NEW VERNON INVESTMENT MANAGEMENT LLC

CIK: 0001500605SEC EDGAR →

Portfolio Value

$102.7M

Holdings

37

As of

Q4 2025

New Positions

2

Closed Positions

5

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

TRAVELERS COMPANIES INC

36,659$10.6M
10.35%
2

LINCOLN NATL CORP IND

154,110$6.9M
6.68%
3

RADIAN GROUP INC

180,062$6.5M
6.31%
4

MARSH & MCLENNAN COS INC

34,442$6.4M
6.22%
5

WILLIS TOWERS WATSON PLC LTD

19,066$6.3M
6.10%
6

HARTFORD INSURANCE GROUP INC

44,643$6.2M
5.99%
7

OLD REP INTL CORP

130,043$5.9M
5.78%
8

AMERICAN INTL GROUP INC

65,484$5.6M
5.46%
9

EQUITABLE HLDGS INC

100,349$4.8M
4.66%
10

BROADCOM INC

11,000$3.8M
3.71%

Quarterly Changes

Top Buys

WTWNEW
$6.3M
TRV↑ Increased
$5.0M
AIG↑ Increased
$3.0M
MRSH↑ Increased
$2.9M
ORI↑ Increased
$2.3M

Top Sells

WRBCLOSED
$7.1M
PGRCLOSED
$6.9M
CBCLOSED
$5.0M
AJGCLOSED
$3.8M
CRBGCLOSED
$3.4M

New Positions (2)

$6.3M · 19K shares
$1.1M · 56K shares

Closed Positions (5)

$7.1M · 92K shares
$6.9M · 28K shares
$5.0M · 18K shares
$3.8M · 12K shares
$3.4M · 107K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services17$75.1M73.1%
Technology5$8.6M8.4%
Consumer Cyclical5$6.7M6.5%
Unknown2$3.7M3.6%
Energy2$2.9M2.8%
Healthcare4$2.7M2.6%
Communication Services1$2.3M2.2%
Industrials1$690K0.7%