NVIM
Y

New Vernon Investment Management’s Alleghany Corp Y Stock Holding History

New Vernon Investment Management’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
2021
Q4 		– Sell
-4,980
Closed -$3.11M – 36
2021
Q3 		$3.11M Hold
4,980
– – 5.28% 9
2021
Q2 		$3.32M Hold
4,980
– – 5.57% 7
2021
Q1 		$3.12M Hold
4,980
– – 5.17% 7
2020
Q4 		$3.01M Hold
4,980
– – 5.71% 6
2020
Q3 		$2.59M Hold
4,980
– – 5.84% 3
2020
Q2 		$2.44M Buy
4,980
+3,434
+222% +$1.78M 6.12% 4
2020
Q1 		$854K Buy
+1,546
New +$1.11M 2.23% 17

Other funds holding Y

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

New Vernon Investment Management's Y Position: Q4 2021 in Review

New Vernon Investment Management sold out of Alleghany Corp (Y) in Q4 2021, closing a stake of 4,980 shares — an estimated $3.11M sold.

New Vernon Investment Management first reported a position in Y in Q1 2020 and held it in 7 quarters. The position peaked at $3.32M in Q2 2021. 417 funds tracked by Wall St. Rank hold Y as of Q4 2021.

  • New Vernon Investment Management reported no remaining Alleghany Corp position as of Q4 2021 after selling out during the quarter.
  • New Vernon Investment Management sold 4,980 Alleghany Corp shares in Q4 2021, an estimated $3.11M.
  • New Vernon Investment Management first reported a position in Alleghany Corp in Q1 2020 and held it in 7 quarters.
  • New Vernon Investment Management's Alleghany Corp position peaked at $3.32M in Q2 2021.
  • 417 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2021.

Based on New Vernon Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.