New Vernon Investment Management LLC is an SEC-registered investment adviser based in Highland Park, IL that reports managing 2 hedge funds on Form ADV. It reports $115.5 million in regulatory assets under management. Its private funds, of all types, hold $113.1 million in gross assets. Its disclosed U.S. stock holdings returned an estimated -0.3% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +14.7% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $115.5 millionForm ADV Item 5.F
- Gross assets of private funds
- $113.1 millionAll private fund types, Form ADV
- Hedge funds managed
- 22 private funds in total
- Employees
- 8Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 160247
- Latest Form ADV
- 04/27/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +7.4% | +14.8% |
| Q1 2026 | -7.1% | -4.6% |
| Q4 2025 | -0.1% | +2.4% |
| Q3 2025 | +1.9% | +7.8% |
| Q2 2025 | +3.0% | +10.4% |
| Q1 2025 | +3.7% | -4.5% |
| Q4 2024 | -1.5% | +2.1% |
| Q3 2024 | +7.3% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- The Travelers Companies Inc.$8.6 million
- Chubb LTD Com$6.3 million
- Aon PLC$5.8 million
- Berkley W R Corp$4.5 million
- Gallagher Arthur J & Co$4.5 million
- Arch Capital Group LTD$4.0 million
- Radian Group Inc$3.4 million
- Broadcom Inc$3.2 million
- Hartford Insurance Group Inc$3.0 million
- Old Rep Intl Corp$2.7 million
As of 2026-06-30, from 13F filing by New Vernon Investment Management LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures