NEW VERNON INVESTMENT MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
Highland Park, IL
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
39
Total value ($000)
$94,152
Net value change ($000)
-8,537 (-8.3%)
New positions
6
Sold out positions
4
Turnover %
42.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XLF 10,757 NEW
CB 6,008 NEW
WRB 4,245 NEW
AJG 2,926 NEW
EG 2,065 92.6%
ACGL 1,997 56.4%
CRBG 1,474 NEW
UNM 1,446 NEW
HG 142 6.9%
EPD 94 18.0%
Top Reduces (Value $000, Stocks/ETFs)
AIG -5,602 -100.0%
LNC -3,876 -56.5%
AFG -3,586 -100.0%
RDN -3,502 -54.0%
WTW -3,494 -55.8%
MRSH -3,403 -53.3%
EQH -3,345 -69.9%
HIG -3,125 -50.8%
TRV -2,994 -28.2%
XOM -2,389 -100.0%
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