Institutional
NEW VERNON INVESTMENT MANAGEMENT LLC
CIK 0001500605
$94.2M
Reported AUM
39
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · NEW VERNON INVESTMENT MANAGEMENT LLC · Q1 2026
AI · grounded in 13F
NEW VERNON INVESTMENT MANAGEMENT LLC established a new position in XLF valued at $10.76M. The fund also opened new stakes in CB for $6.01M and WRB for $4.24M. Offsetting these buys, the manager closed out positions in AIG and AFG, reducing exposure by $5.6M and $3.59M respectively.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | XLF | SELECT SECTOR SPDR TR | $52.30 | 0.21% | 3.56% | 55.63% | $10.8M | 11.42% | +217,879 | NEW |
| 2 | TRV | TRAVELERS COMPANIES INC | $303.25 | 3.35% | 12.56% | 123.48% | $7.6M | 8.11% | −10,470 | −28.6% |
| 3 | CB | CHUBB LTD SWITZ | $326.27 | 3.74% | 11.75% | 106.19% | $6.0M | 6.38% | +18,432 | NEW |
| 4 | ACGL | ARCH CAP GROUP LTD | $91.19 | 3.23% | -4.54% | 145.89% | $5.5M | 5.88% | +20,775 | +56.3% |
| 5 | ORI | OLD REP INTL CORP | $38.16 | 2.61% | 11.87% | 128.36% | $5.2M | 5.52% | +111 | +0.1% |
| 6 | EG | EVEREST GROUP LTD | $334.41 | 4.67% | -2.80% | 44.77% | $4.3M | 4.56% | +6,568 | +100.0% |
| 7 | WRB | BERKLEY W R CORP | $68.57 | 3.41% | -5.14% | 135.45% | $4.2M | 4.51% | +64,046 | NEW |
| 8 | AVGO | BROADCOM INC | $385.73 | -7.92% | 57.48% | 771.51% | $3.4M | 3.62% | — | HELD |
| 9 | HIG | HARTFORD INSURANCE GROUP INC | $132.14 | 3.78% | 4.38% | 129.64% | $3.0M | 3.22% | −22,256 | −49.9% |
| 10 | LNC | LINCOLN NATL CORP IND | $34.74 | 2.06% | 9.07% | -27.35% | $3.0M | 3.17% | −69,956 | −45.4% |
| 11 | MRSH | MARSH & MCLENNAN COS INC | $165.44 | 2.59% | -26.69% | 21.25% | $3.0M | 3.17% | −17,221 | −50.0% |
| 12 | RDN | RADIAN GROUP INC | $33.80 | 0.60% | 4.63% | 76.00% | $3.0M | 3.16% | −90,031 | −50.0% |
| 13 | AJG | GALLAGHER ARTHUR J & CO | $216.14 | 2.44% | -33.38% | 63.48% | $2.9M | 3.11% | +13,508 | NEW |
| 14 | WTW | WILLIS TOWERS WATSON PLC LTD | $263.54 | 1.91% | -13.77% | 36.26% | $2.8M | 2.94% | −9,533 | −50.0% |
| 15 | HG | HAMILTON INSURANCE GROUP LTD | $30.49 | 4.70% | 52.03% | 118.24% | $2.2M | 2.34% | — | HELD |
| 16 | GOOG | ALPHABET INC CLASS C | $365.76 | -0.95% | 109.82% | 172.71% | $2.1M | 2.19% | — | HELD |
| 17 | MAR | MARRIOTT INTL INC NEW | $392.51 | 1.87% | 49.07% | 179.89% | $1.7M | 1.77% | — | HELD |
| 18 | ORLY | OREILLY AUTOMOTIVE INC | $90.33 | 2.18% | -1.65% | 124.39% | $1.7M | 1.76% | — | HELD |
| 19 | TJX | TJX COS INC NEW | $160.71 | 1.31% | 26.64% | 151.20% | $1.5M | 1.62% | — | HELD |
| 20 | BX | BLACKSTONE INC | $115.35 | -2.70% | -14.89% | 18.68% | $1.5M | 1.61% | — | HELD |
| 21 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $1.5M | 1.59% | — | HELD |
| 22 | CRBG | COREBRIDGE FINL INC | $26.86 | 1.67% | -16.63% | 51.38% | $1.5M | 1.57% | +61,772 | NEW |
| 23 | UNM | UNUM GROUP | $86.84 | 2.27% | 9.14% | 270.43% | $1.4M | 1.54% | +19,796 | NEW |
| 24 | EQH | EQUITABLE HLDGS INC | $40.80 | 1.47% | -23.25% | 49.94% | $1.4M | 1.53% | −61,639 | −61.4% |
| 25 | IGIC | INTL GNRL INSURANCE HLDNGS L | $25.61 | 2.24% | 17.55% | 251.49% | $1.4M | 1.52% | — | HELD |
| 26 | MS | MORGAN STANLEY | $211.93 | -2.90% | 64.65% | 159.39% | $1.4M | 1.49% | — | HELD |
| 27 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | 19.84% | 133.52% | $1.3M | 1.33% | — | HELD |
| 28 | UBER | UBER TECHNOLOGIES INC | $70.71 | -2.08% | -17.39% | 62.70% | $1.2M | 1.30% | — | HELD |
| 29 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $1.0M | 1.06% | — | HELD |
| 30 | HD | HOME DEPOT INC | $310.78 | 0.27% | -12.61% | 7.24% | $822K | 0.87% | — | HELD |
| 31 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | — | — | $782K | 0.83% | — | HELD |
| 32 | UNP | UNION PAC CORP | $272.32 | 3.19% | — | — | $724K | 0.77% | — | HELD |
| 33 | SYK | STRYKER CORPORATION | $305.66 | 1.48% | — | — | $710K | 0.75% | — | HELD |
| 34 | NU | NU HLDGS LTD | $11.97 | -1.24% | — | — | $709K | 0.75% | — | HELD |
| 35 | DDI | DOUBLEDOWN INTERACTIVE CO LT | $11.62 | -0.60% | — | — | $644K | 0.68% | — | HELD |
| 36 | MDT | MEDTRONIC PLC | $81.67 | -0.32% | — | — | $634K | 0.67% | — | HELD |
| 37 | EPD | ENTERPRISE PRODS PARTNERS L | $37.81 | -0.97% | — | — | $616K | 0.65% | — | HELD |
| 38 | ABT | ABBOTT LABS | $91.07 | 0.32% | — | — | $608K | 0.65% | — | HELD |
| 39 | NVO | NOVO-NORDISK A S | $42.96 | -1.81% | — | — | $334K | 0.36% | — | HELD |
| 40 | AIG | AMERICAN INTL GROUP INC | $75.49 | 2.79% | — | — | — | — | −65,484 | EXITED |
| 41 | AFG | AMERICAN FINL GROUP INC OHIO | $132.46 | 3.03% | — | — | — | — | −26,240 | EXITED |
| 42 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | — | — | — | — | −19,850 | EXITED |
| 43 | SLDE | SLIDE INS HLDGS INC | $16.74 | 4.43% | — | — | — | — | −56,362 | EXITED |
Source: SEC EDGAR · accession 0001500605-26-000008. 13F discloses long positions only — shorts, foreign equities, and options are excluded.