Filed: 5/15/2025ACC: 0001512538-25-000004
📋 What this filing means
NEW VERNON INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $74.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$74.76M
Total AUM (reported)
801.43K
Total Shares
Allocation by class
COM$61.28M82.0%
COM NEW$3.84M5.1%
ORD$3.55M4.8%
CL B$2.23M3.0%
SHS$2.22M3.0%
CAP STK CL C$1.12M1.5%
ORD SHS CL A$505.1K0.7%
Portfolio Concentration
Top 3$18.86M25.2%
4–10$24.38M32.6%
11–25$24.60M32.9%
Rest$6.91M9.2%
Top 3 weight
25.2%
Top 10 weight
57.8%
Voting Authority Distribution
Total shares with voting rights: 801.43K
Sole
Full voting authority
801.43K
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
Other36
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
GALLAGHER ARTHUR J & CO
DFNDShares24.28K
TypeSH
Market value$8.38M
11.21%
Sole
24.28K
Shared
0.00
None
0.00
HARTFORD FINL SVCS GROUP INC
DFNDShares44.64K
TypeSH
Market value$5.52M
7.39%
Sole
44.64K
Shared
0.00
None
0.00
PROGRESSIVE CORP
DFNDShares17.52K
TypeSH
Market value$4.96M
6.63%
Sole
17.52K
Shared
0.00
None
0.00
EQUITABLE HLDGS INC
DFNDShares89.80K
TypeSH
Market value$4.68M
6.26%
Sole
89.80K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
DFNDShares17.22K
TypeSH
Market value$4.20M
5.62%
Sole
17.22K
Shared
0.00
None
0.00
ARCH CAP GROUP LTD
DFNDShares36.92K
TypeSH
Market value$3.55M
4.75%
Sole
36.92K
Shared
0.00
None
0.00
BERKLEY W.R. CORP
DFNDShares46.10K
TypeSH
Market value$3.28M
4.39%
Sole
46.10K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
DFNDShares11.73K
TypeSH
Market value$3.10M
4.15%
Sole
11.73K
Shared
0.00
None
0.00
AMERICAN INTL GROUP
DFNDShares32.74K
TypeSH
Market value$2.85M
3.81%
Sole
32.74K
Shared
0.00
None
0.00
PALOMAR HLDGS INC
DFNDShares19.84K
TypeSH
Market value$2.72M
3.64%
Sole
19.84K
Shared
0.00
None
0.00
EVEREST GROUP LTD
DFNDShares6.57K
TypeSH
Market value$2.39M
3.19%
Sole
6.57K
Shared
0.00
None
0.00
METLIFE INC
DFNDShares29.61K
TypeSH
Market value$2.38M
3.18%
Sole
29.61K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares19.85K
TypeSH
Market value$2.36M
3.16%
Sole
19.85K
Shared
0.00
None
0.00
COREBRIDGE FINL INC
DFNDShares67.86K
TypeSH
Market value$2.14M
2.87%
Sole
67.86K
Shared
0.00
None
0.00
BLACKSTONE INC
DFNDShares13.20K
TypeSH
Market value$1.85M
2.47%
Sole
13.20K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares11K
TypeSH
Market value$1.84M
2.46%
Sole
11K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
DFNDShares1.20K
TypeSH
Market value$1.72M
2.30%
Sole
1.20K
Shared
0.00
None
0.00
INTL GNRL INSURANCE HLDNGS L
DFNDShares59.27K
TypeSH
Market value$1.56M
2.09%
Sole
59.27K
Shared
0.00
None
0.00
HAMILTON INSURANCE GROUP INC
DFNDShares73.89K
TypeSH
Market value$1.53M
2.05%
Sole
73.89K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares4.04K
TypeSH
Market value$1.52M
2.03%
Sole
4.04K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
DFNDShares17K
TypeSH
Market value$1.24M
1.66%
Sole
17K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares7.20K
TypeSH
Market value$1.12M
1.50%
Sole
7.20K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares4.25K
TypeSH
Market value$1.04M
1.40%
Sole
4.25K
Shared
0.00
None
0.00
MORGAN STANLEY
DFNDShares8.55K
TypeSH
Market value$997.5K
1.33%
Sole
8.55K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares2.50K
TypeSH
Market value$916.2K
1.23%
Sole
2.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GALLAGHER ARTHUR J & CODFND | COM | 24.28K | SH | $8.38M 11.21% | 24.28K | 0.00 | 0.00 |
HARTFORD FINL SVCS GROUP INCDFND | COM | 44.64K | SH | $5.52M 7.39% | 44.64K | 0.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 17.52K | SH | $4.96M 6.63% | 17.52K | 0.00 | 0.00 |
EQUITABLE HLDGS INCDFND | COM | 89.80K | SH | $4.68M 6.26% | 89.80K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCDFND | COM | 17.22K | SH | $4.20M 5.62% | 17.22K | 0.00 | 0.00 |
ARCH CAP GROUP LTDDFND | ORD | 36.92K | SH | $3.55M 4.75% | 36.92K | 0.00 | 0.00 |
BERKLEY W.R. CORPDFND | COM | 46.10K | SH | $3.28M 4.39% | 46.10K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCDFND | COM | 11.73K | SH | $3.10M 4.15% | 11.73K | 0.00 | 0.00 |
AMERICAN INTL GROUPDFND | COM NEW | 32.74K | SH | $2.85M 3.81% | 32.74K | 0.00 | 0.00 |
PALOMAR HLDGS INCDFND | COM | 19.84K | SH | $2.72M 3.64% | 19.84K | 0.00 | 0.00 |
EVEREST GROUP LTDDFND | COM | 6.57K | SH | $2.39M 3.19% | 6.57K | 0.00 | 0.00 |
METLIFE INCDFND | COM | 29.61K | SH | $2.38M 3.18% | 29.61K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 19.85K | SH | $2.36M 3.16% | 19.85K | 0.00 | 0.00 |
COREBRIDGE FINL INCDFND | COM | 67.86K | SH | $2.14M 2.87% | 67.86K | 0.00 | 0.00 |
BLACKSTONE INCDFND | COM | 13.20K | SH | $1.85M 2.47% | 13.20K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 11K | SH | $1.84M 2.46% | 11K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCDFND | COM | 1.20K | SH | $1.72M 2.30% | 1.20K | 0.00 | 0.00 |
INTL GNRL INSURANCE HLDNGS LDFND | SHS | 59.27K | SH | $1.56M 2.09% | 59.27K | 0.00 | 0.00 |
HAMILTON INSURANCE GROUP INCDFND | CL B | 73.89K | SH | $1.53M 2.05% | 73.89K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 4.04K | SH | $1.52M 2.03% | 4.04K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 17K | SH | $1.24M 1.66% | 17K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 7.20K | SH | $1.12M 1.50% | 7.20K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 4.25K | SH | $1.04M 1.40% | 4.25K | 0.00 | 0.00 |
MORGAN STANLEYDFND | COM NEW | 8.55K | SH | $997.5K 1.33% | 8.55K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 2.50K | SH | $916.2K 1.23% | 2.50K | 0.00 | 0.00 |
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