Alleghany 2021 Full Year Performance Highlights slide image

Alleghany 2021 Full Year Performance Highlights

Components of Alleghany 2021 Growth in Book Value $ in millions Alleghany 2021 Growth in Book Value $ millions Net underwriting gain, before catastrophe losses Net current year catastrophe losses (1) Net underwriting gain, after catastrophe losses Alleghany Capital Common equities: Dividend income Net realized and unrealized gains A % 702 (548) 8.0% (6.2%) 154 1.8% 146 1.7% 64 0.7% 400 4.6% 464 5.3% Fixed income: Interest income 306 3.5% Net realized and unrealized gains (254) (2.9%) 52 0.6% Other invested assets Investments sub-total 71 0.8% 587 6.7% Sub-total Interest expense(2) Other net expenses(3) 887 10.2% (68) (0.8%) (95) (1.1%) Total growth in book value before capital transactions 724 8.3% (1) Net current year catastrophe losses are net of reinstatement premiums. (2) Excludes Alleghany Capital's interest expenses, which are included in Alleghany Capital's returns above. (3) Other, net includes corporate administration expenses, re/insurance subsidiary long-term incentive compensation expenses, Alleghany Properties, AIHL Re, and miscellaneous other income and expenses. 8
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