UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: June 30, 2007
Check here if Amendment [ ]; Amendment Number:
--------
This Amendment (Check only one): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Alleghany Corporation
Address: 7 Times Square Tower, 17th Floor
New York, NY 10036
Form 13F File Number: 28-1590
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Peter R. Sismondo
Title: Vice President
Phone: 212-752-1356
Signature, Place, and Date of Signing:
/s/ Peter R. Sismondo New York, NY August 08, 2007
----------------------------------- ------------------------ ---------------
[Signature] [City, State] [Date]
Report Type (Check only one):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all
holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
Form 13F
SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 3
Form 13F Information Table Entry Total: 71
Form 13F Information Table Value Total: $1,207,423
(thousands)
List of Other Included Managers:
No. Form 13F File Number Name
2 RSUI Indemnity Company
3 Capitol Indemnity Corporation
4 Alleghany Insurance Holdings LLC
SECURITIES AND EXCHANGE COMMISSIONS FORM 13F INFORMATION
PREPARED FOR ALLEGHANY CORPORATION
AS OF 06/30/07
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
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INVESTMENT VOTING
MARKET DISCRETION AUTHORITY
TITLE OF VALUE SHRS OR SH/ PUT/ SOLE SHRD OTHER SOLE SHRD NONE
NAME OF ISSUER CLASS CUSIP (x 1000) PRN AMT PRN CALL (A) (B) (C) MANAGER (A) (B) (C)
------------------------------------------------------------------------------------------------------------------------------------
PLATINUM UNDERWRITER HLDGS L COM G7127P100 13,900 400,000 SH X 4 X
AT&T INC COM 00206R102 2,075 50,000 SH X 4 X
AGILENT TECHNOLOGIES INC COM 00846U101 1,153 30,000 SH X 4 X
ALEXANDER & BALDWIN INC COM 014482103 1,062 20,000 SH X 4 X
AMERICAN EXPRESS CO COM 025816109 1,530 25,000 SH X 4 X
AMERICAN INTL GROUP INC COM 026874107 1,401 20,000 SH X 4 X
ANADARKO PETE CORP COM 032511107 38,993 750,000 SH X 2 X
ANADARKO PETE CORP COM 032511107 12,998 250,000 SH X 3 X
APACHE CORP COM 037411105 39,775 487,500 SH X 2 X
APACHE CORP COM 037411105 13,258 162,500 SH X 3 X
APPLERA CORP COM AP BIO GRP 038080103 1,527 50,000 SH X 4 X
APPLIED MATLS INC COM 038222105 994 50,000 SH X 4 X
AUTODESK INC COM 052769106 1,412 30,000 SH X 4 X
AUTOMATIC DATA PROCESSING IN COM 053015103 969 20,000 SH X 4 X
BELO CORP COM SER A 080555105 1,030 50,000 SH X 4 X
BERKSHIRE HATHAWAY INC DEL CL B 084670207 1,442 400 SH X 4 X
BOEING CO COM 097023105 1,442 15,000 SH X 4 X
BURLINGTON NORTHN SANTA FE C COM 12189T104 425,700 5,000,000 SH X 1 X
CATERPILLAR INC DEL COM 149123101 1,958 25,000 SH X 4 X
CHEVRON CORP NEW COM 166764100 1,685 20,000 SH X 1 X
CHEVRON CORP NEW COM 166764100 34,960 415,000 SH X 2 X
CHEVRON CORP NEW COM 166764100 13,057 155,000 SH X 3 X
CHEVRON CORP NEW COM 166764100 9,266 110,000 SH X 4 X
CHUBB CORP COM 171232101 1,624 30,000 SH X 4 X
CITADEL BROADCASTING CORP COM 17285T106 22,285 3,455 SH X 4 X
CIMAREX ENERGY CO COM 171798101 11,823 300,000 SH X 2 X
CIMAREX ENERGY CO COM 171798101 7,882 200,000 SH X 3 X
COCA COLA CO COM 191216100 1,308 25,000 SH X 4 X
CONOCOPHILLIPS COM 20825C104 1,570 20,000 SH X 1 X
CONOCOPHILLIPS COM 20825C104 25,120 320,000 SH X 2 X
CONOCOPHILLIPS COM 20825C104 14,130 180,000 SH X 3 X
CONOCOPHILLIPS COM 20825C104 40,035 510,000 SH X 4 X
COSTCO WHSL CORP NEW COM 22160K105 1,756 30,000 SH X 4 X
DTE ENERGY CO COM 233331107 5,786 120,000 SH X 2 X
DTE ENERGY CO COM 233331107 1,929 40,000 SH X 3 X
DARWIN PROFESSIONAL UNDERWRI COM 237502109 235,870 9,371,096 SH X 4 X
DEERE & CO COM 244199105 1,811 15,000 SH X 4 X
DEVON ENERGY CORP NEW COM 25179M103 44,038 562,500 SH X 2 X
DEVON ENERGY CORP NEW COM 25179M103 14,679 187,500 SH X 3 X
DISNEY WALT CO COM DISNEY 254687106 1,536 45,000 SH X 4 X
DOMINION RES INC VA NEW COM 25746U109 11,652 135,000 SH X 2 X
DOMINION RES INC VA NEW COM 25746U109 5,610 65,000 SH X 3 X
DOW CHEM CO COM 260543103 884 20,000 SH X 4 X
DU PONT EI DE NEMOURS & CO COM 263534109 1,525 30,000 SH X 4 X
EXXON MOBIL CORP COM 30231G102 2,516 30,000 SH X 4 X
FEDEX CORP COM 31428X106 1,665 15,000 SH X 4 X
FIFTH THIRD BANCOP COM 316773100 795 20,000 SH X 4 X
FREEPORT-MCMORAN COPPER & GO CL B 35671D857 18,635 225,000 SH X 2 X
FREEPORT-MCMORAN COPPER & GO CL B 35671D857 6,212 75,000 SH X 3 X
GENERAL ELECTRIC CO COM 369604103 1,723 45,000 SH X 4 X
GREAT PLAINS ENERGY INC COM 391164100 2,912 100,000 SH X 2 X
GREAT PLAINS ENERGY INC COM 391164100 1,747 60,000 SH X 3 X
HSBC HLDGS PLC SPON ADR NEW 404280406 18,354 200,000 SH X 2 X
HSBC HLDGS PLC SPON ADR NEW 404280406 9,177 100,000 SH X 3 X
HOME DEPOT INC COM 437076102 787 20,000 SH X 4 X
INTEL CORP COM 458140100 1,662 70,000 SH X 4 X
INTERNATIONAL BUSINESS MACHS COM 459200101 1,263 12,000 SH X 4 X
INTUIT COM 461202103 602 20,000 SH X 4 X
JOHNSON AND JOHNSON COM 478160104 1,232 20,000 SH X 4 X
KELLOGG COM 487836108 1,036 20,000 SH X 4 X
LAUDER ESTEE COS INC CL A 518439104 1,138 25,000 SH X 4 X
LIBERTY MEDIA HLDG CORP CAP COM SER A 53071M302 647 5,500 SH X 4 X
LILLY ELI & CO COM 532457108 1,676 30,000 SH X 4 X
LINCOLN NATIONAL CORP IND COM 534187109 1,274 17,963 SH X 4 X
MANPOWER INC COM 56418H100 1,384 15,000 SH X 4 X
MCCLATCHY CO COM 579489105 759 30,000 SH X 4 X
1
SECURITIES AND EXCHANGE COMMISSIONS FORM 13F INFORMATION
PREPARED FOR ALLEGHANY CORPORATION
AS OF 06/30/07
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
------------------------------------------------------------------------------------------------------------------------------------
INVESTMENT VOTING
MARKET DISCRETION AUTHORITY
TITLE OF VALUE SHRS OR SH/ PUT/ SOLE SHRD OTHER SOLE SHRD NONE
NAME OF ISSUER CLASS CUSIP (x 1000) PRN AMT PRN CALL (A) (B) (C) MANAGER (A) (B) (C)
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MEDTRONIC INC COM 585055106 1,556 30,000 SH X 4 X
MICROSOFT CORP COM 594918104 2,063 70,000 SH X 4 X
MILLIPORE CORP COM 601073109 1,502 20,000 SH X 4 X
NEWS CORP CL A 65248E104 1,485 70,000 SH X 4 X
NOBLE ENERGY INC COM 655044105 1,872 30,000 SH X 4 X
NORDSTROM INC COM 655664100 1,534 30,000 SH X 4 X
NOVARTIS AG SPONSORED ADR 66987V109 1,402 25,000 SH X 4 X
PFIZER INC COM 717081103 3,324 130,000 SH X 2 X
PFIZER INC COM 717081103 1,790 70,000 SH X 3 X
PROCTER & GAMBLE CO COM 742718109 13,170 215,227 SH X 2 X
PROCTER & GAMBLE CO COM 742718109 8,811 144,000 SH X 3 X
PROCTER & GAMBLE CO COM 742718109 1,836 30,000 SH X 4 X
SCHLUMBERGER LTD COM 806857108 2,548 30,000 SH X 4 X
SIGMA ALDRICH CORP COM 826552101 1,280 30,000 SH X 4 X
SONY CORP ADR NEW 835699307 1,284 25,000 SH X 4 X
STATE STR CORP COM 857477103 1,026 15,000 SH X 4 X
SYSCO CORP COM 871829107 825 25,000 SH X 4 X
TEXAS INSTRS INC COM 882508104 753 20,000 SH X 4 X
3M CO COM 88579Y101 1,909 22,000 SH X 4 X
WACHOVIA CORP 2ND NEW COM 929903102 1,538 30,000 SH X 4 X
WAL MART STORES INC COM 931142103 1,924 40,000 SH X 4 X
WASHINGTON POST CO CL B 939640108 776 1,000 SH X 4 X
WEYERHAUSER CO COM 962166104 1,579 20,000 SH X 4 X
GRAND TOTAL 1,207,423 22,622,641
2