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NEW VERNON INVESTMENT MANAGEMENT LLC

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13F filer, CIK 1500605, Highland Park, IL

NEW VERNON INVESTMENT MANAGEMENT LLC reported $94,152,250 across 39 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 56.39% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001500605-26-000008

Period
2026-03-31
Reported value
$94.2M
Holdings
39
Top 10 weight
56.39%
New
6
Sold out
4

Part of the filer group New Vernon Capital Holdings II LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XLFnew+217,879$10.8M
CBnew+18,432$6.01M
WRBnew+64,046$4.24M
AJGnew+13,508$2.93M
EGadded+6,568$2.15M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AIGexited-65,484-$5.6M
AFGexited-26,240-$3.59M
TRVreduced-10,470-$3.05M
HIGreduced-22,256-$3.01M
MRSHreduced-17,221-$2.99M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001500605-26-000008, largest first. % of portfolio is the value over $94,152,250, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 217,879 shares 217,879$10.8M11.42%newTimeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,505 shares; 2024Q4: 2,985 shares; 2025Q1: 11,735 shares; 2025Q2: 20,043 shares; 2025Q3: 20,043 shares; 2025Q4: 36,659 shares; 2026Q1: 26,189 shares 26,189$7.64M8.11%-10,470Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,071 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,735 shares; 2025Q4: not reported; 2026Q1: 18,432 shares 18,432$6.01M6.38%newTimeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,542 shares; 2024Q4: 36,920 shares; 2025Q1: 36,920 shares; 2025Q2: 36,920 shares; 2025Q3: 36,920 shares; 2025Q4: 36,920 shares; 2026Q1: 57,695 shares 57,695$5.54M5.88%+20,775Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,695 shares; 2025Q4: 130,043 shares; 2026Q1: 130,154 shares 130,154$5.19M5.52%+111Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,757 shares; 2024Q4: 19,850 shares; 2025Q1: 6,568 shares; 2025Q2: 6,568 shares; 2025Q3: 6,568 shares; 2025Q4: 6,568 shares; 2026Q1: 13,136 shares 13,136$4.29M4.56%+6,568Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,470 shares; 2024Q4: 13,201 shares; 2025Q1: 46,103 shares; 2025Q2: 92,206 shares; 2025Q3: 92,206 shares; 2025Q4: not reported; 2026Q1: 64,046 shares 64,046$4.24M4.51%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 88,047 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000$3.4M3.62%0Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,524 shares; 2024Q4: 2,500 shares; 2025Q1: 44,643 shares; 2025Q2: 44,643 shares; 2025Q3: 44,643 shares; 2025Q4: 44,643 shares; 2026Q1: 22,387 shares 22,387$3.03M3.22%-22,256Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,338 shares; 2024Q4: 17,221 shares; 2025Q1: not reported; 2025Q2: 154,110 shares; 2025Q3: 154,110 shares; 2025Q4: 154,110 shares; 2026Q1: 84,154 shares 84,154$2.99M3.17%-69,956Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,313 shares; 2025Q1: 17,221 shares; 2025Q2: 17,221 shares; 2025Q3: 17,221 shares; 2025Q4: 34,442 shares; 2026Q1: 17,221 shares 17,221$2.99M3.17%-17,221Timeline
RDNRADIAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,062 shares; 2025Q4: 180,062 shares; 2026Q1: 90,031 shares 90,031$2.98M3.16%-90,031Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,282 shares; 2024Q4: 73,891 shares; 2025Q1: 24,282 shares; 2025Q2: 12,141 shares; 2025Q3: 12,141 shares; 2025Q4: not reported; 2026Q1: 13,508 shares 13,508$2.93M3.11%newTimeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,066 shares; 2026Q1: 9,533 shares 9,533$2.77M2.94%-9,533Timeline
HGHAMILTON INSURANCE GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,522 shares; 2024Q4: 44,643 shares; 2025Q1: 73,891 shares; 2025Q2: 73,891 shares; 2025Q3: 73,891 shares; 2025Q4: 73,891 shares; 2026Q1: 73,891 shares 73,891$2.2M2.34%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares 7,200$2.07M2.19%0Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,095 shares; 2025Q4: 5,095 shares; 2026Q1: 5,095 shares 5,095$1.67M1.77%0Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 6,615 shares; 2025Q1: 1,200 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000$1.66M1.76%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,575 shares; 2025Q4: 9,575 shares; 2026Q1: 9,575 shares 9,575$1.53M1.62%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,201 shares; 2024Q4: 11,000 shares; 2025Q1: 13,201 shares; 2025Q2: 13,201 shares; 2025Q3: 13,201 shares; 2025Q4: 13,201 shares; 2026Q1: 13,201 shares 13,201$1.52M1.61%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 8,550 shares; 2025Q1: 4,042 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares; 2025Q4: 4,042 shares; 2026Q1: 4,042 shares 4,042$1.5M1.59%0Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,396 shares; 2024Q4: 16,271 shares; 2025Q1: 67,858 shares; 2025Q2: 107,187 shares; 2025Q3: 107,187 shares; 2025Q4: not reported; 2026Q1: 61,772 shares 61,772$1.47M1.57%newTimeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,796 shares 19,796$1.45M1.54%newTimeline
EQHEQUITABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,488 shares; 2024Q4: 6,568 shares; 2025Q1: 89,799 shares; 2025Q2: 100,349 shares; 2025Q3: 100,349 shares; 2025Q4: 100,349 shares; 2026Q1: 38,710 shares 38,710$1.44M1.53%-61,639Timeline
IGICINTL GNRL INSURANCE HLDNGS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,023 shares; 2024Q4: 4,253 shares; 2025Q1: 59,267 shares; 2025Q2: 59,267 shares; 2025Q3: 59,267 shares; 2025Q4: 59,267 shares; 2026Q1: 59,267 shares 59,267$1.44M1.52%0Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,550 shares; 2024Q4: 27,624 shares; 2025Q1: 8,550 shares; 2025Q2: 8,550 shares; 2025Q3: 8,550 shares; 2025Q4: 8,550 shares; 2026Q1: 8,550 shares 8,550$1.41M1.49%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 112,729 shares; 2025Q1: 4,253 shares; 2025Q2: 4,253 shares; 2025Q3: 4,253 shares; 2025Q4: 4,253 shares; 2026Q1: 4,253 shares 4,253$1.25M1.33%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000$1.22M1.3%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,809 shares; 2024Q4: 4,809 shares; 2025Q1: 4,809 shares; 2025Q2: 4,809 shares; 2025Q3: 4,809 shares; 2025Q4: 4,809 shares; 2026Q1: 4,809 shares 4,809$1M1.06%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 59,267 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500$822K0.87%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,484 shares; 2025Q3: 4,484 shares; 2025Q4: 4,484 shares; 2026Q1: 4,484 shares 4,484$782K0.83%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 46,103 shares; 2025Q1: 2,985 shares; 2025Q2: 2,985 shares; 2025Q3: 2,985 shares; 2025Q4: 2,985 shares; 2026Q1: 2,985 shares 2,985$724K0.77%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 19,300 shares; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,160 shares 2,160$710K0.75%0Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,624 shares; 2024Q4: 5,700 shares; 2025Q1: 49,324 shares; 2025Q2: 49,324 shares; 2025Q3: 49,324 shares; 2025Q4: 49,324 shares; 2026Q1: 49,324 shares 49,324$709K0.75%0Timeline
DDIDOUBLEDOWN INTERACTIVE CO LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,000 shares; 2025Q3: 52,000 shares; 2025Q4: 76,250 shares; 2026Q1: 76,250 shares 76,250$644K0.68%0Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,313 shares; 2024Q4: 29,613 shares; 2025Q1: 7,313 shares; 2025Q2: 7,313 shares; 2025Q3: 7,313 shares; 2025Q4: 7,313 shares; 2026Q1: 7,313 shares 7,313$634K0.67%0Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,271 shares; 2024Q4: 164,976 shares; 2025Q1: 16,271 shares; 2025Q2: 16,271 shares; 2025Q3: 16,271 shares; 2025Q4: 16,271 shares; 2026Q1: 16,271 shares 16,271$616K0.65%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 5,918 shares; 2025Q1: 5,918 shares; 2025Q2: 5,918 shares; 2025Q3: 5,918 shares; 2025Q4: 5,918 shares; 2026Q1: 5,918 shares 5,918$608K0.65%0Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 9,100 shares 9,100$334K0.36%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AIGAMERICAN INTL GROUP INC65,484$5.6Mshares
AFGAMERICAN FINANCIAL GROUP INC26,240$3.59Mshares
XOMEXXON MOBIL CORP19,850$2.39Mshares
SLDESLIDE INS HLDGS INC56,362$1.1Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001500605-26-000008 base2026-05-15acceptance time not in the bulk data set