Filed: 8/14/2025ACC: 0001500605-25-000007
📋 What this filing means
NEW VERNON INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $85.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$85.96M
Total AUM (reported)
1.08M
Total Shares
Allocation by class
COM$72.48M84.3%
COM NEW$4.01M4.7%
ORD$3.36M3.9%
SHS$2.06M2.4%
CL B$1.60M1.9%
CAP STK CL C$1.28M1.5%
ORD SHS CL A$676.7K0.8%
Portfolio Concentration
Top 3$19.92M23.2%
4–10$31.14M36.2%
11–25$28.25M32.9%
Rest$6.64M7.7%
Top 3 weight
23.2%
Top 10 weight
59.4%
Voting Authority Distribution
Total shares with voting rights: 1.08M
Sole
Full voting authority
1.08M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other35
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
PROGRESSIVE CORP
DFNDShares28.03K
TypeSH
Market value$7.48M
8.70%
Sole
28.03K
Shared
0.00
None
0.00
BERKLEY W.R. CORP
DFNDShares92.21K
TypeSH
Market value$6.77M
7.88%
Sole
92.21K
Shared
0.00
None
0.00
HARTFORD FINL SVCS GROUP INC
DFNDShares44.64K
TypeSH
Market value$5.66M
6.59%
Sole
44.64K
Shared
0.00
None
0.00
EQUITABLE HLDGS INC
DFNDShares100.35K
TypeSH
Market value$5.63M
6.55%
Sole
100.35K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
DFNDShares20.04K
TypeSH
Market value$5.36M
6.24%
Sole
20.04K
Shared
0.00
None
0.00
LINCOLN NATL CORP INC
DFNDShares154.11K
TypeSH
Market value$5.33M
6.20%
Sole
154.11K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
DFNDShares12.14K
TypeSH
Market value$3.89M
4.52%
Sole
12.14K
Shared
0.00
None
0.00
COREBRIDGE FINL INC
DFNDShares107.19K
TypeSH
Market value$3.81M
4.43%
Sole
107.19K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
DFNDShares17.22K
TypeSH
Market value$3.77M
4.38%
Sole
17.22K
Shared
0.00
None
0.00
ARCH CAP GROUP LTD
DFNDShares36.92K
TypeSH
Market value$3.36M
3.91%
Sole
36.92K
Shared
0.00
None
0.00
PALOMAR HLDGS INC
DFNDShares19.84K
TypeSH
Market value$3.06M
3.56%
Sole
19.84K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares11K
TypeSH
Market value$3.03M
3.53%
Sole
11K
Shared
0.00
None
0.00
AMERICAN INTL GROUP
DFNDShares32.74K
TypeSH
Market value$2.80M
3.26%
Sole
32.74K
Shared
0.00
None
0.00
EVEREST GROUP LTD
DFNDShares6.57K
TypeSH
Market value$2.23M
2.60%
Sole
6.57K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares19.85K
TypeSH
Market value$2.14M
2.49%
Sole
19.85K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares4.04K
TypeSH
Market value$2.01M
2.34%
Sole
4.04K
Shared
0.00
None
0.00
BLACKSTONE INC
DFNDShares13.20K
TypeSH
Market value$1.97M
2.30%
Sole
13.20K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
DFNDShares18K
TypeSH
Market value$1.62M
1.89%
Sole
18K
Shared
0.00
None
0.00
HAMILTON INSURANCE GROUP INC
DFNDShares73.89K
TypeSH
Market value$1.60M
1.86%
Sole
73.89K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
DFNDShares17K
TypeSH
Market value$1.59M
1.85%
Sole
17K
Shared
0.00
None
0.00
INTL GNRL INSURANCE HLDNGS L
DFNDShares59.27K
TypeSH
Market value$1.42M
1.66%
Sole
59.27K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares7.20K
TypeSH
Market value$1.28M
1.49%
Sole
7.20K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares4.25K
TypeSH
Market value$1.23M
1.43%
Sole
4.25K
Shared
0.00
None
0.00
MORGAN STANLEY
DFNDShares8.55K
TypeSH
Market value$1.20M
1.40%
Sole
8.55K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares4.81K
TypeSH
Market value$1.06M
1.23%
Sole
4.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPDFND | COM | 28.03K | SH | $7.48M 8.70% | 28.03K | 0.00 | 0.00 |
BERKLEY W.R. CORPDFND | COM | 92.21K | SH | $6.77M 7.88% | 92.21K | 0.00 | 0.00 |
HARTFORD FINL SVCS GROUP INCDFND | COM | 44.64K | SH | $5.66M 6.59% | 44.64K | 0.00 | 0.00 |
EQUITABLE HLDGS INCDFND | COM | 100.35K | SH | $5.63M 6.55% | 100.35K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCDFND | COM | 20.04K | SH | $5.36M 6.24% | 20.04K | 0.00 | 0.00 |
LINCOLN NATL CORP INCDFND | COM | 154.11K | SH | $5.33M 6.20% | 154.11K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & CODFND | COM | 12.14K | SH | $3.89M 4.52% | 12.14K | 0.00 | 0.00 |
COREBRIDGE FINL INCDFND | COM | 107.19K | SH | $3.81M 4.43% | 107.19K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCDFND | COM | 17.22K | SH | $3.77M 4.38% | 17.22K | 0.00 | 0.00 |
ARCH CAP GROUP LTDDFND | ORD | 36.92K | SH | $3.36M 3.91% | 36.92K | 0.00 | 0.00 |
PALOMAR HLDGS INCDFND | COM | 19.84K | SH | $3.06M 3.56% | 19.84K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 11K | SH | $3.03M 3.53% | 11K | 0.00 | 0.00 |
AMERICAN INTL GROUPDFND | COM NEW | 32.74K | SH | $2.80M 3.26% | 32.74K | 0.00 | 0.00 |
EVEREST GROUP LTDDFND | COM | 6.57K | SH | $2.23M 2.60% | 6.57K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 19.85K | SH | $2.14M 2.49% | 19.85K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 4.04K | SH | $2.01M 2.34% | 4.04K | 0.00 | 0.00 |
BLACKSTONE INCDFND | COM | 13.20K | SH | $1.97M 2.30% | 13.20K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCDFND | COM | 18K | SH | $1.62M 1.89% | 18K | 0.00 | 0.00 |
HAMILTON INSURANCE GROUP INCDFND | CL B | 73.89K | SH | $1.60M 1.86% | 73.89K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 17K | SH | $1.59M 1.85% | 17K | 0.00 | 0.00 |
INTL GNRL INSURANCE HLDNGS LDFND | SHS | 59.27K | SH | $1.42M 1.66% | 59.27K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 7.20K | SH | $1.28M 1.49% | 7.20K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 4.25K | SH | $1.23M 1.43% | 4.25K | 0.00 | 0.00 |
MORGAN STANLEYDFND | COM NEW | 8.55K | SH | $1.20M 1.40% | 8.55K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 4.81K | SH | $1.06M 1.23% | 4.81K | 0.00 | 0.00 |
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