UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: September 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 November 13, 2003
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[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: 26
Form 13F Information Table Value Total: $605,817
(thousands)
List of Other Included Managers:
No. Form 13F File Number Name
2 RSUI Indemnity Company
SECURITIES AND EXCHANGE COMMISSIONS FORM 13F INFORMATION
PREPARED FOR ALLEGHANY CORPORATION
AS OF 09/30/03
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
-------- -------- -------- -------- -------- -------- -------- --------
TITLE INVESTMENT VOTING
NAME OF ISSUER 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 1,095 25,000 SH X 1 X
AMB PROPERTY CORP COM 00163T109 2,283 74,100 SH X 1 X
AMEREN CORP COM 023608102 4,291 100,000 SH X 1 X
ARCH COAL INC COM 039380100 6,442 272,035 SH X 1 X
ARCH COAL INC COM 039380100 14,870 627,965 SH X 2 X
ARCHSTONE SMITH TR COM 039583109 2,073 78,593 SH X 1 X
AVALONBAY CMNTYS INC COM 053484101 2,029 43,364 SH X 1 X
BERKSHIRE HATHAWAY INC DEL CL B 084670207 2,823 1,131 SH X 1 X
BURLINGTON NORTHN SANTA FE C COM 12189T104 313,441 10,625,125 SH X 1 X
BURLINGTON NORTHN SANTA FE C COM 12189T104 29,557 1,001,948 SH X 2 X
CIGNA CORP COM 125509109 68,338 1,486,910 SH X 1 X
CIGNA CORP COM 125509109 115,502 2,513,090 SH X 2 X
CINERGY CORP COM 172474108 3,470 100,000 SH X 1 X
CORPORATE OFFICE PPTYS TR SH
BEN
INT 22002T108 2,140 115,600 SH X 1 X
FEDERAL REALTY INVT TR SH
BEN
INT
NEW 313747206 2,191 59,440 SH X 1 X
FIRST FED CAP CORP COM 319960100 1,973 96,000 SH X 1 X
GREAT PLAINS ENERGY INC COM 391164100 3,032 100,000 SH X 1 X
JOHNSON & JOHNSON COM 478160104 2,476 50,000 SH X 1 X
MACERICH CO COM 554382101 2,092 55,410 SH X 1 X
MAGUIRE PPTYS INC COM 559775101 2,105 102,700 SH X 1 X
OLD REP INTL CORP COM 680223104 3,309 100,000 SH X 1 X
PINNACLE WEST CAP CORP COM 723484101 3,550 100,000 SH X 1 X
PUBLIC STORAGE INC COM 74460D109 2,130 54,300 SH X 1 X
SL GREEN RLTY CORP COM 78440X101 2,105 58,300 SH X 1 X
SAFECO CORP COM 786429100 3,535 100,000 SH X 1 X
SIMON PPTY GROUP INC NEW COM 828806109 2,109 48,400 SH X 1 X
TAUBMAN CTRS INC COM 876664103 2,019 103,000 SH X 1 X
UNITED DOMINION
REALTY TR IN COM 910197102 2,089 114,100 SH X 1 X
UNITED FIRE & CAS CO COM 910331107 2,748 75,684 SH X 1 X
GRAND TOTAL 605,817 18,282,195
1