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, 2003
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: 375 Park Avenue
New York, NY 10152
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, Controller, Treasurer and Assistant Secretary
Phone: 212-752-1356
Signature, Place, and Date of Signing:
/s/ Peter R. Sismondo New York, NY August 13, 2003
--------------------------------------------------------------------------------
[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: 1
Form 13F Information Table Entry Total: 22
Form 13F Information Table Value Total: $698,783
(thousands)
List of Other Included Managers:
No. Form 13F File Number Name
2 Underwriters Reinsurance Company
SECURITIES AND EXCHANGE COMMISSIONS FORM 13F INFORMATION
PREPARED FOR ALLEGHANY CORPORATION
AS OF 06/30/03
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
---------------------- -------------- --------- -------- --------------------- ----------------- -------- ----------------
INVESTMENT VOTING
NAME OF ISSUER TITLE OF CLASS CUSIP MARKET SHRS OR SH/ PUT/ DISCRETION MANAGER AUTHORITY
VALUE PRIN AMT PRN CALL SOLE SHRD OTHER SOLE SHRD NONE
(X 1000) (A) (B) (C) (A) (B) (C)
ALTRIA GROUP INC COM 02209S103 1,136 25,000 SH X 1 X
AMB PROPERTY CORP COM 00163T109 837 29,700 SH X 1 X
AMEREN CORP COM 023608102 4,410 100,000 SH X 1 X
APARTMENT INVT &
MGMT CO CL A 03748R101 927 26,800 SH X 1 X
ARCH COAL INC COM 039380100 6,251 272,035 SH X 1 X
ARCH COAL INC COM 039380100 14,431 627,965 SH X 2 X
ARCHSTONE-SMITH TR COM 039583109 1,154 48,093 SH X 1 X
AVALONBAY CMNTYS INC COM 053484101 1,137 26,664 SH X 1 X
BRE PROPERTIES INC CL A 05564E106 1,034 31,150 SH X 1 X
BERKSHIRE HATHAWAY INC
DEL CL B 084670207 2,748 1,131 SH X 1 X
BOSTON PROPERTIES INC COM 101121101 1,592 36,350 SH X 1 X
BURLINGTON NORTHN
SANTA FE COM 12189T104 337,479 11,866,352 SH X 1 X
BURLINGTON NORTHN
SANTA FE COM 12189T104 117,561 4,133,648 SH X 2 X
CIGNA CORP COM 125509109 69,796 1,486,910 SH X 1 X
CIGNA CORP COM 125509109 117,964 2,513,090 SH X 2 X
CINERGY CORP COM 172474108 3,679 100,000 SH X 1 X
FEDERAL REALTY INVT TR SH BEN INT 313747206 1,108 34,640 SH X 1 X
FIRST FED CAP CORP COM 319960100 1,899 96,000 SH X 1 X
FIRST INDUSTRIAL
REALTY TRUS COM 32054K103 841 26,600 SH X 1 X
GENERAL GROWTH PPTYS
INC COM 370021107 1,408 22,550 SH X 1 X
GREAT PLAINS ENERGY
INC COM 391164100 2,888 100,000 SH X 1 X
MACERICH CO COM 554382101 1,100 31,310 SH X 1 X
MACK CALI RLTY CORP COM 554489104 1,441 39,600 SH X 1 X
SAFECO CORP COM 786429100 3,529 100,000 SH X 1 X
UNITED FIRE & CAS CORP COM 910331107 2,433 75,684 SH X 1 X
GRAND TOTAL 698,783 21,851,272