NEW VERNON INVESTMENT MANAGEMENT LLC
•CIK: 1500605•Filing: Q4 2025
**NEW VERNON INVESTMENT MANAGEMENT LLC** manages $103M across a diversified portfolio of 37 positions. The fund exhibits concentrated exposure, with top holdings including TRV at $10.6M and LNC at $6.9M. Significant allocations are also maintained in RDN ($6.5M), MRSH ($6.4M), and JEF ($6.3M). This structure suggests a tactical, high-conviction approach across varied sectors.
Total AUM
$102.7M
QoQ Performance
-4.2%
Positions
37
Top 10 Concentration
61.3%
Latest Filing
Q4 2025
Top Holdings Allocation
TRV
LNC
RDN
MRSH
WTW
HIG
ORI
AIG
TRV10.4%
LNC6.7%
RDN6.3%
MRSH6.2%
WTW6.1%
HIG6.0%
ORI5.8%
AIG5.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other80.8%
Technology8.6%
Consumer4.8%
Energy2.3%
Healthcare1.4%
Financial1.3%
Industrial0.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑5 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023