NEW VERNON INVESTMENT MANAGEMENT LLC
SEC Form 13F institutional filer · CIK 0001500605
13F-HR · 28 reported holdings · 2026-03-31
Reported long-US-equity value
$0.07B
Top-10 concentration
68.5%
NEW VERNON INVESTMENT MANAGEMENT LLC — $74.2M AUM allocation strategy
NEW VERNON INVESTMENT MANAGEMENT LLC files SEC Form 13F and reports $74.2M of long US equity value across 28 reported holdings for 2026-03-31.
Its largest sector bet is Financials 60.8%, followed by Information Technology 6.6% and Consumer Discretionary 6.6%.
The top 10 holdings account for 69% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
NEW VERNON INVESTMENT MANAGEMENT LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$74.2M
total across 28 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
69% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$HIG −22.3K sh · −$3.12M−$MRSH −17.2K sh · −$3.4M−$TRV −10.5K sh · −$2.99M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Property & Casualty Insurance35.7%—
- Insurance Brokers11.7%—
- Reinsurance5.7%—
- Semiconductors4.6%—
- Interactive Media & Services2.8%—
- Hotels, Resorts & Cruise Lines2.3%—
- Automotive Retail2.3%—
- Apparel Retail2.1%—
- Other holdings32.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $TRV | The Travelers Companies Inc | 26.2K | $7.64M | -10.5K | 10.3% |
| $CB | Chubb Limited | 18.4K | $6.01M | — | 8.1% |
| $ACGL | Arch Capital Group Ltd | 57.7K | $5.54M | +20.8K | 7.5% |
| $EG | Everest Group Ltd | 13.1K | $4.29M | +6.57K | 5.8% |
| $WRB | W.R. Berkley Corporation | 64K | $4.24M | — | 5.7% |
| $AVGO | Broadcom Inc | 11K | $3.4M | +0 | 4.6% |
| $HIG | The Hartford Insurance Group Inc | 22.4K | $3.03M | -22.3K | 4.1% |
| $MRSH | Marsh | 17.2K | $2.99M | -17.2K | 4.0% |
| $AJG | Arthur J. Gallagher & Co | 13.5K | $2.93M | — | 3.9% |
…and 19 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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