Mountain Road Advisors, LLC 13F Holdings · last filed Q3 2020
Mountain Road Advisors, LLC reported 17 securities worth $113.37M in its SEC 13F filing for Q3 2020 (period ended 2020-09-30). Top holdings: Y (12.19%), ACGL (12.05%), MKL (10.59%). Among its top 25 positions this quarter: 3 new, 6 added, 7 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | Y | ALLEGHANY CORP DEL | $13.8M | 12.19% | 26,460 | Trimmed |
| 2 | ACGL | ARCH CAP GROUP LTD | $13.7M | 12.05% | 444,330 | Added |
| 3 | MKL | MARKEL CORP | $12.0M | 10.59% | 11,497 | Trimmed |
| 4 | AFG | AMERICAN FINL GROUP INC OHIO | $11.3M | 9.95% | 185,701 | Trimmed |
| 5 | ARGO | ARGO GROUP INTL HLDGS LTD | $10.2M | 9.01% | 304,674 | Added |
| 6 | RNR | RENAISSANCERE HLDGS LTD | $8.5M | 7.50% | 47,156 | Trimmed |
| 7 | WRB | BERKLEY W R CORP | $8.3M | 7.35% | 135,000 | Added |
| 8 | JRVR | JAMES RIV GROUP LTD | $8.2M | 7.20% | 176,181 | Added |
| 9 | RLI | RLI CORP | $6.5M | 5.69% | 73,196 | Added |
| 10 | TIG | TREAN INS GROUP INC | $4.3M | 3.78% | 275,000 | New |
| 11 | PGR | PROGRESSIVE CORP | $4.1M | 3.59% | 45,000 | Trimmed |
| 12 | EIG | EMPLOYERS HOLDINGS INC | $3.6M | 3.22% | 112,205 | Added |
| 13 | BWIN | BRP GROUP INC | $3.2M | 2.86% | 185,972 | Trimmed |
| 14 | CB | CHUBB LIMITED | $3.2M | 2.81% | 25,000 | New |
| 15 | IGIC | INTL GNRL INSURANCE HLDNGS L | $1.2M | 1.05% | 182,347 | Hold |
| 16 | MRSH | MARSH & MCLENNAN COS INC | $1.2M | 1.03% | 10,000 | Trimmed |
| 17 | PRA | PROASSURANCE CORP | $147,000 | 0.13% | 10,000 | New |
| 18 | ESGR | ENSTAR GROUP LIMITED | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2020-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR