UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: December 31, 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 February 12, 2008
------------------------------------- ------------- -----------------
[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: 74
Form 13F Information Table Value Total: $1,355,827
(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 12/31/07
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
-------- -------------- --------- --------- ------------------- --------------- -------- --------------
INVESTMENT VOTING
DISCRETION AUTHORITY
MARKET --------------- --------------
VALUE SHRS OR SH/ PUT/ SOLE SHRD OTHER SOLE SHRD NONE
NAME OF ISSUER TITLE OF CLASS CUSIP (X 1000) PRIN AMT PRN CALL (A) (B) (C) MANAGER (A) (B) (C)
-------------- -------------- --------- --------- ---------- --- ---- ---- ---- ----- -------- ---- ---- ----
NABORS INDUSTRIES LTD SHS G6359F103 959 35,000 SH X 1 X
NABORS INDUSTRIES LTD SHS G6359F103 23,145 845,000 SH X 2 X
NABORS INDUSTRIES LTD SHS G6359F103 3,424 125,000 SH X 3 X
PLATINUM UNDERWRITER HLDGS L COM G7127P100 13,691 385,000 SH X 4 X
WEATHERFORD INTERNATIONAL LT COM G95089101 1,715 25,000 SH X 1 X
WEATHERFORD INTERNATIONAL LT COM G95089101 5,208 75,920 SH X 2 X
WEATHERFORD INTERNATIONAL LT COM G95089101 4,459 65,000 SH X 3 X
UBS AG SHS NEW H98231338 1,610 35,000 SH X 1 X
UBS AG SHS NEW H98231338 20,470 445,000 SH X 2 X
UBS AG SHS NEW H98231338 8,280 180,000 SH X 3 X
AT&T INC COM 00206R102 1,662 40,000 SH X 4 X
AGILENT TECHNOLOGIES INC COM 00846U101 1,102 30,000 SH X 4 X
ALEXANDER & BALDWIN INC COM 014482103 1,033 20,000 SH X 4 X
AMERICAN EXPRESS CO COM 025816109 1,561 30,000 SH X 4 X
AMERICAN INTL GROUP INC COM 026874107 1,166 20,000 SH X 4 X
APACHE CORP COM 037411105 50,275 467,500 SH X 2 X
APACHE CORP COM 037411105 13,174 122,500 SH X 3 X
APPLERA CORP COM AP BIO GRP 038080103 1,696 50,000 SH X 4 X
APPLIED MATLS INC COM 038222105 888 50,000 SH X 4 X
AUTODESK INC COM 052769106 1,493 30,000 SH X 4 X
AUTOMATIC DATA PROCESSING IN COM 053015103 891 20,000 SH X 4 X
BELO CORP COM SER A 080555105 872 50,000 SH X 4 X
BERKSHIRE HATHAWAY INC DEL CL B 084670207 1,894 400 SH X 4 X
BOEING CO COM 097023105 1,312 15,000 SH X 4 X
BURLINGTON NORTHN SANTA FE C COM 12189T104 416,150 5,000,000 SH X 1 X
CATERPILLAR INC DEL COM 149123101 1,814 25,000 SH X 4 X
CHESAPEAKE ENERGY CORP COM 165167107 1,960 50,000 SH X 1 X
CHESAPEAKE ENERGY CORP COM 165167107 1,960 50,000 SH X 2 X
CHESAPEAKE ENERGY CORP COM 165167107 4,900 125,000 SH X 3 X
CHEVRON CORP NEW COM 166764100 1,867 20,000 SH X 1 X
CHEVRON CORP NEW COM 166764100 38,732 415,000 SH X 2 X
CHEVRON CORP NEW COM 166764100 12,133 130,000 SH X 3 X
CHEVRON CORP NEW COM 166764100 10,266 110,000 SH X 4 X
CHUBB CORP COM 171232101 1,637 30,000 SH X 4 X
COCA COLA CO COM 191216100 1,534 25,000 SH X 4 X
COMMERCE BANCORP INC NJ COM 200519106 9,039 237,000 SH X 2 X
COMMERCE BANCORP INC NJ COM 200519106 496 13,000 SH X 3 X
CONOCOPHILLIPS COM 20825C104 1,766 20,000 SH X 1 X
CONOCOPHILLIPS COM 20825C104 28,256 320,000 SH X 2 X
CONOCOPHILLIPS COM 20825C104 12,804 145,000 SH X 3 X
CONOCOPHILLIPS COM 20825C104 45,033 510,000 SH X 4 X
COSTCO WHSL CORP NEW COM 22160K105 2,093 30,000 SH X 4 X
DARWIN PROFESSIONAL UNDERWRI COM 237502109 222,845 9,371,096 SH X 4 X
DEERE & CO COM 244199105 2,794 30,000 SH X 4 X
DEVON ENERGY CORP NEW COM 25179M103 1,778 20,000 SH X 1 X
DEVON ENERGY CORP NEW COM 25179M103 47,345 532,500 SH X 2 X
DEVON ENERGY CORP NEW COM 25179M103 13,781 155,000 SH X 3 X
DISNEY WALT CO COM DISNEY 254687106 1,453 45,000 SH X 4 X
DOW CHEM CO COM 260543103 788 20,000 SH X 4 X
DU PONT EI DE NEMOURS & CO COM 263534109 1,323 30,000 SH X 4 X
EXXON MOBIL CORP COM 30231G102 2,811 30,000 SH X 4 X
FEDEX CORP COM 31428X106 1,338 15,000 SH X 4 X
FIFTH THIRD BANCOP COM 316773100 503 20,000 SH X 4 X
GENERAL ELECTRIC CO COM 369604103 2,039 55,000 SH X 1 X
GENERAL ELECTRIC CO COM 369604103 7,229 195,000 SH X 2 X
GENERAL ELECTRIC CO COM 369604103 4,819 130,000 SH X 3 X
GENERAL ELECTRIC CO COM 369604103 1,668 45,000 SH X 4 X
HSBC HLDGS PLC SPON ADR NEW 404280406 16,742 200,000 SH X 2 X
HSBC HLDGS PLC SPON ADR NEW 404280406 8,371 100,000 SH X 3 X
HOME DEPOT INC COM 437076102 539 20,000 SH X 4 X
INTEL CORP COM 458140100 1,866 70,000 SH X 4 X
INTERNATIONAL BUSINESS MACHS COM 459200101 1,297 12,000 SH X 4 X
INTUIT COM 461202103 632 20,000 SH X 4 X
JOHNSON AND JOHNSON COM 478160104 1,334 20,000 SH X 4 X
KELLOGG COM 487836108 1,049 20,000 SH X 4 X
KRAFT FOODS INC CL A 50075N104 1,795 55,000 SH X 1 X
1
SECURITIES AND EXCHANGE COMMISSIONS FORM 13F INFORMATION
PREPARED FOR ALLEGHANY CORPORATION
AS OF 12/31/07
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
-------- -------------- --------- --------- ------------------- --------------- -------- --------------
INVESTMENT VOTING
DISCRETION AUTHORITY
MARKET --------------- --------------
VALUE SHRS OR SH/ PUT/ SOLE SHRD OTHER SOLE SHRD NONE
NAME OF ISSUER TITLE OF CLASS CUSIP (X 1000) PRIN AMT PRN CALL (A) (B) (C) MANAGER (A) (B) (C)
-------------- -------------- --------- --------- ---------- --- ---- ---- ---- ----- -------- ---- ---- ----
KRAFT FOODS INC CL A 50075N104 21,862 670,000 SH X 2 X
KRAFT FOODS INC CL A 50075N104 5,058 155,000 SH X 3 X
LAUDER ESTEE COS INC CL A 518439104 1,090 25,000 SH X 4 X
LIBERTY MEDIA HLDG CORP CAP COM SER A 53071M302 466 4,000 SH X 4 X
LILLY ELI & CO COM 532457108 1,602 30,000 SH X 4 X
LINCOLN NATIONAL CORP IND COM 534187109 1,046 17,963 SH X 4 X
MANPOWER INC COM 56418H100 854 15,000 SH X 4 X
MEDTRONIC INC COM 585055106 1,508 30,000 SH X 4 X
MERRILL LYNCH & CO INC COM 590188108 1,610 30,000 SH X 1 X
MERRILL LYNCH & CO INC COM 590188108 15,030 280,000 SH X 2 X
MERRILL LYNCH & CO INC COM 590188108 4,831 90,000 SH X 3 X
MICROSOFT CORP COM 594918104 2,492 70,000 SH X 4 X
MILLIPORE CORP COM 601073109 1,464 20,000 SH X 4 X
NEWS CORP CL A 65248E104 1,434 70,000 SH X 4 X
NOBLE ENERGY INC COM 655044105 2,386 30,000 SH X 4 X
NORDSTROM INC COM 655664100 1,102 30,000 SH X 4 X
NOVARTIS AG SPONSORED ADR 66987V109 1,358 25,000 SH X 4 X
OLD REP INTL CORP COM 680223104 1,926 125,000 SH X 1 X
OLD REP INTL CORP COM 680223104 1,541 100,000 SH X 2 X
OLD REP INTL CORP COM 680223104 385 25,000 SH X 3 X
OLD REP INTL CORP COM 680223104 21,574 1,400,000 SH X 4 X
PFIZER INC COM 717081103 1,818 80,000 SH X 1 X
PFIZER INC COM 717081103 15,343 675,000 SH X 2 X
PFIZER INC COM 717081103 5,569 245,000 SH X 3 X
PROCTER & GAMBLE CO COM 742718109 15,802 215,227 SH X 2 X
PROCTER & GAMBLE CO COM 742718109 10,572 144,000 SH X 3 X
PROCTER & GAMBLE CO COM 742718109 2,203 30,000 SH X 4 X
SCHLUMBERGER LTD COM 806857108 2,459 25,000 SH X 4 X
SIGMA ALDRICH CORP COM 826552101 1,638 30,000 SH X 4 X
SONY CORP ADR NEW 835699307 1,358 25,000 SH X 4 X
STATE STR CORP COM 857477103 1,218 15,000 SH X 4 X
SYSCO CORP COM 871829107 936 30,000 SH X 4 X
TESORO CORP COM 881609101 20,273 425,000 SH X 2 X
TEXAS INSTRS INC COM 882508104 668 20,000 SH X 4 X
3M CO COM 88579Y101 1,855 22,000 SH X 4 X
VALERO ENERGY CORP NEW COM 91913Y100 1,401 20,000 SH X 1 X
VALERO ENERGY CORP NEW COM 91913Y100 21,709 310,000 SH X 2 X
VALERO ENERGY CORP NEW COM 91913Y100 9,804 140,000 SH X 3 X
WACHOVIA CORP 2ND NEW COM 929903102 1,521 40,000 SH X 1 X
WACHOVIA CORP 2ND NEW COM 929903102 23,388 615,000 SH X 2 X
WACHOVIA CORP 2ND NEW COM 929903102 7,036 185,000 SH X 3 X
WACHOVIA CORP 2ND NEW COM 929903102 1,521 40,000 SH X 4 X
WAL MART STORES INC COM 931142103 2,139 45,000 SH X 4 X
WASHINGTON POST CO CL B 939640108 791 1,000 SH X 4 X
WEYERHAUSER CO COM 962166104 1,475 20,000 SH X 4 X
WYETH COM 983024100 1,105 25,000 SH X 1 X
WYETH COM 983024100 8,396 190,000 SH X 2 X
WYETH COM 983024100 2,651 60,000 SH X 3 X
--------- ----------
GRAND TOTAL 1,355,827 28,541,106
========= ==========
2