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Home > Institutional Investor > Allegheny Financial Group Ltd > Profile

Instuitional Investor - Allegheny Financial Group Ltd

Fund Profile
Filing Period:
Fund Name: Allegheny Financial Group Ltd
Portfolio Value $390,072,552
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Erie Indemnity Co
 ERIE 65,637 $27,505,434 7.05%
2.
Nvr Inc
 NVR 3,013 $21,833,483 5.6%
3.
Putnam Etf Trust
 511,611 $19,482,151 4.99%
4.
Ishares Tr
 310,713 $19,195,869 4.92%
5.
Apple Inc.
 AAPL 78,247 $17,381,034 4.46%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)

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