Alleghany Corp as of June 30, 2020
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 23 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.5 | $144M | 706k | 203.51 | |
| Amazon (AMZN) | 11.2 | $139M | 50k | 2758.83 | |
| Roper Industries (ROP) | 9.2 | $115M | 295k | 388.26 | |
| Newmont Mining Corporation (NEM) | 8.2 | $102M | 1.7M | 61.74 | |
| Visa Com Cl A (V) | 6.9 | $86M | 443k | 193.17 | |
| Thermo Fisher Scientific (TMO) | 6.5 | $81M | 224k | 362.34 | |
| Franco-Nevada Corporation (FNV) | 5.8 | $73M | 520k | 139.65 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $53M | 37k | 1418.06 | |
| Barrick Gold Corp (GOLD) | 3.9 | $49M | 1.8M | 26.94 | |
| Apple (AAPL) | 3.8 | $48M | 132k | 364.79 | |
| Air Products & Chemicals (APD) | 3.8 | $47M | 195k | 241.45 | |
| Cigna Corp (CI) | 3.1 | $39M | 206k | 187.66 | |
| Old Republic International Corporation (ORI) | 3.0 | $38M | 2.3M | 16.31 | |
| Comcast Corp Cl A (CMCSA) | 2.9 | $36M | 925k | 38.98 | |
| UnitedHealth (UNH) | 2.7 | $34M | 116k | 294.96 | |
| Mastercard Incorporated Cl A (MA) | 2.6 | $32M | 109k | 295.71 | |
| Zimmer Holdings (ZBH) | 2.4 | $30M | 249k | 119.36 | |
| Dominion Resources (D) | 1.8 | $23M | 281k | 81.19 | |
| Service Corporation International (SCI) | 1.7 | $21M | 544k | 38.89 | |
| Wells Fargo & Company (WFC) | 1.6 | $20M | 763k | 25.61 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $17M | 183k | 94.05 | |
| CSX Corporation (CSX) | 0.9 | $12M | 167k | 69.82 | |
| Cedar Fair Depositry Unit (FUN) | 0.9 | $11M | 403k | 27.50 |
