Alleghany Corporation creates value through owning and supporting its operating subsidiaries and managing investments, anchored by a core position in property and casualty reinsurance and insurance. Alleghany's property and casualty subsidiaries include: Transatlantic Holdings, Inc., a leading global reinsurer; RSUI Group, Inc., which underwrites wholesale specialty insurance coverages including property, casualty, professional liability and directors' and officers' liability; and CapSpecialty, Inc., an underwriter of commercial property, casualty and surety insurance coverages. Alleghany's subsidiary Alleghany Capital Corporation owns and manages a diverse portfolio of non-financial businesses.
Company profile
Ticker
Y
Exchange
Website
CEO
Weston Hicks
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Alleghany Insurance Holdings LLC • CapSpecialty, Inc. • Capitol Facilities Corporation • Capitol Indemnity Corporation • Capitol Specialty Insurance Corporation • Platte River Insurance Company • CATA Services Company • AIHL Re LLC • RSUI Group, Inc. • Resurgens Specialty Underwriting, Inc. ...
IRS number
271354706
Y stock data
Press releases
CapSpecialty Announces Leadership Transition
5 Aug 22
Alleghany Corporation Reports 2022 Second Quarter Results - Notice
4 Aug 22
Alleghany Corporation to Announce 2022 Second Quarter Results on August 4, 2022
14 Jul 22
Alleghany Corporation Stockholders Approve Acquisition By Berkshire Hathaway
9 Jun 22
SHAREHOLDER NOTICE: Halper Sadeh LLP Investigates TVTY, BHVN, SWCH, Y
27 May 22
Investment data
| 29 long holdings End of quarter 30 Jun 22 |
Value |
#Shares |
Prev Q |
Change %, QoQ |
|---|---|---|---|---|
| $156.79M | 397.29K | 397.29K | 0 | |
| $148.53M | 1.32M | 1.32M | 0 | |
| $147.98M | 615.33K | 615.33K | 0 | |
| $142.06M | 1.78M | 1.78M | 0 | |
| $135.37M | 263.56K | 263.56K | 0 | |
| $130.51M | 508.17K | 508.17K | 0 | |
| $128.14M | 721.85K | 721.85K | 0 | |
| $127.16M | 234.06K | 234.06K | 0 | |
| $116.77M | 3.24M | 3.24M | 0 | |
| $101.45M | 384.96K | 384.96K | 0 | |
| $100.06M | 3.44M | 3.44M | 0 | |
| $99.95M | 759.6K | 759.6K | 0 | |
| $96.26M | 2.46M | 2.46M | 0 | |
| $95.01M | 424.31K | 424.31K | 0 | |
| $93.67M | 659.17K | 659.17K | 0 | |
| $93.06M | 472.65K | 472.65K | 0 | |
| $87.02M | 819.32K | 40.97K | +1900.0 | |
| $84.2M | 1.22M | 1.22M | 0 | |
| $78.93M | 2.01M | 2.01M | 0 | |
| $66.83M | 335.3K | 335.3K | 0 | |
| $65.03M | 2.91M | 2.91M | 0 | |
| $61.07M | 2.09M | 2.09M | 0 | |
| $60.31M | 112.38K | 112.38K | 0 | |
| $55.79M | 25.6K | 25.6K | 0 | |
| $46.63M | 170.8K | 170.8K | 0 | |
| $45.65M | 333.86K | 333.86K | 0 | |
| $41.29M | 533.06K | 533.06K | 0 | |
| $18.74M | 101.64K | 101.64K | 0 | |
| $17.6M | 151.4K | 151.4K | 0 | |
| 1.03M | EXIT |
Holdings list only includes long positions.
Only includes long positions.
Calendar
4 Aug 22
12 Aug 22
31 Dec 22
Financial summary
| Quarter (USD) | Jun 22 | Mar 22 | Dec 21 | Sep 21 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 21 | Dec 20 | Dec 19 | Dec 18 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 941.52M | 941.52M | 941.52M | 941.52M | 941.52M | 941.52M |
| Cash burn (monthly) | 17.18M | (no burn) | 54.64M | (no burn) | (no burn) | (no burn) |
| Cash used (since last report) | 24.85M | n/a | 79.04M | n/a | n/a | n/a |
| Cash remaining | 916.67M | n/a | 862.48M | n/a | n/a | n/a |
| Runway (months of cash) | 53.4 | n/a | 15.8 | n/a | n/a | n/a |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun 22 | Jacobs Kerry J | Phantom Stock Common Stock | Grant | Acquire A | No | No | 832.65 | 53.669 | 44.69K | 1,046.924 |
| 30 Jun 22 | Shannon John F | Phantom Stock Common Stock | Grant | Acquire A | No | No | 832.65 | 22.519 | 18.75K | 212.504 |
| 31 Mar 22 | Shannon John F | Phantom Stock Common Stock | Grant | Acquire A | No | No | 846.945 | 21.769 | 18.44K | 189.986 |
| 22 Mar 22 | Foos John G | Common Stock | Option exercise | Acquire M | No | No | 326.74 | 223 | 72.86K | 3,937 |
| 22 Mar 22 | Foos John G | Option Common Stock | Option exercise | Dispose M | No | No | 326.74 | 223 | 72.86K | 0 |
| 4 Mar 22 | Joseph Patrick Brandon | Common Stock | Buy | Acquire P | No | No | 655 | 100 | 65.5K | 31,939 |
| 4 Mar 22 | Joseph Patrick Brandon | Common Stock | Buy | Acquire P | No | No | 652 | 135 | 88.02K | 31,839 |
| 4 Mar 22 | Joseph Patrick Brandon | Common Stock | Buy | Acquire P | No | No | 651.25 | 125 | 81.41K | 31,704 |
| 4 Mar 22 | Joseph Patrick Brandon | Common Stock | Buy | Acquire P | No | No | 651 | 115 | 74.87K | 31,579 |
| 4 Mar 22 | Joseph Patrick Brandon | Common Stock | Buy | Acquire P | No | No | 650.0455 | 110 | 71.51K | 31,464 |
Institutional ownership, Q1 2022
82.0% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 424 |
| Opened positions | 79 |
| Closed positions | 63 |
| Increased positions | 137 |
| Reduced positions | 138 |
| 13F shares | Current |
|---|---|
| Total value | 9.36B |
| Total shares | 11.03M |
| Total puts | 105.9K |
| Total calls | 40K |
| Total put/call ratio | 2.6 |
| Largest owners | Shares | Value |
|---|---|---|
| BLK Blackrock | 1.28M | $1.08B |
| Vanguard | 1.22M | $1.03B |
| Victory Capital Management | 732.35K | $620.26M |
| STT State Street | 467.05K | $395.59M |
| First Eagle Investment Management | 427.57K | $362.15M |
| Boston Partners | 397.98K | $337.1M |
| JPM JPMorgan Chase & Co. | 364.65K | $308.86M |
| Wellington Management | 266.94K | $226.1M |
| London Co Of Virginia | 261.39K | $221.4M |
| Nuance Investments | 235.06K | $199.1M |
Financial report summary
?Content analysis
?| Positive | ||
| Negative | ||
| Uncertain | ||
| Constraining | ||
| Legalese | ||
| Litigous | ||
| Readability |
H.S. sophomore Avg
|
|
New words:
administered, commonly, consultancy, consulting, HSR, Interbank, LIBOR, overnight, payout, pertain, SOFR
Removed:
allocation, bear, consideration, inception, safety, section, slightly, turn
Financial reports
Current reports
8-K
Alleghany Corporation Reports 2022 Second Quarter Results
4 Aug 22
8-K
Entry into a Material Definitive Agreement
27 Jun 22
8-K
Alleghany Corporation Stockholders Approve Acquisition By
9 Jun 22
8-K
Alleghany Corporation Reports 2022 First Quarter Results
4 May 22
8-K
Alleghany Corporation Announces End of “Go-Shop” Period
18 Apr 22
8-K
Entry into a Material Definitive Agreement
21 Mar 22
8-K
Berkshire Hathaway to Acquire Alleghany Corporation
21 Mar 22
8-K
Departure of Directors or Certain Officers
27 Feb 22
8-K
Alleghany Corporation Reports 2021 Fourth Quarter and Full Year Results
23 Feb 22
8-K
Departure of Directors or Certain Officers
19 Nov 21
Registration and prospectus
424B2
Prospectus for primary offering
11 Aug 21
FWP
Free writing prospectus
10 Aug 21
424B5
Prospectus supplement for primary offering
10 Aug 21
POSASR
Automatic shelf registration (post-effective amendment)
10 Aug 21
424B2
Prospectus for primary offering
14 May 20
FWP
Free writing prospectus
13 May 20
424B5
Prospectus supplement for primary offering
11 May 20
S-3ASR
Automatic shelf registration
6 May 20
S-8 POS
Registration of securities for employees (post-effective amendment)
6 May 20
S-8 POS
Registration of securities for employees (post-effective amendment)
6 May 20
Proxies
DEFA14A
Additional proxy soliciting materials
27 May 22
DEFM14A
Proxy related to merger
29 Apr 22
DEFA14A
Additional proxy soliciting materials
18 Apr 22
PREM14A
Preliminary proxy related to merger
11 Apr 22
DEFA14A
Additional proxy soliciting materials
21 Mar 22
DEFA14A
Additional proxy soliciting materials
21 Mar 22
DEFA14A
Additional proxy soliciting materials
24 Apr 20
DEFA14A
Additional proxy soliciting materials
13 Apr 20
DEF 14A
Definitive proxy
16 Mar 20
Other
SD
Conflict minerals disclosure
27 May 22
SD
Conflict minerals disclosure
1 Jun 21
SD
Conflict minerals disclosure
1 Jun 20
UPLOAD
Letter from SEC
6 Jan 20
CORRESP
Correspondence with SEC
1 Jan 20
UPLOAD
Letter from SEC
17 Dec 19
SD
Conflict minerals disclosure
31 May 19
SD
Conflict minerals disclosure
31 May 18
UPLOAD
Letter from SEC
2 May 18
CORRESP
Correspondence with SEC
19 Apr 18
Ownership
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
4
ALLEGHANY / John F Shannon ownership change
1 Jul 22
4
ALLEGHANY / Kerry J Jacobs ownership change
1 Jul 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
4
ALLEGHANY / John F Shannon ownership change
4 Apr 22
4
ALLEGHANY / Kerry J Jacobs ownership change
4 Apr 22
4
ALLEGHANY / JOHN G FOOS ownership change
23 Mar 22
4
ALLEGHANY / Kerry J Jacobs ownership change
8 Mar 22
4
ALLEGHANY / Joseph Patrick Brandon ownership change
8 Mar 22
4
ALLEGHANY / Joseph Patrick Brandon ownership change
2 Mar 22
Reddit threads
how does shorting drive stock price down?
11 Aug 22
Not knowing how to use stop limit sell made me lose out of 2.5k today
27 Jul 22
I’m reading an article on underpriced options and I’m having a hard time understanding this certain passage.
22 Jul 22
Looks like my Hookers and Blow portfolio is doing well today. 🤌🤌
19 Jul 22
Why do you choose trading / short-term investing over long-term investing?
10 Jul 22
When maturity bond ETF ends...
8 Jul 22
r/Stocks Daily Discussion & Options Trading Thursday - Jun 30, 2022
30 Jun 22
Looking toward 2023. This is what the data tells us.
20 Jun 22
Need - DCF advice for start up tech
15 Jun 22
As a day trading noob, I find myself constantly pulling up my Windows Calculator to figure out the maximum shares I can buy with my buying power. So I made a little calculator widget to make this easier for me. Would something like this be useful to anyone else out there?
29 May 22