Filed: 11/14/2025ACC: 0001500605-25-000014
📋 What this filing means
NEW VERNON INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $107.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$107.15M
Total AUM (reported)
1.37M
Total Shares
Allocation by class
COM$91.11M85.0%
COM NEW$3.93M3.7%
ORD$3.35M3.1%
SHS$2.07M1.9%
CL B$1.83M1.7%
CAP STK CL C$1.75M1.6%
CL A$1.33M1.2%
Portfolio Concentration
Top 3$20.51M19.1%
4–10$35.45M33.1%
11–25$37.60M35.1%
Rest$13.59M12.7%
Top 3 weight
19.1%
Top 10 weight
52.2%
Voting Authority Distribution
Total shares with voting rights: 1.37M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
1.37M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other40
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings40
Rows:
BERKLEY W R CORP
DFNDShares92.21K
TypeSH
Market value$7.06M
6.59%
Sole
0.00
Shared
92.21K
None
0.00
PROGRESSIVE CORP
DFNDShares28.03K
TypeSH
Market value$6.92M
6.46%
Sole
0.00
Shared
28.03K
None
0.00
RADIAN GROUP INC
DFNDShares180.06K
TypeSH
Market value$6.52M
6.09%
Sole
0.00
Shared
180.06K
None
0.00
LINCOLN NATL CORP IND
DFNDShares154.11K
TypeSH
Market value$6.22M
5.80%
Sole
0.00
Shared
154.11K
None
0.00
HARTFORD INSURANCE GROUP INC
DFNDShares44.64K
TypeSH
Market value$5.95M
5.56%
Sole
0.00
Shared
44.64K
None
0.00
TRAVELERS COMPANIES INC
DFNDShares20.04K
TypeSH
Market value$5.60M
5.22%
Sole
0.00
Shared
20.04K
None
0.00
EQUITABLE HLDGS INC
DFNDShares100.35K
TypeSH
Market value$5.10M
4.76%
Sole
0.00
Shared
100.35K
None
0.00
CHUBB LIMITED
DFNDShares17.73K
TypeSH
Market value$5.01M
4.67%
Sole
0.00
Shared
17.73K
None
0.00
AMERICAN FINL GROUP INC OHIO
DFNDShares26.24K
TypeSH
Market value$3.82M
3.57%
Sole
0.00
Shared
26.24K
None
0.00
GALLAGHER ARTHUR J & CO
DFNDShares12.14K
TypeSH
Market value$3.76M
3.51%
Sole
0.00
Shared
12.14K
None
0.00
OLD REP INTL CORP
DFNDShares86.69K
TypeSH
Market value$3.68M
3.44%
Sole
0.00
Shared
86.69K
None
0.00
BROADCOM INC
DFNDShares11K
TypeSH
Market value$3.63M
3.39%
Sole
0.00
Shared
11K
None
0.00
MARSH & MCLENNAN COS INC
DFNDShares17.22K
TypeSH
Market value$3.47M
3.24%
Sole
0.00
Shared
17.22K
None
0.00
COREBRIDGE FINL INC
DFNDShares107.19K
TypeSH
Market value$3.44M
3.21%
Sole
0.00
Shared
107.19K
None
0.00
ARCH CAP GROUP LTD
DFNDShares36.92K
TypeSH
Market value$3.35M
3.13%
Sole
0.00
Shared
36.92K
None
0.00
AMERICAN INTL GROUP INC
DFNDShares32.74K
TypeSH
Market value$2.57M
2.40%
Sole
0.00
Shared
32.74K
None
0.00
EVEREST GROUP LTD
DFNDShares6.57K
TypeSH
Market value$2.30M
2.15%
Sole
0.00
Shared
6.57K
None
0.00
BLACKSTONE INC
DFNDShares13.20K
TypeSH
Market value$2.26M
2.10%
Sole
0.00
Shared
13.20K
None
0.00
EXXON MOBIL CORP
DFNDShares19.85K
TypeSH
Market value$2.24M
2.09%
Sole
0.00
Shared
19.85K
None
0.00
MICROSOFT CORP
DFNDShares4.04K
TypeSH
Market value$2.09M
1.95%
Sole
0.00
Shared
4.04K
None
0.00
OREILLY AUTOMOTIVE INC
DFNDShares18K
TypeSH
Market value$1.94M
1.81%
Sole
0.00
Shared
18K
None
0.00
HAMILTON INSURANCE GROUP LTD
DFNDShares73.89K
TypeSH
Market value$1.83M
1.71%
Sole
0.00
Shared
73.89K
None
0.00
ALPHABET INC CLASS C
DFNDShares7.20K
TypeSH
Market value$1.75M
1.64%
Sole
0.00
Shared
7.20K
None
0.00
UBER TECHNOLOGIES INC
DFNDShares17K
TypeSH
Market value$1.67M
1.55%
Sole
0.00
Shared
17K
None
0.00
TJX COS INC NEW
DFNDShares9.57K
TypeSH
Market value$1.38M
1.29%
Sole
0.00
Shared
9.57K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKLEY W R CORPDFND | COM | 92.21K | SH | $7.06M 6.59% | 0.00 | 92.21K | 0.00 |
PROGRESSIVE CORPDFND | COM | 28.03K | SH | $6.92M 6.46% | 0.00 | 28.03K | 0.00 |
RADIAN GROUP INCDFND | COM | 180.06K | SH | $6.52M 6.09% | 0.00 | 180.06K | 0.00 |
LINCOLN NATL CORP INDDFND | COM | 154.11K | SH | $6.22M 5.80% | 0.00 | 154.11K | 0.00 |
HARTFORD INSURANCE GROUP INCDFND | COM | 44.64K | SH | $5.95M 5.56% | 0.00 | 44.64K | 0.00 |
TRAVELERS COMPANIES INCDFND | COM | 20.04K | SH | $5.60M 5.22% | 0.00 | 20.04K | 0.00 |
EQUITABLE HLDGS INCDFND | COM | 100.35K | SH | $5.10M 4.76% | 0.00 | 100.35K | 0.00 |
CHUBB LIMITEDDFND | COM | 17.73K | SH | $5.01M 4.67% | 0.00 | 17.73K | 0.00 |
AMERICAN FINL GROUP INC OHIODFND | COM | 26.24K | SH | $3.82M 3.57% | 0.00 | 26.24K | 0.00 |
GALLAGHER ARTHUR J & CODFND | COM | 12.14K | SH | $3.76M 3.51% | 0.00 | 12.14K | 0.00 |
OLD REP INTL CORPDFND | COM | 86.69K | SH | $3.68M 3.44% | 0.00 | 86.69K | 0.00 |
BROADCOM INCDFND | COM | 11K | SH | $3.63M 3.39% | 0.00 | 11K | 0.00 |
MARSH & MCLENNAN COS INCDFND | COM | 17.22K | SH | $3.47M 3.24% | 0.00 | 17.22K | 0.00 |
COREBRIDGE FINL INCDFND | COM | 107.19K | SH | $3.44M 3.21% | 0.00 | 107.19K | 0.00 |
ARCH CAP GROUP LTDDFND | ORD | 36.92K | SH | $3.35M 3.13% | 0.00 | 36.92K | 0.00 |
AMERICAN INTL GROUP INCDFND | COM NEW | 32.74K | SH | $2.57M 2.40% | 0.00 | 32.74K | 0.00 |
EVEREST GROUP LTDDFND | COM | 6.57K | SH | $2.30M 2.15% | 0.00 | 6.57K | 0.00 |
BLACKSTONE INCDFND | COM | 13.20K | SH | $2.26M 2.10% | 0.00 | 13.20K | 0.00 |
EXXON MOBIL CORPDFND | COM | 19.85K | SH | $2.24M 2.09% | 0.00 | 19.85K | 0.00 |
MICROSOFT CORPDFND | COM | 4.04K | SH | $2.09M 1.95% | 0.00 | 4.04K | 0.00 |
OREILLY AUTOMOTIVE INCDFND | COM | 18K | SH | $1.94M 1.81% | 0.00 | 18K | 0.00 |
HAMILTON INSURANCE GROUP LTDDFND | CL B | 73.89K | SH | $1.83M 1.71% | 0.00 | 73.89K | 0.00 |
ALPHABET INC CLASS CDFND | CAP STK CL C | 7.20K | SH | $1.75M 1.64% | 0.00 | 7.20K | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 17K | SH | $1.67M 1.55% | 0.00 | 17K | 0.00 |
TJX COS INC NEWDFND | COM | 9.57K | SH | $1.38M 1.29% | 0.00 | 9.57K | 0.00 |
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