Mountain Road Advisors 13F annual report
Mountain Road Advisors is an investment fund managing more than $379 million ran by Gordon Malin. There are currently 26 companies in Mr. Malin’s portfolio. The largest investments include Arch Cap Group Ltd and Alleghany, together worth $85.6 million.
$379 million Assets Under Management (AUM)
As of 30th October 2020, Mountain Road Advisors’s top holding is 1,457,990 shares of Arch Cap Group Ltd currently worth over $44.4 million and making up 11.7% of the portfolio value.
In addition, the fund holds 77,380 shares of Alleghany worth $41.2 million, whose value grew 18.2% in the past six months.
The third-largest holding is American Finl Group Inc Ohio worth $35.5 million and the next is Argo Group Intl Hldgs Ltd worth $33.1 million, with 944,022 shares owned.
Currently, Mountain Road Advisors's portfolio is worth at least $379 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Mountain Road Advisors
The Mountain Road Advisors office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Gordon Malin serves as the Chief Compliance Officer at Mountain Road Advisors.
Recent trades
In the most recent 13F filing, Mountain Road Advisors revealed that it had opened a new position in
Chubb Limited and bought 140,000 shares worth $17 million.
The investment fund also strengthened its position in Arch Cap Group Ltd by buying
1,053,660 additional shares.
This makes their stake in Arch Cap Group Ltd total 1,457,990 shares worth $44.4 million.
On the other hand, Gordon Malin disclosed a decreased stake in Marsh & McLennan Cos by 0.5%.
This leaves the value of the investment at $1.17 million and 10,000 shares.
One of the average hedge funds
The two most similar investment funds to Mountain Road Advisors are Buffington Mohr Mcneal and Vhcp Management Ii. They manage $379 million and $379 million respectively.
Gordon Malin investment strategy
Mountain Road Advisors’s portfolio is diversified across 3 sectors.
Currently, their heaviest sector is Finance — making up 35.2% of
the total portfolio value.
The fund focuses on investments in the United States as
38.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
15% of the total holdings value.
On the other hand, small-cap stocks make up only 3.8% of the portfolio.
The average market cap of the portfolio companies is close to $14 billion.
The complete list of Mountain Road Advisors trades based on 13F SEC filings
These positions were updated on November 6th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Arch Cap Group Ltd |
260.59%
1,457,990
|
$44,422,000 | 11.71% |
| Alleghany Corp. |
166.83%
77,380
|
$41,156,000 | 10.85% |
| American Finl Group Inc Ohio |
186.87%
547,062
|
$35,465,000 | 9.35% |
| Argo Group Intl Hldgs Ltd |
215.02%
944,022
|
$33,075,000 | 8.72% |
| Renaissancere Hldgs Ltd |
155.33%
171,468
|
$30,442,000 | 8.03% |
| Markel Corp. |
146.73%
28,991
|
$29,948,000 | 7.90% |
| James Riv Group Ltd |
243.32%
593,543
|
$27,524,000 | 7.26% |
| RLI Corp. |
340.22%
257,088
|
$22,735,000 | 6.00% |
| Chubb Limited |
Opened
140,000
|
$16,979,000 | 4.48% |
| Berkley W R Corp |
107.69%
270,000
|
$16,713,000 | 4.41% |
| Progressive Corp. |
133.33%
175,000
|
$16,393,000 | 4.32% |
| Employers Holdings, Inc. |
5,773.22%
436,615
|
$13,805,000 | 3.64% |
| Trean Ins Group Inc |
Opened
825,000
|
$12,788,000 | 3.37% |
| Brp Group Inc |
147.12%
532,881
|
$12,380,000 | 3.26% |
| AMERISAFE, Inc. |
Opened
80,000
|
$4,589,000 | 1.21% |
| Old Rep Intl Corp |
Opened
300,000
|
$4,422,000 | 1.17% |
| Intl Gnrl Insurance Hldngs L |
200.00%
547,041
|
$3,747,000 | 0.99% |
| Lincoln Natl Corp Ind |
Opened
60,000
|
$2,045,000 | 0.54% |
| American Intl Group Inc |
Opened
65,000
|
$1,789,000 | 0.47% |
| Enstar Group Limited |
102.00%
10,100
|
$1,631,000 | 0.43% |
| First Amern Finl Corp |
Opened
30,000
|
$1,577,000 | 0.42% |
| EverQuote, Inc. |
Opened
40,000
|
$1,546,000 | 0.41% |
| Marsh & McLennan Cos., Inc. |
50.00%
10,000
|
$1,166,000 | 0.31% |
| Brown & Brown, Inc. |
Opened
25,000
|
$1,160,000 | 0.31% |
| ProAssurance Corp. |
Opened
70,000
|
$1,076,000 | 0.28% |
| Selective Ins Group Inc |
Opened
12,103
|
$623,000 | 0.16% |
| No transactions found | |||
| Showing first 500 out of 26 holdings | |||
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