Alleghany Corporation

Alleghany Corporation as of June 30, 2012

Portfolio Holdings for Alleghany Corporation

Alleghany Corporation holds 59 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hess (HES) 21.1 $185M 4.3M 43.45
Occidental Petroleum Corporation (OXY) 19.1 $167M 2.0M 85.77
Visa 15.2 $133M 1.1M 123.63
Apache Corporation 12.6 $110M 1.3M 87.89
Lowe's Companies (LOW) 5.2 $46M 1.6M 28.44
Anheuser-Busch InBev NV (BUD) 5.2 $45M 568k 79.65
United Parcel Service (UPS) 5.0 $43M 550k 78.76
FedEx Corporation (FDX) 3.8 $33M 365k 91.61
Apple (AAPL) 2.3 $20M 35k 584.00
McDonald's Corporation (MCD) 1.0 $8.9M 100k 88.54
Seabright Holdings 0.8 $7.1M 800k 8.89
Microsoft Corporation (MSFT) 0.3 $2.6M 85k 30.59
Exxon Mobil Corporation (XOM) 0.3 $2.6M 30k 85.57
Wal-Mart Stores (WMT) 0.3 $2.4M 35k 69.71
Deere & Company (DE) 0.3 $2.4M 30k 80.87
Coca-Cola Company (KO) 0.3 $2.3M 30k 78.20
Intel Corporation (INTC) 0.3 $2.3M 85k 26.65
Chubb Corporation 0.2 $2.2M 30k 72.80
Eli Lilly & Co. (LLY) 0.2 $2.1M 50k 42.92
Walt Disney Company (DIS) 0.2 $2.2M 45k 48.51
At&t (T) 0.2 $2.1M 60k 35.65
Medtronic 0.2 $2.1M 55k 38.73
American Express Company (AXP) 0.2 $2.0M 35k 58.20
Johnson & Johnson (JNJ) 0.2 $2.0M 30k 67.57
3M Company (MMM) 0.2 $2.0M 22k 89.59
Costco Wholesale Corporation (COST) 0.2 $1.9M 20k 95.00
International Business Machines (IBM) 0.2 $2.0M 10k 195.60
Procter & Gamble Company (PG) 0.2 $1.8M 30k 61.27
E.I. du Pont de Nemours & Company 0.2 $1.8M 35k 50.57
Berkshire Hathaway Inc. Class B 0.2 $1.7M 20k 83.30
Noble Energy 0.2 $1.7M 20k 84.80
Emerson Electric (EMR) 0.2 $1.6M 35k 46.57
ConocoPhillips (COP) 0.2 $1.7M 30k 55.87
Schlumberger (SLB) 0.2 $1.6M 25k 64.92
News Corporation 0.2 $1.6M 70k 22.29
Nordstrom (JWN) 0.2 $1.5M 30k 49.70
Sigma-Aldrich Corporation 0.2 $1.5M 20k 73.95
Novartis (NVS) 0.2 $1.4M 25k 55.92
Oracle Corporation (ORCL) 0.2 $1.4M 49k 29.69
Philip Morris International (PM) 0.1 $1.3M 15k 87.27
Estee Lauder Companies (EL) 0.1 $1.4M 25k 54.12
SYSCO Corporation (SYY) 0.1 $1.2M 40k 29.80
Kellogg Company (K) 0.1 $1.2M 25k 49.32
U.S. Bancorp (USB) 0.1 $1.1M 35k 32.17
Wells Fargo & Company (WFC) 0.1 $1.2M 35k 33.43
Automatic Data Processing (ADP) 0.1 $1.1M 20k 55.65
Boeing Company (BA) 0.1 $1.1M 15k 74.27
Agilent Technologies Inc C ommon (A) 0.1 $1.2M 30k 39.23
Google 0.1 $1.2M 2.0k 580.00
Paccar (PCAR) 0.1 $1.2M 30k 39.20
Loews Corporation (L) 0.1 $1.0M 25k 40.92
JPMorgan Chase & Co. (JPM) 0.1 $1.1M 30k 35.73
Home Depot (HD) 0.1 $1.1M 20k 53.00
Autodesk (ADSK) 0.1 $875k 25k 35.00
Washington Post Company 0.1 $748k 2.0k 374.00
Applied Materials (AMAT) 0.1 $801k 70k 11.44
Hewlett-Packard Company 0.1 $603k 30k 20.10
Phillips 66 (PSX) 0.1 $499k 15k 33.27
Hasbro (HAS) 0.1 $427k 13k 33.89