NEW VERNON INVESTMENT MANAGEMENT LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 73.9% | $60,316,186 |
| Consumer Cyclical | 9.2% | $7,536,955 |
| Technology | 8.4% | $6,874,652 |
| Communication Services | 3.1% | $2,543,976 |
| Industrials | 2.6% | $2,132,904 |
| Healthcare | 2.0% | $1,653,307 |
| Energy | 0.7% | $598,121 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EG | Everest Group, Ltd. | 13,136 | $4,293,501 | |
| MRSH | Marsh & Mclennan Companies, Inc. | 17,221 | $2,986,982 | |
| WTW | Willis Towers Watson PLC | 9,533 | $2,771,243 | |
| HG | Hamilton Insurance Group, Ltd. | 73,891 | $2,204,168 | |
| DDI | DoubleDown Interactive Co., Ltd. | 76,250 | $644,312 | |
| MDT | Medtronic plc | 7,313 | $633,671 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 26,189 | $8,645,512 | 10.59% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 18,432 | $6,280,519 | 7.69% | |
| AON |
Aon plc
Financial Services
|
NEW | 17,486 | $5,799,931 | 7.10% | |
| WRB |
Berkley W R Corp
Financial Services
|
Held | 64,046 | $4,517,164 | 5.53% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Added | 19,403 | $4,454,346 | 5.46% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
Reduced | 41,550 | $4,032,843 | 4.94% | |
| RDN |
Radian Group Inc
Financial Services
|
Held | 90,031 | $3,391,467 | 4.15% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 8,585 | $3,242,983 | 3.97% | |
| HIG |
Hartford Insurance Group, Inc.
Financial Services
|
Held | 22,387 | $2,966,725 | 3.63% | |
| ORI |
Old Republic International Corp
Financial Services
|
Reduced | 65,077 | $2,662,950 | 3.26% | |
| CRBG |
Corebridge Financial, Inc.
Financial Services
|
Added | 92,659 | $2,652,827 | 3.25% | |
| EQH |
Equitable Holdings, Inc.
Financial Services
|
Added | 58,065 | $2,547,892 | 3.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 7,200 | $2,543,976 | 3.12% | |
| LNC |
Lincoln National Corp
Financial Services
|
Reduced | 63,115 | $2,231,115 | 2.73% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 5,095 | $1,888,156 | 2.31% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 8,550 | $1,787,292 | 2.19% | |
| UNM |
Unum Group
Financial Services
|
Held | 19,796 | $1,769,762 | 2.17% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Held | 18,000 | $1,657,620 | 2.03% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 13,201 | $1,553,361 | 1.90% | |
| IGIC |
International General Insurance Holdings Ltd.
Financial Services
|
Held | 59,267 | $1,551,017 | 1.90% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 4,042 | $1,507,746 | 1.85% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 9,575 | $1,450,612 | 1.78% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
NEW | 6,502 | $1,420,361 | 1.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 4,253 | $1,392,134 | 1.70% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 17,000 | $1,226,720 | 1.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 4,809 | $1,146,177 | 1.40% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 4,484 | $897,203 | 1.10% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 2,500 | $881,700 | 1.08% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 2,985 | $811,920 | 0.99% | |
| UAL |
United Airlines Holdings, Inc.
Industrials
|
NEW | 5,515 | $749,984 | 0.92% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 2,160 | $680,054 | 0.83% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Held | 49,324 | $658,968 | 0.81% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 16,271 | $598,121 | 0.73% | |
| ETN |
Eaton Corp plc
Industrials
|
NEW | 1,340 | $571,000 | 0.70% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 5,918 | $536,999 | 0.66% | |
| SE |
Sea Ltd
Consumer Cyclical
|
NEW | 5,350 | $512,690 | 0.63% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Held | 9,100 | $436,254 | 0.53% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.