NEW VERNON INVESTMENT MANAGEMENT LLC

CIK

1500605

Location

Highland Park, IL

Portfolio Value

Micro $81,330,154

Diversification

Diversified

Filing Date

Global Rank

#5,756 / 8,232 ▼ 105

Top Industry

Insurance - Property & Casualty 28.4%

3Y Alpha vs SPY

-7.5%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+45.4%

SPY

+76.3%

Annualised alpha

-7.5%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

37 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.4%

−1.2 pts

Top 5

35.3%

−1.2 pts

Top 10

55.7%

−6.9 pts

HHI

436

Diversified−55

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	78.0%	$63,473,898	21
Technology	8.5%	$6,905,656	4
Consumer Cyclical	8.2%	$6,680,923	5
Healthcare	2.8%	$2,285,451	4
Industrials	0.9%	$724,220	1
Communication Services	0.8%	$644,312	1
Energy	0.8%	$615,694	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
ACGL	Arch Capital Group Ltd.	+20,775	57,695	$5,538,143
EG	Everest Group, Ltd.	+6,568	13,136	$4,293,501
ORI	Old Republic International Corp	+111	130,154	$5,193,144
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
RDN	Radian Group Inc	−90,031	90,031	$2,978,225
LNC	Lincoln National Corp	−69,956	84,154	$2,987,467
EQH	Equitable Holdings, Inc.	−61,639	38,710	$1,436,528
HIG	Hartford Insurance Group, Inc.	−22,256	22,387	$3,027,394
MRSH	Marsh & Mclennan Companies, Inc.	−17,221	17,221	$2,986,982
TRV	Travelers Companies, Inc.	−10,470	26,189	$7,638,807
WTW	Willis Towers Watson PLC	−9,533	9,533	$2,771,243
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
CB	Chubb Ltd	18,432	$6,007,541
WRB	Berkley W R Corp	64,046	$4,244,968
AJG	Arthur J. Gallagher & Co.	13,508	$2,925,562
CRBG	Corebridge Financial, Inc.	61,772	$1,473,879
UNM	Unum Group	19,796	$1,445,701
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
AIG	American International Group, Inc.	65,484	$5,602,156
AFG	American Financial Group Inc	26,240	$3,586,483
XOM	Exxon Mobil Corp	19,850	$2,388,749
SLDE	Slide Insurance Holdings, Inc.	56,362	$1,097,931
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 positions · $81,330,154 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TRV	Travelers Companies, Inc. Financial Services	Reduced	26,189	-10,470	$7,638,807	−28.2%	9.39%
CB	Chubb Ltd Financial Services	NEW	18,432	NEW	$6,007,541	NEW	7.39%
ACGL	Arch Capital Group Ltd. Financial Services	Added	57,695	+20,775	$5,538,143	+56.4%	6.81%
ORI	Old Republic International Corp Financial Services	Added	130,154	+111	$5,193,144	−12.5%	6.39%
EG	Everest Group, Ltd. Financial Services	Added	13,136	+6,568	$4,293,501	+92.6%	5.28%
WRB	Berkley W R Corp Financial Services	NEW	64,046	NEW	$4,244,968	NEW	5.22%
AVGO	Broadcom Inc. Technology	Held	11,000	0	$3,404,610	−10.6%	4.19%
HIG	Hartford Insurance Group, Inc. Financial Services	Reduced	22,387	-22,256	$3,027,394	−50.8%	3.72%
LNC	Lincoln National Corp Financial Services	Reduced	84,154	-69,956	$2,987,467	−56.5%	3.67%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	17,221	-17,221	$2,986,982	−53.3%	3.67%
RDN	Radian Group Inc Financial Services	Reduced	90,031	-90,031	$2,978,225	−54.0%	3.66%
AJG	Arthur J. Gallagher & Co. Financial Services	NEW	13,508	NEW	$2,925,562	NEW	3.60%
WTW	Willis Towers Watson PLC Financial Services	Reduced	9,533	-9,533	$2,771,243	−55.8%	3.41%
HG	Hamilton Insurance Group, Ltd. Financial Services	Held	73,891	0	$2,204,168	+6.9%	2.71%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	5,095	0	$1,666,421	+5.4%	2.05%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Held	18,000	0	$1,661,580	+1.2%	2.04%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	9,575	0	$1,529,127	+4.0%	1.88%
BX	Blackstone Inc. Financial Services	Held	13,201	0	$1,517,982	−25.4%	1.87%
MSFT	Microsoft Corp Technology	Held	4,042	0	$1,496,227	−23.5%	1.84%
CRBG	Corebridge Financial, Inc. Financial Services	NEW	61,772	NEW	$1,473,879	NEW	1.81%
UNM	Unum Group Financial Services	NEW	19,796	NEW	$1,445,701	NEW	1.78%
EQH	Equitable Holdings, Inc. Financial Services	Reduced	38,710	-61,639	$1,436,528	−70.0%	1.77%
IGIC	International General Insurance Holdings Ltd. Financial Services	Held	59,267	0	$1,435,743	−3.4%	1.77%
MS	Morgan Stanley Financial Services	Held	8,550	0	$1,407,073	−7.3%	1.73%
JPM	Jpmorgan Chase & Co Financial Services	Held	4,253	0	$1,251,062	−8.7%	1.54%
UBER	Uber Technologies, Inc Technology	Held	17,000	0	$1,222,810	−12.0%	1.50%
AMZN	Amazon Com Inc Consumer Cyclical	Held	4,809	0	$1,001,570	−9.8%	1.23%
HD	Home Depot, Inc. Consumer Cyclical	Held	2,500	0	$822,225	−4.4%	1.01%
NVDA	Nvidia Corp Technology	Held	4,484	0	$782,009	−6.5%	0.96%
UNP	Union Pacific Corp Industrials	Held	2,985	0	$724,220	+4.9%	0.89%
SYK	Stryker Corp Healthcare	Held	2,160	0	$709,754	−6.5%	0.87%
NU	Nu Holdings Ltd. Financial Services	Held	49,324	0	$708,785	−14.2%	0.87%
DDI	DoubleDown Interactive Co., Ltd. Communication Services	Held	76,250	0	$644,312	−2.1%	0.79%
MDT	Medtronic plc Healthcare	Held	7,313	0	$633,671	−9.8%	0.78%
EPD	Enterprise Products Partners L.P. Energy	Held	16,271	0	$615,694	+18.0%	0.76%
ABT	Abbott Laboratories Healthcare	Held	5,918	0	$607,601	−18.1%	0.75%
NVO	Novo Nordisk A S Healthcare	Held	9,100	0	$334,425	−27.8%	0.41%