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Steven Shapiro

New Vernon Investment Management Llc

Assets Managed
$94.152M
Holdings
39
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
-8.31%(2Q avg: -6.24%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in New Vernon Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of New Vernon Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 94.152M in assets, with a quarterly growth rate of -8.31% and a 2-quarter average growth rate of -6.24%. The portfolio is managed by Steven Shapiro, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XLF
Financial Select Sector Spdr
Recent Activity
New Position
11.43%
$10.757M
217,879 shares@ $49.37 avg price
TRV
Travelers Cos Inc The
Recent Activity
Decreased -28.56%
8.12%
$7.639M
26,189 shares@ $291.69 avg price
CB
Chubb Ltd
Recent Activity
New Position
6.39%
$6.008M
18,432 shares@ $325.94 avg price
ACGL
Arch Capital Group Ltd
Recent Activity
Increased 56.28%
5.89%
$5.538M
57,695 shares@ $95.99 avg price
ORI
Old Republic Intl Corp
Recent Activity
Increased 0.09%
5.52%
$5.193M
130,154 shares@ $39.91 avg price
EG
Everest Group Ltd
Recent Activity
Increased 100%
4.57%
$4.294M
13,136 shares@ $326.86 avg price
WRB
Wr Berkley Corp
Recent Activity
New Position
4.51%
$4.245M
64,046 shares@ $66.29 avg price
AVGO
Broadcom Inc
Recent Activity
3.62%
$3.405M
11,000 shares@ $309.51 avg price
HIG
Hartford Financial Svcs Grp
Recent Activity
Decreased -49.85%
3.22%
$3.027M
22,387 shares@ $135.23 avg price
LNC
Lincoln National Corp
Recent Activity
Decreased -45.39%
3.18%
$2.987M
84,154 shares@ $35.5 avg price

1-10 of 39