NEW VERNON INVESTMENT MANAGEMENT LLC

CIK

1500605

Location

Highland Park, IL

Portfolio Value

Micro $2,285,451

Diversification

Diversified

Filing Date

Global Rank

#6,098 / 8,578 ▼ 260

Top Industry

Insurance - Property & Casualty 28.4%

3Y Alpha vs SPY

-7.5%

Period ended 3 months ago

Filed May 15, 2026 · 31d

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

+43.7%

SPY

+74.2%

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

4 positions · $2,285,451 total · Healthcare only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
SYK	Stryker Corp Healthcare	Held	2,160	$709,754	−6.5%	31.06%
MDT	Medtronic plc Healthcare	Held	7,313	$633,671	−9.8%	27.73%
ABT	Abbott Laboratories Healthcare	Held	5,918	$607,601	−18.1%	26.59%
NVO	Novo Nordisk A S Healthcare	Held	9,100	$334,425	−27.8%	14.63%