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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 $388,282,772
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Erie Indemnity Co
 ERIE 65,789 $27,120,579 6.98%
2.
Nvr Inc
 NVR 3,027 $24,762,094 6.37%
3.
Apple Inc.
 AAPL 78,009 $19,535,241 5.03%
4.
Ishares Tr
 309,010 $18,954,705 4.88%
5.
Ansys Inc
 ANSS 51,678 $17,432,872 4.48%
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)