NEW VERNON INVESTMENT MANAGEMENT LLC

Highland Park, IL · CIK 1500605 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityNew Vernon Investment Management LLC (US)

Others nearbyHighland Park, IL

$81.7m reported value -13.3% vs Q1 2026

37positions

56.3%in top 10

5 new 3 added 4 reduced 7 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

New Vernon Capital Holdings II LLC – files its own report too

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TRAVELERS COMPANIES INC COM TRV	TRV	26,189	$8.6m10.59%	10.59%	Unchanged
2	CHUBB LIMITED COM CB	CB	18,432	$6.3m7.69%	7.69%	Unchanged
3	AON PLC SHS CL A AON	AON	17,486	$5.8m7.10%	7.10%	New
4	BERKLEY W R CORP COM WRB	WRB	64,046	$4.5m5.53%	5.53%	Unchanged
5	GALLAGHER ARTHUR J & CO COM AJG	AJG	19,403	$4.5m5.46%	5.46%	Added +5.9k	+5,895 43.6%
6	ARCH CAP GROUP LTD ORD ACGL	ACGL	41,550	$4.0m4.94%	4.94%	Reduced -16.1k	-16,145 -28.0%
7	RADIAN GROUP INC COM RDN	RDN	90,031	$3.4m4.15%	4.15%	Unchanged
8	BROADCOM INC COM AVGO	AVGO	8,585	$3.2m3.97%	3.97%	Reduced -2.4k	-2,415 -21.9%
9	HARTFORD INSURANCE GROUP INC COM HIG	HIG	22,387	$3.0m3.63%	3.63%	Unchanged
10	OLD REP INTL CORP COM ORI	ORI	65,077	$2.7m3.26%	3.26%	Reduced -65.1k	-65,077 -50.0%
11	COREBRIDGE FINL INC COM CRBG	CRBG	92,659	$2.7m3.25%	3.25%	Added +30.9k	+30,887 50.0%
12	EQUITABLE HLDGS INC COM EQH	EQH	58,065	$2.5m3.12%	3.12%	Added +19.4k	+19,355 50.0%
13	ALPHABET INC CAP STK CL C GOOG	GOOG	7,200	$2.5m3.12%	3.12%	Unchanged
14	LINCOLN NATL CORP IND COM LNC	LNC	63,115	$2.2m2.73%	2.73%	Reduced -21.0k	-21,039 -25.0%
15	MARRIOTT INTL INC NEW CL A MAR	MAR	5,095	$1.9m2.31%	2.31%	Unchanged
16	MORGAN STANLEY COM NEW MS	MS	8,550	$1.8m2.19%	2.19%	Unchanged
17	UNUM GROUP COM UNM	UNM	19,796	$1.8m2.17%	2.17%	Unchanged
18	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	18,000	$1.7m2.03%	2.03%	Unchanged
19	BLACKSTONE INC COM BX	BX	13,201	$1.6m1.90%	1.90%	Unchanged
20	INTL GNRL INSURANCE HLDNGS L SHS IGIC	IGIC	59,267	$1.6m1.90%	1.90%	Unchanged
21	MICROSOFT CORP COM MSFT	MSFT	4,042	$1.5m1.85%	1.85%	Unchanged
22	TJX COS INC NEW COM TJX	TJX	9,575	$1.5m1.78%	1.78%	Unchanged
23	PROGRESSIVE CORP COM PGR	PGR	6,502	$1.4m1.74%	1.74%	New
24	JPMORGAN CHASE & CO COM JPM	JPM	4,253	$1.4m1.70%	1.70%	Unchanged
25	UBER TECHNOLOGIES INC COM UBER	UBER	17,000	$1.2m1.50%	1.50%	Unchanged
26	AMAZON COM INC COM AMZN	AMZN	4,809	$1.1m1.40%	1.40%	Unchanged
27	NVIDIA CORPORATION COM NVDA	NVDA	4,484	$897.2k1.10%	1.10%	Unchanged
28	HOME DEPOT INC COM HD	HD	2,500	$881.7k1.08%	1.08%	Unchanged
29	UNION PAC CORP COM UNP	UNP	2,985	$811.9k0.99%	0.99%	Unchanged
30	UNITED AIRLS HLDGS INC COM UAL	UAL	5,515	$750.0k0.92%	0.92%	New
31	STRYKER CORPORATION COM SYK	SYK	2,160	$680.1k0.83%	0.83%	Unchanged
32	NU HLDGS LTD ORD SHS CL A NU	NU	49,324	$659.0k0.81%	0.81%	Unchanged
33	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	16,271	$598.1k0.73%	0.73%	Unchanged
34	EATON CORP PLC SHS ETN	ETN	1,340	$571.0k0.70%	0.70%	New
35	ABBOTT LABS COM ABT	ABT	5,918	$537.0k0.66%	0.66%	Unchanged
36	SEA LTD SPONSORD ADS SE	SE	5,350	$512.7k0.63%	0.63%	New
37	NOVO-NORDISK A S ADR NVO	NVO	9,100	$436.3k0.53%	0.53%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SELECT SECTOR SPDR TR XLF	XLF	217,879	$10.8m217.9k shares
EVEREST GROUP LTD EG	EG	13,136	$4.3m13.1k shares
MARSH & MCLENNAN COS INC MRSH	MRSH	17,221	$3.0m17.2k shares
WILLIS TOWERS WATSON PLC LTD WTW	WTW	9,533	$2.8m9.5k shares
HAMILTON INSURANCE GROUP LTD HG	HG	73,891	$2.2m73.9k shares
DOUBLEDOWN INTERACTIVE CO LT DDI	DDI	76,250	$644.3k76.2k shares
MEDTRONIC PLC MDT	MDT	7,313	$633.7k7.3k shares