Alleghany Corp as of Sept. 30, 2020
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 28 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Franco-Nevada Corporation (FNV) | 8.4 | $165M | 1.2M | 139.58 | |
| Amazon (AMZN) | 7.3 | $143M | 45k | 3148.76 | |
| Barrick Gold Corp | 7.2 | $141M | 5.0M | 28.11 | |
| Newmont Mining Corporation (NEM) | 7.1 | $139M | 2.2M | 63.45 | |
| Microsoft Corporation (MSFT) | 6.9 | $136M | 648k | 210.33 | |
| Wheaton Precious Metals Corp (WPM) | 6.4 | $125M | 2.6M | 49.07 | |
| Roper Industries (ROP) | 5.7 | $112M | 284k | 395.12 | |
| Thermo Fisher Scientific (TMO) | 5.0 | $99M | 224k | 441.53 | |
| Visa Com Cl A (V) | 5.0 | $98M | 489k | 199.97 | |
| Air Products & Chemicals (APD) | 4.1 | $81M | 272k | 297.87 | |
| Sherwin-Williams Company (SHW) | 4.1 | $81M | 116k | 696.74 | |
| Zimmer Holdings (ZBH) | 3.7 | $73M | 539k | 136.14 | |
| CSX Corporation (CSX) | 3.3 | $64M | 829k | 77.67 | |
| Vulcan Materials Company (VMC) | 2.8 | $55M | 405k | 135.54 | |
| Apple (AAPL) | 2.6 | $52M | 448k | 115.81 | |
| Rockwell Automation (ROK) | 2.5 | $50M | 226k | 220.68 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $50M | 34k | 1465.66 | |
| Comcast Corp Cl A (CMCSA) | 2.2 | $43M | 925k | 46.26 | |
| Mastercard Incorporated Cl A (MA) | 1.9 | $37M | 109k | 338.15 | |
| UnitedHealth (UNH) | 1.8 | $36M | 116k | 311.77 | |
| Cigna Corp (CI) | 1.8 | $35M | 206k | 169.40 | |
| Old Republic International Corporation (ORI) | 1.7 | $34M | 2.3M | 14.74 | |
| Illumina (ILMN) | 1.3 | $27M | 86k | 309.09 | |
| Service Corporation International (SCI) | 1.2 | $23M | 544k | 42.18 | |
| Dominion Resources (D) | 1.1 | $22M | 281k | 78.93 | |
| Wells Fargo & Company (WFC) | 0.9 | $18M | 763k | 23.51 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $18M | 183k | 96.28 | |
| Cedar Fair Depositry Unit | 0.6 | $11M | 403k | 28.07 |
