Alleghany Corp as of March 31, 2022
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 30 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Roper Industries (ROP) | 5.9 | $188M | 397k | 472.23 | |
JPMorgan Chase & Co. (JPM) | 5.7 | $180M | 1.3M | 136.32 | |
Microsoft Corporation (MSFT) | 4.9 | $157M | 508k | 308.31 | |
Wheaton Precious Metals Corp (WPM) | 4.9 | $154M | 3.2M | 47.58 | |
Air Products & Chemicals (APD) | 4.9 | $154M | 615k | 249.91 | |
Dominion Resources (D) | 4.8 | $151M | 1.8M | 84.97 | |
Thermo Fisher Scientific (TMO) | 4.4 | $138M | 234k | 590.66 | |
UnitedHealth (UNH) | 4.2 | $134M | 264k | 509.96 | |
Amazon (AMZN) | 4.2 | $134M | 41k | 3259.94 | |
CSX Corporation (CSX) | 4.1 | $129M | 3.4M | 37.45 | |
Johnson & Johnson (JNJ) | 4.0 | $128M | 722k | 177.23 | |
Franco-Nevada Corporation (FNV) | 3.8 | $121M | 760k | 159.52 | |
Vulcan Materials Company (VMC) | 3.8 | $121M | 659k | 183.70 | |
Wells Fargo & Company (WFC) | 3.8 | $119M | 2.5M | 48.46 | |
Sherwin-Williams Company (SHW) | 3.3 | $106M | 424k | 249.62 | |
Visa Com Cl A (V) | 3.3 | $105M | 473k | 221.77 | |
Freeport-mcmoran CL B (FCX) | 3.3 | $104M | 2.1M | 49.74 | |
Comcast Corp Cl A (CMCSA) | 3.0 | $94M | 2.0M | 46.82 | |
Rockwell Automation (ROK) | 3.0 | $94M | 335k | 280.03 | |
Cigna Corp (CI) | 2.9 | $92M | 385k | 239.61 | |
Service Corporation International (SCI) | 2.5 | $80M | 1.2M | 65.82 | |
Old Republic International Corporation (ORI) | 2.4 | $75M | 2.9M | 25.87 | |
TransDigm Group Incorporated (TDG) | 2.3 | $73M | 112k | 651.53 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $71M | 26k | 2781.37 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $60M | 171k | 352.91 | |
Apple (AAPL) | 1.8 | $58M | 334k | 174.61 | |
Intel Corporation (INTC) | 1.6 | $51M | 1.0M | 49.58 | |
Nextera Energy (NEE) | 1.4 | $45M | 533k | 84.71 | |
Illumina (ILMN) | 1.1 | $36M | 102k | 349.41 | |
Progressive Corporation (PGR) | 0.5 | $17M | 151k | 113.97 |