MRA
Y

Mountain Road Advisors’s Alleghany Corp Y Stock Holding History

Mountain Road Advisors’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$13.8M Sell
26,460
-2,540
-9% -$1.34M 12.19% 1
2020
Q2 		$14.2M Buy
29,000
+25,603
+754% +$13.3M 13.54% 1
2020
Q1 		$1.88M Sell
3,397
-303
-8% -$218K 6.4% 5
2019
Q4 		$2.96M Buy
+3,700
New +$2.89M 5.02% 8

Other funds holding Y

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Mountain Road Advisors's Y Position: Q3 2020 in Review

Mountain Road Advisors reduced its Alleghany Corp (Y) stake by 8.8% in Q3 2020, selling an estimated $1.34M and leaving 26,460 shares worth $13.8M. The position accounts for 12.19% of the portfolio, ranked #1.

Mountain Road Advisors first reported a position in Y in Q4 2019 and has held it in 4 quarters since. The position peaked at $14.2M in Q2 2020. 352 funds tracked by Wall St. Rank hold Y as of Q3 2020.

  • Mountain Road Advisors held 26,460 shares of Alleghany Corp worth $13.8M as of Q3 2020.
  • Mountain Road Advisors sold 2,540 Alleghany Corp shares in Q3 2020, an estimated $1.34M.
  • Alleghany Corp made up 12.19% of Mountain Road Advisors's portfolio in Q3 2020, its #1 holding.
  • Mountain Road Advisors first reported a position in Alleghany Corp in Q4 2019 and has held it in 4 quarters since.
  • Mountain Road Advisors's Alleghany Corp position peaked at $14.2M in Q2 2020.
  • 352 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2020.

Based on Mountain Road Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.