$3.44 Billion is the total value of ALLEGHANY CORP /DE's 96 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
V | Buy | VISA INC | $102,428,000 | +8.9% | 472,649 | +12.0% | 2.98% | +2.7% |
CI | Buy | CIGNA CORP NEW | $88,398,000 | +46.0% | 384,961 | +27.3% | 2.57% | +37.7% |
BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $48,931,000 | – | 163,650 | +100.0% | 1.42% | – |
TDG | New | TRANSDIGM GROUP INC | $42,673,000 | – | 66,500 | +100.0% | 1.24% | – |
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 2022-02-08
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VISA INC | 38 | Q3 2022 | 12.3% |
JPMORGAN CHASE & CO | 38 | Q3 2022 | 7.6% |
OLD REP INTL CORP | 38 | Q3 2022 | 4.1% |
AIR PRODS & CHEMS INC | 37 | Q2 2022 | 5.6% |
MICROSOFT CORP | 36 | Q3 2022 | 14.6% |
ROPER TECHNOLOGIES INC | 36 | Q3 2022 | 10.8% |
CSX CORP | 35 | Q3 2022 | 11.8% |
ALPHABET INC | 28 | Q3 2022 | 13.4% |
APPLE INC | 28 | Q3 2022 | 8.8% |
BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2022 | 4.2% |
View ALLEGHANY CORP /DE's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
Ares Management Corp | February 11, 2019 | 7,157,544 | 7.0% |
TRICO MARINE SERVICES INCSold out | January 06, 2011 | 0 | 0.0% |
Darwin Professional Underwriters Inc | February 12, 2007 | 9,371,096 | 54.9% |
View ALLEGHANY CORP /DE's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
SC 13G/A | 2023-02-06 |
13F-HR | 2022-11-01 |
15-12G | 2022-10-31 |
EFFECT | 2022-10-24 |
EFFECT | 2022-10-24 |
EFFECT | 2022-10-24 |
EFFECT | 2022-10-24 |
4 | 2022-10-21 |
4 | 2022-10-21 |
4 | 2022-10-21 |
View ALLEGHANY CORP /DE's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.