NEW VERNON INVESTMENT MANAGEMENT LLC

Q3 2025 13F-HR Holdings

Location
Highland Park, IL
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
40
Total value ($000)
$107,154
Net value change ($000)
+21,197 (24.7%)
New positions
7
Sold out positions
2
Turnover %
24.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RDN 6,522 NEW
CB 5,006 NEW
AFG 3,824 NEW
ORI 3,682 NEW
TJX 1,384 NEW
MAR 1,327 NEW
LNC 883 16.6%
AVGO 597 19.7%
NVO 505 NEW
GOOGL 477 37.4%
Top Reduces (Value $000, Stocks/ETFs)
PLMR -3,061 -100.0%
PGR -558 -7.5%
EQH -534 -9.5%
CRBG -370 -9.7%
FIHL -355 -100.0%
MRSH -294 -7.8%
AIG -230 -8.2%
AJG -126 -3.2%
SYK -57 -6.7%
IGIC -49 -3.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type