Alleghany Corp as of Dec. 31, 2019
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 23 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.8 | $234M | 1.5M | 157.70 | |
| Visa (V) | 9.2 | $199M | 1.1M | 187.92 | |
| Roper Industries (ROP) | 8.7 | $187M | 528k | 354.23 | |
| Alphabet Inc Class A cs (GOOGL) | 8.0 | $172M | 128k | 1339.38 | |
| Comcast Corporation (CMCSA) | 6.4 | $137M | 3.1M | 44.97 | |
| Thermo Fisher Scientific (TMO) | 6.3 | $137M | 422k | 324.87 | |
| Marsh & McLennan Companies (MMC) | 5.2 | $111M | 1.0M | 111.41 | |
| Schlumberger (SLB) | 5.1 | $111M | 2.8M | 40.20 | |
| CSX Corporation (CSX) | 5.0 | $109M | 1.5M | 72.36 | |
| Apple (AAPL) | 3.9 | $83M | 283k | 293.65 | |
| UnitedHealth (UNH) | 3.8 | $83M | 281k | 293.98 | |
| Air Products & Chemicals (APD) | 3.8 | $82M | 350k | 234.99 | |
| Cedar Fair (FUN) | 3.4 | $74M | 1.3M | 55.44 | |
| Cigna Corp (CI) | 3.4 | $74M | 359k | 204.49 | |
| Old Republic International Corporation (ORI) | 3.2 | $69M | 3.1M | 22.37 | |
| MasterCard Incorporated (MA) | 2.5 | $53M | 177k | 298.59 | |
| Service Corporation International (SCI) | 2.4 | $53M | 1.1M | 46.03 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $52M | 370k | 139.40 | |
| Amazon (AMZN) | 2.3 | $49M | 27k | 1847.79 | |
| Zimmer Holdings (ZBH) | 1.2 | $26M | 174k | 149.68 | |
| Dominion Resources (D) | 1.2 | $26M | 310k | 82.82 | |
| Northrop Grumman Corporation (NOC) | 1.1 | $24M | 70k | 343.96 | |
| Delta Air Lines (DAL) | 0.7 | $15M | 255k | 58.48 |
