NEW VERNON INVESTMENT MANAGEMENT LLC
13F Reported Value
ⓘ$81.7M
Holdings
37
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
NEW VERNON INVESTMENT MANAGEMENT LLC disclosed 37 positions worth $81.7M in its Form 13F-HR for Q2 2026, led by $TRV (TRAVELERS COMPANIES, INC.) at 10.6% of the equity portfolio, followed by $CB and $AON. During the quarter the fund opened 5 new positions and exited 7 — including a new stake in $AON. The portfolio is most concentrated in Financials (73.9% 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
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 75.9#93
Quality
$8.6M26,189 sh - —
Quality
$6.3M18,432 sh - —
Quality
$5.8M17,486 sh - 68.6
Quality
$4.5M64,046 sh - 71.2
Quality
$4.5M19,403 sh - —
Quality
$4.0M41,550 sh - 65.4
Quality
$3.4M90,031 sh - 84.5
Quality
$3.2M8,585 sh - 71.6
Quality
$3.0M22,387 sh - 71.1
Quality
$2.7M65,077 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TRAVELERS COMPANIES, INC.$TRV | 75.9#93 | $8.6M | 26,189 |
 Chubb Ltd$CB | — | $6.3M | 18,432 |
 Aon plc$AON | — | $5.8M | 17,486 |
 BERKLEY W R CORP$WRB | 68.6 | $4.5M | 64,046 |
 Arthur J. Gallagher & Co.$AJG | 71.2 | $4.5M | 19,403 |
 ARCH CAPITAL GROUP LTD.$ACGL | — | $4.0M | 41,550 |
 RADIAN GROUP INC$RDN | 65.4 | $3.4M | 90,031 |
 Broadcom Inc.$AVGO | 84.5 | $3.2M | 8,585 |
 HARTFORD INSURANCE GROUP, INC.$HIG | 71.6 | $3.0M | 22,387 |
 OLD REPUBLIC INTERNATIONAL CORP$ORI | 71.1 | $2.7M | 65,077 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of NEW VERNON INVESTMENT MANAGEMENT LLC's 37 positions.
Showing top 10 of 37 holdings.
Sector Allocation
Financials
$60.3M
Technology
$9.4M
Consumer Discretionary
$7.0M
Industrials
$2.6M
Healthcare
$1.7M
Energy
$598,122
Full Holdings — NEW VERNON INVESTMENT MANAGEMENT LLC (Q2 2026)
All 37 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 | $TRV | TRAVELERS COMPANIES, INC. | $8.6M | 10.6% | +0% | 75.9 |
| 2 | $CB | Chubb Ltd | $6.3M | 7.7% | +0% | — |
| 3 | $AON | Aon plc | $5.8M | 7.1% | NEW | — |
| 4 | $WRB | BERKLEY W R CORP | $4.5M | 5.5% | +0% | 68.6 |
| 5 | $AJG | Arthur J. Gallagher & Co. | $4.5M | 5.5% | +44% | 71.2 |
| 6 | $ACGL | ARCH CAPITAL GROUP LTD. | $4.0M | 4.9% | -28% | — |
| 7 | $RDN | RADIAN GROUP INC | $3.4M | 4.2% | +0% | 65.4 |
| 8 | $AVGO | Broadcom Inc. | $3.2M | 4.0% | -22% | 84.5 |
| 9 | $HIG | HARTFORD INSURANCE GROUP, INC. | $3.0M | 3.6% | +0% | 71.6 |
| 10 | $ORI | OLD REPUBLIC INTERNATIONAL CORP | $2.7M | 3.3% | -50% | 71.1 |
| 11 |  $CRBD | Corebridge Financial, Inc. | $2.7M | 3.3% | +50% | 52.6 |
| 12 |  $EQH | Equitable Holdings, Inc. | $2.5M | 3.1% | +50% | 39.5 |
| 13 |  $GOOGL | Alphabet Inc. | $2.5M | 3.1% | +0% | 78.2 |
| 14 |  $LNC | LINCOLN NATIONAL CORP | $2.2M | 2.7% | -25% | 64.5 |
| 15 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.9M | 2.3% | +0% | 61.7 |
| 16 |  $MS | MORGAN STANLEY | $1.8M | 2.2% | +0% | 75.8 |
| 17 |  $UNM | Unum Group | $1.8M | 2.2% | +0% | 52.1 |
| 18 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.7M | 2.0% | +0% | 67.4 |
| 19 |  $BX | Blackstone Inc. | $1.6M | 1.9% | +0% | 74.4 |
| 20 |  $IGIC | International General Insurance Holdings Ltd. | $1.6M | 1.9% | +0% | — |
| 21 |  $MSFT | MICROSOFT CORP | $1.5M | 1.9% | +0% | 79.8 |
| 22 |  $TJX | TJX COMPANIES INC /DE/ | $1.5M | 1.8% | +0% | 68.7 |
| 23 |  $PGR | PROGRESSIVE CORP/OH/ | $1.4M | 1.7% | NEW | 80.1 |
| 24 |  $JPM | JPMORGAN CHASE & CO | $1.4M | 1.7% | +0% | 70.7 |
| 25 |  $UBER | Uber Technologies, Inc | $1.2M | 1.5% | +0% | 73.5 |
| 26 |  $AMZN | AMAZON COM INC | $1.1M | 1.4% | +0% | 68.7 |
| 27 |  $NVDA | NVIDIA CORP | $897,204 | 1.1% | +0% | 85.9 |
| 28 |  $HD | HOME DEPOT, INC. | $881,700 | 1.1% | +0% | 60.3 |
| 29 |  $UNP | UNION PACIFIC CORP | $811,920 | 1.0% | +0% | 69.7 |
| 30 |  $UAL | United Airlines Holdings, Inc. | $749,985 | 0.9% | NEW | 60.8 |
| 31 |  $SYK | STRYKER CORP | $680,054 | 0.8% | +0% | 72.1 |
| 32 |  $NU | Nu Holdings Ltd. | $658,969 | 0.8% | +0% | — |
| 33 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $598,122 | 0.7% | +0% | 61.4 |
| 34 |  $ETN | Eaton Corp plc | $571,001 | 0.7% | NEW | — |
| 35 |  $ABT | ABBOTT LABORATORIES | $536,999 | 0.7% | +0% | 65.5 |
| 36 |  $SE | Sea Ltd | $512,691 | 0.6% | NEW | — |
| 37 |  $NVO | NOVO NORDISK A S | $436,254 | 0.5% | +0% | — |
New Positions (5)
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