Next Financial Group’s Alleghany Corp Y Stock Holding History

Next Financial Group’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	$723K	Buy	1,084 +633	+140%	+$422K	0.05%	407
2021 Q3	$282K	Buy	451 +37	+9%	+$24.4K	0.02%	690
2021 Q2	$276K	Buy	414 +25	+6%	+$17.2K	0.02%	717
2021 Q1	$244K	Sell	389 -9	-2%	-$5.57K	0.02%	697
2020 Q4	$240K	Buy	398 +10	+3%	+$5.83K	0.02%	647
2020 Q3	$202K	Buy	+388	New	+$204K	0.02%	619
2020 Q1	–	Sell	-7	Closed	-$6K	–	2487
2019 Q4	$6K	Buy	7 +6	+600%	+$4.69K	﹤0.01%	1943
2019 Q3	$1K	Buy	+1	New	+$736	﹤0.01%	2279
2015 Q3	–	Sell	-50	Closed	-$23K	–	1991
2015 Q2	$23K	Hold	50	–	–	0.01%	956
2015 Q1	$24K	Buy	+50	New	+$23.4K	0.01%	932
2014 Q4	–	Sell	-1	Closed	–	–	2433
2014 Q3	$0	Hold	1	–	–	﹤0.01%	2582
2014 Q2	$0	Buy	+1	New	+$418	﹤0.01%	1238

Other funds holding Y

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Next Financial Group's Y Position: Q4 2021 in Review

Next Financial Group increased its Alleghany Corp (Y) stake by 140% in Q4 2021, buying an estimated $422K and bringing the position to 1,084 shares worth $723K. The position accounts for 0.05% of the portfolio, ranked #407.

Next Financial Group first reported a position in Y in Q2 2014 and has held it in 12 quarters since. 417 funds tracked by Wall St. Rank hold Y as of Q4 2021.

Next Financial Group held 1,084 shares of Alleghany Corp worth $723K as of Q4 2021.
Next Financial Group bought 633 Alleghany Corp shares in Q4 2021, an estimated $422K.
Alleghany Corp made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #407 holding.
Next Financial Group first reported a position in Alleghany Corp in Q2 2014 and has held it in 12 quarters since.
417 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.