CIK: 0001753564
Total reported value
$113.4M
Reporting period: 2020-09-30 · Number of holdings: 17
Mountain Road Advisors, LLC disclosed 17 holdings in its latest 13F filing for the period ending 2020-09-30, with total reported value of $113.4M and a quarterly turnover rate of 23.7%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "M"
Mountain Road Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.084 — mathematically equivalent to about 12 equally-sized positions, close to its 17 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.67), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 4.5 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 4% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim RNR
-29.8% -$3.0M
Add EIG
+1409.3% $3.4M
Trim PGR
-40.0% -$1.9M
Trim AFG
-2.6% -$817.0K
Trim YUSD
-8.8% -$364.0K
Add RLI
+25.3% $1.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | YUSD | Alleghany CORP | Stock-Other | 12.19% | -1.35% | -8.76% | |
| 2 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 12.05% | +1.00% | +9.89% | |
| 3 | MKL | Markel Group INC | Stock-Financials | 10.59% | +0.24% | -2.15% | |
| 4 | AFG | American Financial Group INC | Stock-Financials | 9.95% | -1.60% | -2.62% | |
| 5 | ✓ | Stock-Other | 9.01% | -0.95% | +1.67% | ||
| 6 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 7.50% | -3.46% | -29.78% | |
| 7 | WRB | Wr Berkley CORP | Stock-Financials | 7.35% | +0.24% | +3.85% | |
| 8 | JRVR | James River Group Holdings, Inc. | Stock-Other | 7.20% | -0.22% | +1.91% | |
| 9 | RLI | Rli CORP | Stock-Financials | 5.69% | +1.11% | +25.34% | |
| 10 | ✓ | Trean Insurance Group INC | Stock-Other | 3.78% | +3.78% | NEW | |
| 11 | PGR | Progressive CORP | Stock-Financials | 3.59% | -2.14% | -40.00% | |
| 12 | EIG | Employers Holdings INC | Stock-Other | 3.22% | +3.01% | +1409.35% | |
| 13 | BWIN | Baldwin Insurance Group Inc/ | Stock-Other | 2.86% | -0.69% | -13.76% | |
| 14 | CB | Chubb Limited | Stock-Financials | 2.81% | +2.81% | NEW | |
| 15 | ✓ | Intl Gnrl Insurance Hldngs L | Stock-Other | 1.05% | -0.15% | — | |
| 16 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.03% | -1.02% | -50.00% | |
| 17 | PRA | Proassurance CORP | Stock-Other | 0.13% | +0.13% | NEW |
Not enough priced holdings yet to compute performance
Mountain Road Advisors, LLC's most significant position changes for 2020-09-30: New buy: Trean Insurance Group INC; New buy: Chubb Limited (CB); Sold out: Enstar Group Limited - Deposita (ESGRP); New buy: Proassurance CORP (PRA); Trim: RenaissanceRe Holdings Ltd. (RNR) — shares -29.78%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EIG | Employers Holdings INC | +3% | +1409.35% | Add |
| 2 | RLI | Rli CORP | +1.1% | +25.34% | Add |
| 3 | ACGL | Arch Capital Group Ltd. | +1% | +9.89% | Add |
| 4 | MKL | Markel Group INC | +0.2% | -2.15% | Trim |
| 5 | WRB | Wr Berkley CORP | +0.2% | +3.85% | Add |
| 6 | ✓ | Intl Gnrl Insurance Hldngs L | -0.2% | — | Unchanged |
| 7 | JRVR | James River Group Holdings, Inc. | -0.2% | +1.91% | Add |
| 8 | BWIN | Baldwin Insurance Group Inc/ | -0.7% | -13.76% | Trim |
| 9 | ✓ | -1% | +1.67% | Add | |
| 10 | MRSH | Marsh & Mclennan Cos | -1% | -50.00% | Trim |
| 11 | YUSD | Alleghany CORP | -1.4% | -8.76% | Trim |
| 12 | AFG | American Financial Group INC | -1.6% | -2.62% | Trim |
| 13 | PGR | Progressive CORP | -2.1% | -40.00% | Trim |
| 14 | RNR | RenaissanceRe Holdings Ltd. | -3.5% | -29.78% | Trim |
| 15 | ✓ | Trean Insurance Group INC | — | NEW | New buy |
| 16 | CB | Chubb Limited | — | NEW | New buy |
| 17 | ESGRP | Enstar Group Limited - Deposita | — | EXIT | Sold out |
| 18 | PRA | Proassurance CORP | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2020-09-30 | 2020-11-16 | Amendment | View on EDGAR |
| 2020-09-30 | 2020-11-06 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-07 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-07 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-12 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001469589
Total reported value
$113.4M
49 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001862864
Total reported value
$113.3M
127 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0002112547
Total reported value
$113.3M
37 stks
2026-03-31
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0000104889
Total reported value
$966.7M
6 stks
2026-03-31
1 of the top 5 holdings overlap, including Markel Group INC
CIK 0000846600
Total reported value
$232.1M
55 stks
2026-03-31
1 of the top 5 holdings overlap, including Markel Group INC
CIK 0000887777
Total reported value
$18.4B
1,302 stks
2026-03-31
1 of the top 5 holdings overlap, including Markel Group INC