Alleghany Corp
YDelisted Oct 19, 2022- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000775368
Alleghany Corp was delisted on Oct 19, 2022; its insiders filed their last Form 4 on Oct 21, 2022; 426 institutions reported holding it in 13F filings for Q3 2022, worth $9.46B in total; superinvestors Soros Fund Management and Semper Augustus held it.
13F holders, Q4 2021
Institutional positions in Alleghany Corp as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 417
- +22 vs. Q3 2021
- Shares held
- 11.5M
- −217.3K (−1.9%) vs. Q3 2021
- Total value
- $7.66B
- +$326.6M (+4.5%) vs. Q3 2021
- New holders
- 56
- 131 more added
- Sold out
- 34
- 142 more reduced
7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting Y on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 2 | $65.0K |
| Q3 2022 | 426 | $9.46B |
| Q2 2022 | 449 | $9.49B |
| Q1 2022 | 438 | $9.45B |
| Q4 2021 | 417 | $7.66B |
| Q3 2021 | 402 | $7.34B |
| Q2 2021 | 411 | $7.81B |
| Q1 2021 | 393 | $7.35B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Alleghany Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 1 | $668 | 0.00% | +1 | New |
| Ci Investments Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| Private Capital Group, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1 | $1.00K | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Versant Capital Management, Inc | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Toth Financial Advisory Corp | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4 | $3.00K | 0.00% | +4 | New |
| Schubert & Co | 5 | $3.00K | 0.00% | +5 | New |
| Washington Trust Advisors, Inc. | 4 | $3.00K | 0.00% | +4 | New |
| Howe & Rusling Inc | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6 | $4.00K | 0.00% | +6 | New |
| Stephens Consulting, LLC | 7 | $4.67K | 0.00% | +7 | New |
| Earnest Partners LLC | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 7 | $5.00K | 0.00% | +7 | New |
| Delos Wealth Advisors, LLC | 7 | $5.00K | 0.00% | +7 | New |
| Lenox Wealth Advisors, LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $7.00K | 0.00% | +11 | New |
| MUFG Americas Holdings Corp | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13 | $9.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 14 | $9.00K | 0.01% | +14 | New |
| Creative Financial Designs Inc | 15 | $10.0K | 0.00% | +4+36.4% | Added |
| Koshinski Asset Management, Inc. | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 19 | $13.0K | 0.00% | +10+111.1% | Added |
| Salem Investment Counselors Inc | 20 | $13.0K | 0.00% | +20 | New |
| Acadian Asset Management LLC | 22 | $14.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 27 | $18.0K | 0.00% | −1−3.6% | Reduced |
| CVA Family Office, LLC | 30 | $20.0K | 0.00% | +30 | New |
| Parallel Advisors, LLC | 32 | $21.0K | 0.00% | −4−11.1% | Reduced |
| Rockefeller Capital Management L.P. | 37 | $24.0K | 0.00% | +22+146.7% | Added |
| Markston International LLC | 40 | $27.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 44 | $29.0K | 0.01% | +7+18.9% | Added |
| National Bank of Canada | 44 | $29.0K | 0.00% | +44 | New |
| Riverview Trust Co | 45 | $30.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 45 | $30.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 45 | $30.0K | 0.00% | +41+1,025.0% | Added |
| Tobam | 50 | $33.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 55 | $37.0K | 0.00% | +27+96.4% | Added |
| Tarbox Family Office, Inc. | 62 | $41.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 29,373 | $44.0K | 0.00% | +29,373 | New |
| Hoese & Co LLP | 72 | $48.0K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 72 | $48.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 86 | $57.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 100 | $66.8K | 0.07% | +100 | New |
| Deseret Mutual Benefit Administrators | 107 | $71.0K | 0.01% | −20−15.7% | Reduced |
| Central Trust Co | 108 | $72.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 108 | $72.0K | 0.01% | +2+1.9% | Added |
| Covestor Ltd | 113 | $76.0K | 0.11% | +113 | New |
| Northwestern Mutual Wealth Management Co | 115 | $77.0K | 0.00% | −23−16.7% | Reduced |
| Enterprise Trust & Investment Co | 130 | $87.0K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 142 | $94.0K | 0.06% | +142 | New |
| Column Capital Advisors, LLC | 146 | $97.0K | 0.02% | +146 | New |
| Fortitude Advisory Group L.L.C. | 6,287 | $97.0K | 0.05% | +6,287 | New |
| FinTrust Capital Advisors, LLC | 169 | $113.0K | 0.03% | +30+21.6% | Added |
| Vestcor Inc | 171 | $114.0K | 0.00% | −35−17.0% | Reduced |
| NN Investment Partners Holdings N.V. | 183 | $123.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 191 | $128.0K | 0.01% | +191 | New |
| Cornerstone Advisory, LLC | 200 | $134.0K | 0.02% | +200 | New |
| Globeflex Capital L P | 215 | $144.0K | 0.03% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 224 | $150.0K | 0.01% | −10−4.3% | Reduced |
| E. Ohman J:or Asset Management AB | 300 | $200.3K | 0.01% | +300 | New |
| Cigna Investments Inc | 303 | $202.0K | 0.02% | −186−38.0% | Reduced |
| Raymond James Trust N.A. | 302 | $202.0K | 0.01% | +302 | New |
| Belpointe Asset Management LLC | 305 | $203.0K | 0.01% | +305 | New |
| Advisor Partners LLC | 318 | $213.0K | 0.01% | +318 | New |
| Forum Financial Management, LP | 321 | $214.0K | 0.01% | +321 | New |
| HB Wealth Management, LLC | 322 | $215.0K | 0.00% | +322 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 324 | $216.0K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 340 | $227.0K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 343 | $229.0K | 0.01% | +343 | New |
| Jump Financial, LLC | 349 | $233.0K | 0.01% | −205−37.0% | Reduced |
| Texas Yale Capital Corp. | 350 | $234.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 351 | $234.0K | 0.00% | +21+6.4% | Added |
| Montis Financial, LLC | 350 | $234.0K | 0.17% | +350 | New |
| CWM Advisors, LLC | 355 | $237.0K | 0.03% | −17−4.6% | Reduced |
| Bokf, NA | 355 | $237.0K | 0.00% | +1+0.3% | Added |
| Uncommon Cents Investing LLC | 362 | $242.0K | 0.09% | 00.0% | Unchanged |
| Financial Counselors Inc | 373 | $249.0K | 0.01% | −148−28.4% | Reduced |
| Wetherby Asset Management Inc | 381 | $254.0K | 0.01% | +9+2.4% | Added |
| Blueshift Asset Management, LLC | 388 | $259.0K | 0.02% | −2,537−86.7% | Reduced |
| Wedge Capital Management L L P | 391 | $261.0K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 392 | $262.0K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 393 | $262.0K | 0.05% | +44+12.6% | Added |
| Spinnaker Trust | 392 | $262.0K | 0.02% | +392 | New |
| Virtu Financial LLC | 400 | $267.0K | 0.03% | −795−66.5% | Reduced |
| FDx Advisors, Inc. | 402 | $268.0K | 0.01% | +5+1.3% | Added |
| 9258 Wealth Management, LLC | 406 | $271.0K | 0.06% | 00.0% | Unchanged |