.8% | +0% | 65.9 |
| 18 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.7M | 1.8% | +0% | 72.7 |
| 19 |  $TJX | TJX COMPANIES INC /DE/ | $1.5M | 1.6% | +0% | 70.7 |
| 20 |  $BX | Blackstone Inc. | $1.5M | 1.6% | +0% | 68 |
| 21 |  $MSFT | MICROSOFT CORP | $1.5M | 1.6% | +0% | 83.7 |
| 22 |  $CRBD | Corebridge Financial, Inc. | $1.5M | 1.6% | NEW | 36.7 |
| 23 |  $UNM | Unum Group | $1.4M | 1.5% | NEW | 49.5 |
| 24 |  $EQH | Equitable Holdings, Inc. | $1.4M | 1.5% | -61% | 48.9 |
| 25 |  $IGIC | International General Insurance Holdings Ltd. | $1.4M | 1.5% | +0% | — |
| 26 |  $MS | MORGAN STANLEY | $1.4M | 1.5% | +0% | — |
| 27 |  $JPM | JPMORGAN CHASE & CO | $1.3M | 1.3% | +0% | 35.6 |
| 28 |  $UBER | Uber Technologies, Inc | $1.2M | 1.3% | +0% | 79.3 |
| 29 |  $AMZN | AMAZON COM INC | $1.0M | 1.1% | +0% | 74.6 |
| 30 |  $HD | HOME DEPOT, INC. | $822,225 | 0.9% | +0% | 69.2 |
| 31 |  $NVDA | NVIDIA CORP | $782,010 | 0.8% | +0% | 90.2 |
| 32 |  $UNP | UNION PACIFIC CORP | $724,221 | 0.8% | +0% | 74 |
| 33 |  $SYK | STRYKER CORP | $709,754 | 0.8% | +0% | 69.8 |
| 34 |  $NU | Nu Holdings Ltd. | $708,786 | 0.8% | +0% | — |
| 35 |  $DDI | DoubleDown Interactive Co., Ltd. | $644,313 | 0.7% | +0% | — |
| 36 |  $MDT | Medtronic plc | $633,671 | 0.7% | +0% | — |
| 37 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $615,695 | 0.7% | +0% | 66.4 |
| 38 |  $ABT | ABBOTT LABORATORIES | $607,601 | 0.7% | +0% | 67 |
| 39 |  $NVO | NOVO NORDISK A S | $334,425 | 0.4% | +0% | — |
New Positions (6)
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