NEW VERNON INVESTMENT MANAGEMENT LLC

PrivateCIK: 1500605
Location

HIGHLAND PARK, IL

39
Positions
$94.15M
Total AUM (reported)
1.30M
Total Shares

Allocation by class

TOTAL AUM$94.15M39 positions
COM$63.99M68.0%
STATE STREET FIN$10.76M11.4%
ORD$5.54M5.9%
SHS$4.84M5.1%
CL B$2.20M2.3%
CAP STK CL C$2.07M2.2%
CL A$1.67M1.8%

Portfolio Concentration

Top 325.9%4–1030.5%11–2531.4%Rest12.2%TOP 1056.4%0%100%
Top 3$24.40M25.9%
4–10$28.69M30.5%
11–25$29.59M31.4%
Rest$11.47M12.2%

Top 3 weight

25.9%

Top 10 weight

56.4%

Voting Authority Distribution

Total shares with voting rights: 1.30M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

1.30M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other39
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings39
Rows:

SELECT SECTOR SPDR TR

DFND
STATE STREET FIN
Shares217.88K
TypeSH
Market value$10.76M
11.42%
Sole
0.00
Shared
217.88K
None
0.00

TRAVELERS COMPANIES INC

DFND
COM
Shares26.19K
TypeSH
Market value$7.64M
8.11%
Sole
0.00
Shared
26.19K
None
0.00

CHUBB LTD SWITZ

DFND
COM
Shares18.43K
TypeSH
Market value$6.01M
6.38%
Sole
0.00
Shared
18.43K
None
0.00

ARCH CAP GROUP LTD

DFND
ORD
Shares57.70K
TypeSH
Market value$5.54M
5.88%
Sole
0.00
Shared
57.70K
None
0.00

OLD REP INTL CORP

DFND
COM
Shares130.15K
TypeSH
Market value$5.19M
5.52%
Sole
0.00
Shared
130.15K
None
0.00

EVEREST GROUP LTD

DFND
COM
Shares13.14K
TypeSH
Market value$4.29M
4.56%
Sole
0.00
Shared
13.14K
None
0.00

BERKLEY W R CORP

DFND
COM
Shares64.05K
TypeSH
Market value$4.24M
4.51%
Sole
0.00
Shared
64.05K
None
0.00

BROADCOM INC

DFND
COM
Shares11K
TypeSH
Market value$3.40M
3.62%
Sole
0.00
Shared
11K
None
0.00

HARTFORD INSURANCE GROUP INC

DFND
COM
Shares22.39K
TypeSH
Market value$3.03M
3.22%
Sole
0.00
Shared
22.39K
None
0.00

LINCOLN NATL CORP IND

DFND
COM
Shares84.15K
TypeSH
Market value$2.99M
3.17%
Sole
0.00
Shared
84.15K
None
0.00

MARSH & MCLENNAN COS INC

DFND
COM
Shares17.22K
TypeSH
Market value$2.99M
3.17%
Sole
0.00
Shared
17.22K
None
0.00

RADIAN GROUP INC

DFND
COM
Shares90.03K
TypeSH
Market value$2.98M
3.16%
Sole
0.00
Shared
90.03K
None
0.00

GALLAGHER ARTHUR J & CO

DFND
COM
Shares13.51K
TypeSH
Market value$2.93M
3.11%
Sole
0.00
Shared
13.51K
None
0.00

WILLIS TOWERS WATSON PLC LTD

DFND
SHS
Shares9.53K
TypeSH
Market value$2.77M
2.94%
Sole
0.00
Shared
9.53K
None
0.00

HAMILTON INSURANCE GROUP LTD

DFND
CL B
Shares73.89K
TypeSH
Market value$2.20M
2.34%
Sole
0.00
Shared
73.89K
None
0.00

ALPHABET INC CLASS C

DFND
CAP STK CL C
Shares7.20K
TypeSH
Market value$2.07M
2.19%
Sole
0.00
Shared
7.20K
None
0.00

MARRIOTT INTL INC NEW

DFND
CL A
Shares5.09K
TypeSH
Market value$1.67M
1.77%
Sole
0.00
Shared
5.09K
None
0.00

OREILLY AUTOMOTIVE INC

DFND
COM
Shares18K
TypeSH
Market value$1.66M
1.76%
Sole
0.00
Shared
18K
None
0.00

TJX COS INC NEW

DFND
COM
Shares9.57K
TypeSH
Market value$1.53M
1.62%
Sole
0.00
Shared
9.57K
None
0.00

BLACKSTONE INC

DFND
COM
Shares13.20K
TypeSH
Market value$1.52M
1.61%
Sole
0.00
Shared
13.20K
None
0.00

MICROSOFT CORP

DFND
COM
Shares4.04K
TypeSH
Market value$1.50M
1.59%
Sole
0.00
Shared
4.04K
None
0.00

COREBRIDGE FINL INC

DFND
COM
Shares61.77K
TypeSH
Market value$1.47M
1.57%
Sole
0.00
Shared
61.77K
None
0.00

UNUM GROUP

DFND
COM
Shares19.80K
TypeSH
Market value$1.45M
1.54%
Sole
0.00
Shared
19.80K
None
0.00

EQUITABLE HLDGS INC

DFND
COM
Shares38.71K
TypeSH
Market value$1.44M
1.53%
Sole
0.00
Shared
38.71K
None
0.00

INTL GNRL INSURANCE HLDNGS L

DFND
SHS
Shares59.27K
TypeSH
Market value$1.44M
1.52%
Sole
0.00
Shared
59.27K
None
0.00
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