New Vernon Investment Management LLC
Annual return '25
+24.1%
SPY '25
+17.7%
Alpha
+6.4ptsvs SPY
Invested
$188.3M
Holdings
39
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$XLF
SELECT SECTOR SPDR TR
Held since at least Q1 2024
13.1%
02
$TRV
TRAVELERS COMPANIES INC
Q2 2025: Increased +70.8% (11.7k → 20.0k shares)
9.3%
03
$ORI
OLD REP INTL CORP
Q3 2025: New position (86.7k shares)
6.3%
04
$WRB
BERKLEY W R CORP
Q2 2025: Increased +100.0% (46.1k → 92.2k shares)
5.2%
05
$AVGO
BROADCOM INC
Q1 2026: New position (1.07M shares)
4.1%
06
$HIG
HARTFORD INSURANCE GROUP INC
Q1 2025: Increased +1685.7% (2.5k → 44.6k shares)
3.7%
07
$CB
CHUBB LTD SWITZ
Q3 2025: New position (17.7k shares)
3.6%
08
$LNC
LINCOLN NATL CORP IND
Q2 2025: New position (154.1k shares)
3.6%
09
$MRSH
MARSH & MCLENNAN COS INC
Q1 2026: New position (412.7k shares)
3.6%
10
$RDN
RADIAN GROUP INC
Q3 2025: New position (180.1k shares)
3.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:19 UTC.