New Vernon Investment Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$94.2M
Q ending 2026-03-31
Prior quarter
$102.7M
Q ending 2025-12-31
Change
-8.3% QoQ · +25.9% YoY
Positions
39
reported holdings
Largest positions
All 39 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Select Sector Spdr Tr | XLF | Shares | $10.8M | 218K |
| Travelers Companies Inc | TRV | Shares | $7.6M | 26K |
| Chubb Ltd Switz | Shares | $6.0M | 18K | |
| Arch Cap Group Ltd | Shares | $5.5M | 58K | |
| Old Rep Intl Corp | ORI | Shares | $5.2M | 130K |
| Everest Group Ltd | Shares | $4.3M | 13K | |
| Berkley W R Corp | WRB | Shares | $4.2M | 64K |
| Broadcom Inc | AVGO | Shares | $3.4M | 11K |
| Hartford Insurance Group Inc | HIG | Shares | $3.0M | 22K |
| Lincoln Natl Corp Ind | LNC | Shares | $3.0M | 84K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $3.0M | 17K |
| Radian Group Inc | RDN | Shares | $3.0M | 90K |
| Gallagher Arthur J & Co | AJG | Shares | $2.9M | 14K |
| Willis Towers Watson Plc Ltd | Shares | $2.8M | 10K | |
| Hamilton Insurance Group Ltd | Shares | $2.2M | 74K | |
| Alphabet Inc Class C | GOOG | Shares | $2.1M | 7K |
| Marriott Intl Inc New | MAR | Shares | $1.7M | 5K |
| Oreilly Automotive Inc | ORLY | Shares | $1.7M | 18K |
| Tjx Cos Inc New | TJX | Shares | $1.5M | 10K |
| Blackstone Inc | BX | Shares | $1.5M | 13K |
| Microsoft Corp | MSFT | Shares | $1.5M | 4K |
| Corebridge Finl Inc | CRBG | Shares | $1.5M | 62K |
| Unum Group | UNM | Shares | $1.4M | 20K |
| Equitable Hldgs Inc | EQH | Shares | $1.4M | 39K |
| Intl Gnrl Insurance Hldngs L | Shares | $1.4M | 59K | |
| Morgan Stanley | MS | Shares | $1.4M | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $1.3M | 4K |
| Uber Technologies Inc | UBER | Shares | $1.2M | 17K |
| Amazon Com Inc | AMZN | Shares | $1.0M | 5K |
| Home Depot Inc | HD | Shares | $822K | 3K |
| Nvidia Corporation | NVDA | Shares | $782K | 4K |
| Union Pac Corp | UNP | Shares | $724K | 3K |
| Stryker Corporation | SYK | Shares | $710K | 2K |
| Nu Hldgs Ltd | Shares | $709K | 49K | |
| Doubledown Interactive Co Lt | DDI | Shares | $644K | 76K |
| Medtronic Plc | Shares | $634K | 7K | |
| Enterprise Prods Partners L | EPD | Shares | $616K | 16K |
| Abbott Labs | ABT | Shares | $608K | 6K |
| Novo-Nordisk A S | NVO | Shares | $334K | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.