Alleghany Corp as of Dec. 31, 2020
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 29 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 6.3 | $157M | 48k | 3256.92 | |
| Franco-Nevada Corporation (FNV) | 6.2 | $157M | 1.3M | 125.33 | |
| Microsoft Corporation (MSFT) | 6.1 | $154M | 692k | 222.42 | |
| Roper Industries (ROP) | 5.3 | $133M | 308k | 431.07 | |
| Newmont Mining Corporation (NEM) | 5.2 | $131M | 2.2M | 59.89 | |
| JPMorgan Chase & Co. (JPM) | 4.6 | $116M | 913k | 127.07 | |
| Barrick Gold Corp (GOLD) | 4.5 | $114M | 5.0M | 22.78 | |
| Visa Com Cl A (V) | 4.5 | $112M | 513k | 218.73 | |
| Thermo Fisher Scientific (TMO) | 4.3 | $109M | 234k | 465.77 | |
| Dominion Resources (D) | 4.0 | $100M | 1.3M | 75.20 | |
| CSX Corporation (CSX) | 3.8 | $95M | 1.1M | 90.75 | |
| Sherwin-Williams Company (SHW) | 3.8 | $95M | 130k | 734.91 | |
| UnitedHealth (UNH) | 3.6 | $92M | 261k | 350.68 | |
| Johnson & Johnson (JNJ) | 3.6 | $91M | 575k | 157.39 | |
| Zimmer Holdings (ZBH) | 3.5 | $88M | 573k | 154.09 | |
| 3M Company (MMM) | 3.5 | $87M | 496k | 174.78 | |
| Air Products & Chemicals (APD) | 3.1 | $79M | 290k | 273.22 | |
| Vulcan Materials Company (VMC) | 3.0 | $76M | 512k | 148.31 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $70M | 40k | 1752.61 | |
| Rockwell Automation (ROK) | 2.7 | $67M | 266k | 250.81 | |
| Comcast Corp Cl A (CMCSA) | 2.6 | $64M | 1.2M | 52.40 | |
| Apple (AAPL) | 2.4 | $59M | 448k | 132.69 | |
| Old Republic International Corporation (ORI) | 2.3 | $57M | 2.9M | 19.71 | |
| Intel Corporation (INTC) | 1.9 | $48M | 965k | 49.76 | |
| Cigna Corp (CI) | 1.7 | $43M | 206k | 208.18 | |
| Service Corporation International (SCI) | 1.7 | $42M | 847k | 49.10 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $39M | 109k | 356.96 | |
| Illumina (ILMN) | 1.5 | $38M | 102k | 370.01 | |
| Fts International Com New Cl A | 0.0 | $310k | 16k | 19.21 |
