Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

NEW VERNON INVESTMENT MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

NEW VERNON INVESTMENT MANAGEMENT LLC (CIK 1500605) reported $81.7M across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TRV ($8.6M, 10.59%), CB ($6.3M, 7.69%), AON ($5.8M, 7.10%), WRB ($4.5M, 5.53%), AJG ($4.5M, 5.46%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1TRVTRAVELERS COMPANIES INC$8.6M10.59%26,189Hold
2CBCHUBB LTD SWITZ$6.3M7.69%18,432Hold
3AONAON PLC$5.8M7.10%17,486New
4WRBBERKLEY W R CORP$4.5M5.53%64,046Hold
5AJGGALLAGHER ARTHUR J & CO$4.5M5.46%19,403Added
6ACGLARCH CAP GROUP LTD$4.0M4.94%41,550Trimmed
7RDNRADIAN GROUP INC$3.4M4.15%90,031Hold
8AVGOBROADCOM INC$3.2M3.97%8,585Trimmed
9HIGHARTFORD INSURANCE GROUP INC$3.0M3.63%22,387Hold
10ORIOLD REP INTL CORP$2.7M3.26%65,077Trimmed
11CRBGCOREBRIDGE FINL INC$2.7M3.25%92,659Added
12EQHEQUITABLE HLDGS INC$2.5M3.12%58,065Added
13GOOGALPHABET INC CLASS C$2.5M3.12%7,200Hold
14LNCLINCOLN NATL CORP IND$2.2M2.73%63,115Trimmed
15MARMARRIOTT INTL INC NEW$1.9M2.31%5,095Hold
16MSMORGAN STANLEY$1.8M2.19%8,550Hold
17UNMUNUM GROUP$1.8M2.17%19,796Hold
18ORLYOREILLY AUTOMOTIVE INC$1.7M2.03%18,000Hold
19IGICINTL GNRL INSURANCE HLDNGS L$1.6M1.90%59,267Hold
20BXBLACKSTONE INC$1.6M1.90%13,201Hold
21MSFTMICROSOFT CORP$1.5M1.85%4,042Hold
22TJXTJX COS INC NEW$1.5M1.78%9,575Hold
23PGRPROGRESSIVE CORP$1.4M1.74%6,502New
24JPMJPMORGAN CHASE & CO$1.4M1.70%4,253Hold
25UBERUBER TECHNOLOGIES INC$1.2M1.50%17,000Hold

Source: SEC Form 13F filings · as of 2026-06-30