Mountain Road Advisors, LLC Buys Arch Capital Group, Alleghany Corp, American Financial Group Inc, Sells Marsh & McLennan Inc

• New Purchases: CB, AMSF, ORI, LNC, AIG, FAF, EVER, BRO, PRA, SIGI,
• Added Positions: ACGL, Y, AFG, ARGO, JRVR, RNR, MKL, RLI, EIG, PGR, WRB, BRP, ESGR,
• Reduced Positions: MMC,

For the details of Mountain Road Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mountain+road+advisors%2C+llc/current-portfolio/portfolio

1. Arch Capital Group Ltd (ACGL) - 1,457,990 shares, 12.25% of the total portfolio. Shares added by 260.59%
2. Alleghany Corp (Y) - 77,380 shares, 11.35% of the total portfolio. Shares added by 166.83%
3. American Financial Group Inc (AFG) - 547,062 shares, 9.78% of the total portfolio. Shares added by 186.87%
4. Argo Group International Holdings Ltd (ARGO) - 944,022 shares, 9.12% of the total portfolio. Shares added by 215.02%
5. RenaissanceRe Holdings Ltd (RNR) - 171,468 shares, 8.39% of the total portfolio. Shares added by 155.33%

Mountain Road Advisors, LLC initiated holding in Chubb Ltd. The purchase prices were between $113.85 and $136.03, with an estimated average price of $125.61. The stock is now traded at around $137.69. The impact to a portfolio due to this purchase was 4.68%. The holding were 140,000 shares as of .

Mountain Road Advisors, LLC initiated holding in AMERISAFE Inc. The purchase prices were between $56.14 and $67.9, with an estimated average price of $62.99. The stock is now traded at around $61.10. The impact to a portfolio due to this purchase was 1.27%. The holding were 80,000 shares as of .

Mountain Road Advisors, LLC initiated holding in Old Republic International Corp. The purchase prices were between $14.09 and $17.4, with an estimated average price of $15.99. The stock is now traded at around $17.08. The impact to a portfolio due to this purchase was 1.22%. The holding were 300,000 shares as of .

Mountain Road Advisors, LLC initiated holding in Lincoln National Corp. The purchase prices were between $30.14 and $39.81, with an estimated average price of $35.72. The stock is now traded at around $34.07. The impact to a portfolio due to this purchase was 0.56%. The holding were 60,000 shares as of .

Mountain Road Advisors, LLC initiated holding in American International Group Inc. The purchase prices were between $26.43 and $32.67, with an estimated average price of $29.8. The stock is now traded at around $33.16. The impact to a portfolio due to this purchase was 0.49%. The holding were 65,000 shares as of .

Mountain Road Advisors, LLC initiated holding in First American Financial Corp. The purchase prices were between $46.34 and $55.72, with an estimated average price of $51.74. The stock is now traded at around $48.60. The impact to a portfolio due to this purchase was 0.43%. The holding were 30,000 shares as of .

Mountain Road Advisors, LLC added to a holding in Arch Capital Group Ltd by 260.59%. The purchase prices were between $27.04 and $32.85, with an estimated average price of $30.47. The stock is now traded at around $31.55. The impact to a portfolio due to this purchase was 8.85%. The holding were 1,457,990 shares as of .

Mountain Road Advisors, LLC added to a holding in Alleghany Corp by 166.83%. The purchase prices were between $471.19 and $567.21, with an estimated average price of $525.58. The stock is now traded at around $572.54. The impact to a portfolio due to this purchase was 7.1%. The holding were 77,380 shares as of .

Mountain Road Advisors, LLC added to a holding in American Financial Group Inc by 186.87%. The purchase prices were between $56.83 and $69.63, with an estimated average price of $64.4. The stock is now traded at around $77.47. The impact to a portfolio due to this purchase was 6.37%. The holding were 547,062 shares as of .

Mountain Road Advisors, LLC added to a holding in Argo Group International Holdings Ltd by 215.02%. The purchase prices were between $31.23 and $37.61, with an estimated average price of $34.91. The stock is now traded at around $36.73. The impact to a portfolio due to this purchase was 6.22%. The holding were 944,022 shares as of .

Mountain Road Advisors, LLC added to a holding in James River Group Holdings Ltd by 243.32%. The purchase prices were between $42.1 and $50.19, with an estimated average price of $46.59. The stock is now traded at around $46.85. The impact to a portfolio due to this purchase was 5.38%. The holding were 593,543 shares as of .

Mountain Road Advisors, LLC added to a holding in RenaissanceRe Holdings Ltd by 155.33%. The purchase prices were between $164.73 and $189.8, with an estimated average price of $176.84. The stock is now traded at around $166.66. The impact to a portfolio due to this purchase was 5.1%. The holding were 171,468 shares as of .