NV

New Vernon Investment Management LLC

Sector-focusedContrarianDiversified strategy

Total reported value

$94.2M

Reporting period: 2026-03-31 · Number of holdings: 39

NEW VERNON INVESTMENT MANAGEMENT LLC disclosed 39 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $94.2M and a quarterly turnover rate of 72.4%.

Personality snowflake

Concentration
18.43
Portfolio Stability
72.38
Momentum/Contrarian
0
Sector conviction
100
Diversification
78
Sizing Uniformity
90.96

Recent moves

  • Trim LNC

    -45.4%　-$3.9M

  • Trim WTW

    -50.0%　-$3.5M

  • Trim RDN

    -50.0%　-$3.5M

  • Trim EQH

    -61.4%　-$3.3M

  • Trim MRSH

    -50.0%　-$3.4M

  • Trim HIG

    -49.9%　-$3.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1XLFSs Financial Select SectorETF-Other11.42%+11.42%NEW
2TRVTravelers Cos Inc/theStock-Financials8.11%-2.24%-28.56%
3CBChubb LimitedStock-Financials6.38%+6.38%NEW
4ACGLArch Capital Group Ltd.Stock-Financials5.88%+2.43%+56.27%
5ORIOld Republic Intl CORPStock-Financials5.52%-0.26%+0.09%
6EGEverest Group, Ltd.Stock-Financials4.56%+2.39%+100.00%
7WRBWr Berkley CORPStock-Financials4.51%+4.51%NEW
8AVGOBroadcom INCStock-Tech3.62%-0.09%—
9HIGHartford Insurance Group INCStock-Financials3.22%-2.77%-49.85%
10LNCLincoln National CORPStock-Financials3.17%-3.51%-45.39%
11MRSHMarsh & Mclennan CosStock-Financials3.17%-3.05%-50.00%
12RDNRadian Group INCStock-Financials3.16%-3.15%-50.00%
13AJGArthur J Gallagher & CoStock-Financials3.11%+3.11%NEW
14WTWWillis Towers Watson Public Limited CompanyStock-Financials2.94%-3.16%-50.00%
15✓ Hamilton Insurance Group LTDStock-Other2.34%+0.33%—
16GOOGAlphabet Inc-cl CStock-Comm Services2.19%-0.01%—
17MARMarriott International -cl AStock-Consumer Disc1.77%+0.23%—
18ORLYO'reilly Automotive INCStock-Consumer Disc1.76%+0.16%—
19TJXTjx Companies INCStock-Consumer Disc1.62%+0.19%—
20BXBlackstone INCStock-Financials1.61%-0.37%—
21MSFTMicrosoft CORPStock-Tech1.59%-0.31%—
22CRBGCorebridge Financial INCStock-Financials1.57%+1.57%NEW
23UNMUnum GroupStock-Financials1.54%+1.54%NEW
24EQHEquitable Holdings INCStock-Financials1.53%-3.13%-61.42%
25✓ Intl Gnrl Insurance Hldngs LStock-Other1.52%+0.07%—
26MSMorgan StanleyStock-Financials1.49%+0.01%—
27JPMJpmorgan Chase & CoStock-Financials1.33%——
28UBERUber Technologies INCStock-Industrials1.30%-0.05%—
29AMZNAmazon.com INCStock-Consumer Disc1.06%-0.02%—
30HDHome Depot INCStock-Consumer Disc0.87%+0.03%—
31NVDANvidia CORPStock-Tech0.83%+0.02%—
32UNPUnion Pacific CORPStock-Industrials0.77%+0.10%—
33SYKStryker CORPStock-Healthcare0.75%+0.01%—
34NUNu Holdings Ltd.Stock-Financials0.75%-0.05%—
35DDIDoubledown Interactive -adrStock-Other0.68%+0.04%—
36MDTMedtronic plcStock-Healthcare0.67%-0.01%—
37EPDEnterprise Products PartnersStock-Energy0.65%+0.14%—
38ABTAbbott LaboratoriesStock-Healthcare0.65%-0.07%—
39NVONovo-nordisk A/s-spons AdrStock-Healthcare0.36%-0.09%—

Holding changes this quarter

New Vernon Investment Management LLC's most significant position changes for 2026-03-31: New buy: Ss Financial Select Sector (XLF); New buy: Chubb Limited (CB); Sold out: American International Group (AIG); New buy: Wr Berkley CORP (WRB); Sold out: American Financial Group INC (AFG).

Position changes disclosed by New Vernon Investment Management LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1ACGLArch Capital Group Ltd.+2.4%+56.27%Add
2EGEverest Group, Ltd.+2.4%+100.00%Add
3✓ Hamilton Insurance Group LTD+0.3%—Unchanged
4MARMarriott International -cl A+0.2%—Unchanged
5TJXTjx Companies INC+0.2%—Unchanged
6ORLYO'reilly Automotive INC+0.2%—Unchanged
7EPDEnterprise Products Partners+0.1%—Unchanged
8UNPUnion Pacific CORP+0.1%—Unchanged
9✓ Intl Gnrl Insurance Hldngs L+0.1%—Unchanged
10DDIDoubledown Interactive -adr0%—Unchanged
11HDHome Depot INC0%—Unchanged
12NVDANvidia CORP0%—Unchanged
13MSMorgan Stanley0%—Unchanged
14SYKStryker CORP0%—Unchanged
15JPMJpmorgan Chase & Co——Unchanged
16GOOGAlphabet Inc-cl C0%—Unchanged
17MDTMedtronic plc0%—Unchanged
18AMZNAmazon.com INC0%—Unchanged
19UBERUber Technologies INC-0.1%—Unchanged
20NUNu Holdings Ltd.-0.1%—Unchanged
21ABTAbbott Laboratories-0.1%—Unchanged
22AVGOBroadcom INC-0.1%—Unchanged
23NVONovo-nordisk A/s-spons Adr-0.1%—Unchanged
24ORIOld Republic Intl CORP-0.3%+0.09%Add
25MSFTMicrosoft CORP-0.3%—Unchanged
26BXBlackstone INC-0.4%—Unchanged
27TRVTravelers Cos Inc/the-2.2%-28.56%Trim
28HIGHartford Insurance Group INC-2.8%-49.85%Trim
29MRSHMarsh & Mclennan Cos-3.1%-50.00%Trim
30EQHEquitable Holdings INC-3.1%-61.42%Trim
31RDNRadian Group INC-3.2%-50.00%Trim
32WTWWillis Towers Watson Public Limited Company-3.2%-50.00%Trim
33LNCLincoln National CORP-3.5%-45.39%Trim
34XLFSs Financial Select Sector—NEWNew buy
35CBChubb Limited—NEWNew buy
36AIGAmerican International Group—EXITSold out
37WRBWr Berkley CORP—NEWNew buy
38AFGAmerican Financial Group INC—EXITSold out
39AJGArthur J Gallagher & Co—NEWNew buy
40XOMExxon Mobil CORP—EXITSold out
41CRBGCorebridge Financial INC—NEWNew buy
42UNMUnum Group—NEWNew buy
43SLDESlide Insurance Holdings INC—EXITSold out

FAQ

What is New Vernon Investment Management LLC and what type of investor is it?
New Vernon Investment Management LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $94.2M, spread across 39 disclosed positions.
What are New Vernon Investment Management LLC's largest equity positions?
Based on the latest 13F filing, New Vernon Investment Management LLC's top holdings by market value are: 1. Ss Financial Select Sector (XLF) — $10.8M (11.4%) 2. Travelers Cos Inc/the (TRV) — $7.6M (8.1%) 3. Chubb Limited (CB) — $6.0M (6.4%) 4. Arch Capital Group Ltd. (ACGL) — $5.5M (5.9%) 5. Old Republic Intl CORP (ORI) — $5.2M (5.5%)
What changes did New Vernon Investment Management LLC make in its most recent portfolio filing?
In the latest reported quarter, New Vernon Investment Management LLC made 20 notable position adjustments: 6 new positions were initiated, 3 existing holdings were added to, 7 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Ss Financial Select Sector (XLF); New buy: Chubb Limited (CB); Sold out: American International Group (AIG); New buy: Wr Berkley CORP (WRB); Sold out: American Financial Group INC (AFG)
What sectors does New Vernon Investment Management LLC focus on?
New Vernon Investment Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 75.6% • Consumer Discretionary: 8.4% • Information Technology: 7.2% • Health Care: 2.9% • Communication Services: 2.6% • Industrials: 2.5%