Q2 2025 · 13F-HR
NEW VERNON INVESTMENT MANAGEMENT LLCholdings as filed
Filed 2025-08-14 · accession 0001500605-25-000007
$86.0M
Reported value
35
Positions
2025-06-30
Period end
The Brief · NEW VERNON INVESTMENT MANAGEMENT LLC · Q2 2025
AI · grounded in 13F
NEW VERNON INVESTMENT MANAGEMENT LLC established a new position in Progressive Corp PGR valued at $7.48M. The fund also initiated new stakes in Berkley W.R. Corp WRB for $6.77M and Hartford Finl Svcs Group Inc HIG for $5.66M. Other new additions include Equitable Hldgs Inc EQH, Travelers Companies Inc TRV, and Lincoln Natl Corp Inc LNC.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 743315103 | PGR | PROGRESSIVE CORP | $7.5M | 8.70% | 28,034 | Common | SOLE |
| 084423102 | WRB | BERKLEY W.R. CORP | $6.8M | 7.88% | 92,206 | Common | SOLE |
| 416515104 | HIG | HARTFORD FINL SVCS GROUP INC | $5.7M | 6.59% | 44,643 | Common | SOLE |
| 29452E101 | EQH | EQUITABLE HLDGS INC | $5.6M | 6.55% | 100,349 | Common | SOLE |
| 89417E109 | TRV | TRAVELERS COMPANIES INC | $5.4M | 6.24% | 20,043 | Common | SOLE |
| 534187109 | LNC | LINCOLN NATL CORP INC | $5.3M | 6.20% | 154,110 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $3.9M | 4.52% | 12,141 | Common | SOLE |
| 21871X109 | CRBG | COREBRIDGE FINL INC | $3.8M | 4.43% | 107,187 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $3.8M | 4.38% | 17,221 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $3.4M | 3.91% | 36,920 | Common | SOLE |
| 69753M105 | PLMR | PALOMAR HLDGS INC | $3.1M | 3.56% | 19,845 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $3.0M | 3.53% | 11,000 | Common | SOLE |
| 026874784 | AIG | AMERICAN INTL GROUP | $2.8M | 3.26% | 32,742 | Common | SOLE |
| G3223R108 | EG | EVEREST GROUP LTD | $2.2M | 2.60% | 6,568 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $2.1M | 2.49% | 19,850 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $2.0M | 2.34% | 4,042 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC | $2.0M | 2.30% | 13,201 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $1.6M | 1.89% | 18,000 | Common | SOLE |
| G42706104 | HG | HAMILTON INSURANCE GROUP INC | $1.6M | 1.86% | 73,891 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $1.6M | 1.85% | 17,000 | Common | SOLE |
| G4809J106 | IGIC | INTL GNRL INSURANCE HLDNGS L | $1.4M | 1.66% | 59,267 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $1.3M | 1.49% | 7,200 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $1.2M | 1.43% | 4,253 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $1.2M | 1.40% | 8,550 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $1.1M | 1.23% | 4,809 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $916,600 | 1.07% | 2,500 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $854,561 | 0.99% | 2,160 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $804,907 | 0.94% | 5,918 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $708,427 | 0.82% | 4,484 | Common | SOLE |
| 907818108 | UNP | UNION PACIFIC CP | $686,789 | 0.80% | 2,985 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $676,725 | 0.79% | 49,324 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC INC | $637,474 | 0.74% | 7,313 | Common | SOLE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $504,564 | 0.59% | 16,271 | Common | SOLE |
| 25862B109 | DDI | DOUBLEDOWN INTERACTIVE CO LT | $497,640 | 0.58% | 52,000 | Common | SOLE |
| G3398L118 | PLGO | FIDELIS INSURANCE HOLDINGS L | $355,177 | 0.41% | 21,422 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.