ALLEGHANY CORP /DE - Q4 2020 holdings

$2.51 Billion is the total value of ALLEGHANY CORP /DE's 81 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .

 Value Shares↓ Weighting
FUN ExitCEDAR FAIR L Pdepositry unit$0-403,298
-100.0%
-0.58%
WFC ExitWELLS FARGO CO NEW$0-762,550
-100.0%
-0.91%
WPM ExitWHEATON PRECIOUS METALS CORP$0-2,550,000
-100.0%
-6.36%
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

  • RSUI Indemnity Company #2
  • Alleghany Insurance Holdings LLC #3
  • Transatlantic Reinsurance Company #4
  • Roundwood Asset Management LLC #5
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-10
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VISA INC38Q3 202212.3%
JPMORGAN CHASE & CO38Q3 20227.6%
OLD REP INTL CORP38Q3 20224.1%
AIR PRODS & CHEMS INC37Q2 20225.6%
MICROSOFT CORP36Q3 202214.6%
ROPER TECHNOLOGIES INC36Q3 202210.8%
CSX CORP35Q3 202211.8%
ALPHABET INC28Q3 202213.4%
APPLE INC28Q3 20228.8%
BERKSHIRE HATHAWAY INC DEL28Q3 20224.2%

View ALLEGHANY CORP /DE's complete holdings history.

Latest significant ownerships (13-D/G)
ALLEGHANY CORP /DE Q4 2020 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Ares Management CorpFebruary 11, 20197,157,5447.0%
TRICO MARINE SERVICES INCSold outJanuary 06, 201100.0%
Darwin Professional Underwriters IncFebruary 12, 20079,371,09654.9%

View ALLEGHANY CORP /DE's complete significant-ownership history.

Latest filings
TypeFiled
SC 13G/A2023-02-06
13F-HR2022-11-01
15-12G2022-10-31
EFFECT2022-10-24
EFFECT2022-10-24
EFFECT2022-10-24
EFFECT2022-10-24
42022-10-21
42022-10-21
42022-10-21

View ALLEGHANY CORP /DE's complete filings history.

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