NEW VERNON INVESTMENT MANAGEMENT LLC Information

799 CENTRAL AVENUE, HIGHLAND PARK, Illinois, 60035, (847) 926-5712

Report Date: 03/31/2013

Position Statistics:

Total Positions 47
New Positions 12
Increased Positions 18
Decreased Positions 17
Positions with Activity 35
Sold Out Positions 10
Total Mkt Value
(in $ millions)
105

Sector Weighting

Basic Materials 1.58%
Capital Goods 1.84%
Conglomerates
Consumer Cyclical 6.43%
Consumer/Non-Cyclical 3.08%
Energy 18.25%
Financial 53.84%
Healthcare
Services 0%
Technology 14.97%
Transportation
Utilities 0%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

47 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
FLOTEK INDS INC DEL COM 12,227 -2,788 (18.57) 699,500
ISHARES TR HIGH YLD CORP 7,374 -4,343 (37.07) 77,250
BITAUTO HLDGS LTD SPONSORED ADS 6,339 -2,391 (27.39) 576,780
ASPEN INSURANCE HOLDINGS LTD SHS 4,763 2,189 85.06 125,840
AMERICAN FINL GROUP INC OHIO COM 4,379 4,379 New 88,350
AMERICAN AXLE & MFG HLDGS INC COM 4,323 2,136 97.69 257,000
MORGAN STANLEY COM NEW 3,930 -101 (2.5) 156,000
XL GROUP PLC SHS 3,839 2,369 161.15 118,300
METLIFE INC COM 3,608 2,483 220.67 83,375
ANIXTER INTL INC COM 3,258 3,258 New 43,500
MEAD JOHNSON NUTRITION CO COM 3,219 3,219 New 40,000
ICICI BK LTD ADR 3,194 New 66,000
PLATINUM UNDERWRITER HLDGS LTD COM 2,914 -291 (9.09) 50,000
POWERSHARES ETF TRUST II SENIOR LN PORT 2,912 2,912 New 115,500
NOVA MEASURING INSTRUMENTS LTD COM 2,625 New 283,782
CITIGROUP INC COM NEW 2,264 New 44,000
GOLDMAN SACHS GROUP INC COM 2,215 New 14,000
LEHIGH GAS PARTNERS LP UT LTD PTN INT 2,092 2,092 New 83,000
JPMORGAN CHASE & CO COM 2,092 New 40,000
EMAGIN CORP COM NEW 1,989 -1,288 (39.29) 549,513