Mountain Road Advisors as of Sept. 30, 2020
Portfolio Holdings for Mountain Road Advisors
Mountain Road Advisors holds 26 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arch Cap Group Ord (ACGL) | 11.7 | $44M | 1.5M | 30.47 | |
| Alleghany Corporation | 10.9 | $41M | 77k | 531.87 | |
| American Financial (AFG) | 9.4 | $36M | 547k | 64.83 | |
| ARGO GROUP INTERNATIONAL Holdi Com Stk | 8.7 | $33M | 944k | 35.04 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 8.0 | $30M | 172k | 177.54 | |
| Markel Corporation (MKL) | 7.9 | $30M | 29k | 1033.01 | |
| James River Group Holdings L (JRVR) | 7.3 | $28M | 594k | 46.37 | |
| Rli (RLI) | 6.0 | $23M | 257k | 88.43 | |
| Chubb (CB) | 4.5 | $17M | 140k | 121.28 | |
| W.R. Berkley Corporation (WRB) | 4.4 | $17M | 270k | 61.90 | |
| Progressive Corporation (PGR) | 4.3 | $16M | 175k | 93.67 | |
| Employers Holdings (EIG) | 3.6 | $14M | 437k | 31.62 | |
| Trean Ins Group | 3.4 | $13M | 825k | 15.50 | |
| Brp Group Com Cl A (BRP) | 3.3 | $12M | 533k | 23.23 | |
| Amerisafe (AMSF) | 1.2 | $4.6M | 80k | 57.36 | |
| Old Republic International Corporation (ORI) | 1.2 | $4.4M | 300k | 14.74 | |
| Intl Gnrl Insurance Hldngs L SHS (IGIC) | 1.0 | $3.7M | 547k | 6.85 | |
| Lincoln National Corporation (LNC) | 0.5 | $2.0M | 60k | 34.08 | |
| American Intl Group Com New (AIG) | 0.5 | $1.8M | 65k | 27.52 | |
| Enstar Group SHS (ESGR) | 0.4 | $1.6M | 10k | 161.49 | |
| First American Financial (FAF) | 0.4 | $1.6M | 30k | 52.57 | |
| Everquote Com Cl A (EVER) | 0.4 | $1.5M | 40k | 38.65 | |
| Marsh & McLennan Companies (MMC) | 0.3 | $1.2M | 10k | 116.60 | |
| Brown & Brown (BRO) | 0.3 | $1.2M | 25k | 46.40 | |
| ProAssurance Corporation (PRA) | 0.3 | $1.1M | 70k | 15.37 | |
| Selective Insurance (SIGI) | 0.2 | $623k | 12k | 51.47 |
