NEW VERNON INVESTMENT MANAGEMENT LLC

Q4 2025 13F-HR Holdings

Location
Highland Park, IL
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$102,689
Net value change ($000)
-4,465 (-4.2%)
New positions
2
Sold out positions
5
Turnover %
32.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
WTW 6,265 NEW
TRV 5,037 90.0%
AIG 3,030 117.8%
MRSH 2,919 84.1%
ORI 2,253 61.2%
SLDE 1,098 NEW
LNC 648 10.4%
GOOGL 505 28.8%
MAR 254 19.1%
HG 230 12.6%
Top Reduces (Value $000, Stocks/ETFs)
WRB -7,065 -100.0%
PGR -6,923 -100.0%
CB -5,006 -100.0%
AJG -3,761 -100.0%
CRBG -3,435 -100.0%
EQH -314 -6.2%
ORLY -299 -15.4%
UBER -276 -16.6%
AFG -238 -6.2%
BX -220 -9.8%
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