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The Analysis of NEW VERNON INVESTMENT MANAGEMENT LLC's Holdings & P&L

Currently, NEW VERNON INVESTMENT MANAGEMENT LLC holds 39 types of securities in its portfolio with a total value $94.2M. In the most recent quarter, they have increased their positions in XLF (+217.9K shares, valued at $10.8M), CB (+18.4K shares, valued at $6.0M), WRB (+64.0K shares, valued at $4.2M); decreased their positions in TRV (-10.5K shares, valued at $3.1M), HIG (-22.3K shares, valued at $3.0M), MMC (-17.2K shares, valued at $3.0M); initiated new positions in XLF (+217.9K shares, valued at $10.8M), CB (+18.4K shares, valued at $6.0M), WRB (+64.0K shares, valued at $4.2M).

1M P&L

+6.1M+7.03%

3M P&L

+7.4M+8.71%

HY P&L

+3.0M+3.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Insurance - Property & Casualty26.1M

30.2%

2N/A10.8M

12.4%

3Insurance Brokers8.7M

10.0%

Top Industries by Stock Count

1Insurance - Property & Casualty5 stocks

14.3%

2Insurance Brokers3 stocks

8.6%

3Medical Devices2 stocks

5.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XLF SELECT SECTOR SPDR TR217.9K sharesnew addition2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC26.2K shares-28.56%2026-03-312026-05-15

CB CHUBB LTD SWITZ18.4K sharesnew addition2026-03-312026-05-15

ACGL ARCH CAP GROUP LTD57.7K shares56.27%2026-03-312026-05-15

ORI OLD REP INTL CORP130.2K shares0.09%2026-03-312026-05-15

EG EVEREST GROUP LTD13.1K shares100.00%2026-03-312026-05-15

WRB BERKLEY W R CORP64.0K sharesnew addition2026-03-312026-05-15

BROADCOM INC BROADCOM INC11.0K shares0.00%2026-03-312026-05-15

Sponsored

HIG HARTFORD INSURANCE GROUP INC22.4K shares-49.85%2026-03-312026-05-15

LNC LINCOLN NATL CORP IND84.2K shares-45.39%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC17.2K shares-50.00%2026-03-312026-05-15

RDN RADIAN GROUP INC90.0K shares-50.00%2026-03-312026-05-15

AJG GALLAGHER ARTHUR J & CO13.5K sharesnew addition2026-03-312026-05-15

WTW WILLIS TOWERS WATSON PLC LTD9.5K shares-50.00%2026-03-312026-05-15

HG HAMILTON INSURANCE GROUP LTD73.9K shares0.00%2026-03-312026-05-15

ALPHABET INC CLASS C ALPHABET INC CLASS C7.2K shares0.00%2026-03-312026-05-15

Sponsored

MAR MARRIOTT INTL INC NEW5.1K shares0.00%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC18.0K shares0.00%2026-03-312026-05-15

TJX TJX COS INC NEW9.6K shares0.00%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC13.2K shares0.00%2026-03-312026-05-15

MSFT MICROSOFT CORP4.0K shares0.00%2026-03-312026-05-15

CRBG COREBRIDGE FINL INC61.8K sharesnew addition2026-03-312026-05-15

UNM UNUM GROUP19.8K sharesnew addition2026-03-312026-05-15

EQH EQUITABLE HLDGS INC38.7K shares-61.42%2026-03-312026-05-15

Sponsored

IGIC INTL GNRL INSURANCE HLDNGS L59.3K shares0.00%2026-03-312026-05-15

MS MORGAN STANLEY8.6K shares0.00%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO4.3K shares0.00%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC17.0K shares0.00%2026-03-312026-05-15

AMZN AMAZON COM INC4.8K shares0.00%2026-03-312026-05-15

HD HOME DEPOT INC2.5K shares0.00%2026-03-312026-05-15

NVDA NVIDIA CORPORATION4.5K shares0.00%2026-03-312026-05-15

UNP UNION PAC CORP3.0K shares0.00%2026-03-312026-05-15

Sponsored

SYK STRYKER CORPORATION2.2K shares0.00%2026-03-312026-05-15

NU NU HLDGS LTD49.3K shares0.00%2026-03-312026-05-15

DDI DOUBLEDOWN INTERACTIVE CO LT76.3K shares0.00%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC7.3K shares0.00%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L16.3K shares0.00%2026-03-312026-05-15

ABT ABBOTT LABS5.9K shares0.00%2026-03-312026-05-15

NVO NOVO-NORDISK A S9.1K shares0.00%2026-03-312026-05-15

XLF

SELECT SECTOR SPDR TR

New

Shares217.9K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

-28.56%

Shares26.2K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

New

Shares18.4K

Event2026-03-31

Filed2026-05-15

ACGL

ARCH CAP GROUP LTD

56.27%

Shares57.7K

Event2026-03-31

Filed2026-05-15

ORI

OLD REP INTL CORP

0.09%

Shares130.2K

Event2026-03-31

Filed2026-05-15

EVEREST GROUP LTD

100.00%

Shares13.1K

Event2026-03-31

Filed2026-05-15

WRB

BERKLEY W R CORP

New

Shares64.0K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-15

HIG

HARTFORD INSURANCE GROUP INC

-49.85%

Shares22.4K

Event2026-03-31

Filed2026-05-15

LNC

LINCOLN NATL CORP IND

-45.39%

Shares84.2K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN COS INC

-50.00%

Shares17.2K

Event2026-03-31

Filed2026-05-15

RDN

RADIAN GROUP INC

-50.00%

Shares90.0K

Event2026-03-31

Filed2026-05-15

AJG

GALLAGHER ARTHUR J & CO

New

Shares13.5K

Event2026-03-31

Filed2026-05-15

WTW

WILLIS TOWERS WATSON PLC LTD

-50.00%

Shares9.5K

Event2026-03-31

Filed2026-05-15

HAMILTON INSURANCE GROUP LTD

0.00%

Shares73.9K

Event2026-03-31

Filed2026-05-15

ALPHABET INC CLASS C

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares18.0K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

0.00%

Shares13.2K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-15

CRBG

COREBRIDGE FINL INC

New

Shares61.8K

Event2026-03-31

Filed2026-05-15

UNM

UNUM GROUP

New

Shares19.8K

Event2026-03-31

Filed2026-05-15

EQH

EQUITABLE HLDGS INC

-61.42%

Shares38.7K

Event2026-03-31

Filed2026-05-15

IGIC

INTL GNRL INSURANCE HLDNGS L

0.00%

Shares59.3K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

0.00%

Shares17.0K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-15

NU HLDGS LTD

0.00%

Shares49.3K

Event2026-03-31

Filed2026-05-15

DDI

DOUBLEDOWN INTERACTIVE CO LT

0.00%

Shares76.3K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares16.3K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABS

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-15

NVO

NOVO-NORDISK A S

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available