Alleghany Corp as of March 31, 2021
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 33 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 6.4 | $201M | 1.3M | 152.23 | |
| Wheaton Precious Metals Corp (WPM) | 5.4 | $170M | 4.4M | 38.21 | |
| Franco-Nevada Corporation (FNV) | 5.0 | $157M | 1.3M | 125.29 | |
| 3M Company (MMM) | 4.9 | $153M | 795k | 192.68 | |
| Johnson & Johnson (JNJ) | 4.7 | $148M | 901k | 164.35 | |
| Air Products & Chemicals (APD) | 4.6 | $145M | 514k | 281.34 | |
| Dominion Resources (D) | 4.3 | $135M | 1.8M | 75.96 | |
| Newmont Mining Corporation (NEM) | 4.2 | $132M | 2.2M | 60.27 | |
| Sherwin-Williams Company (SHW) | 4.1 | $127M | 172k | 738.01 | |
| Roper Industries (ROP) | 4.0 | $125M | 309k | 403.33 | |
| Wells Fargo & Company (WFC) | 3.9 | $123M | 3.1M | 39.07 | |
| Microsoft Corporation (MSFT) | 3.8 | $120M | 508k | 235.77 | |
| Vulcan Materials Company (VMC) | 3.6 | $111M | 659k | 168.75 | |
| CSX Corporation (CSX) | 3.5 | $111M | 1.1M | 96.42 | |
| Amazon (AMZN) | 3.5 | $111M | 36k | 3094.13 | |
| Thermo Fisher Scientific (TMO) | 3.4 | $107M | 234k | 456.38 | |
| Barrick Gold Corp (GOLD) | 3.2 | $99M | 5.0M | 19.80 | |
| UnitedHealth (UNH) | 3.1 | $98M | 264k | 372.07 | |
| Zimmer Holdings (ZBH) | 2.9 | $90M | 565k | 160.08 | |
| Visa Com Cl A (V) | 2.9 | $89M | 422k | 211.73 | |
| Rockwell Automation (ROK) | 2.5 | $80M | 300k | 265.44 | |
| Comcast Corp Cl A (CMCSA) | 2.1 | $67M | 1.2M | 54.11 | |
| Intel Corporation (INTC) | 2.1 | $66M | 1.0M | 63.97 | |
| Old Republic International Corporation (ORI) | 2.0 | $64M | 2.9M | 21.84 | |
| Service Corporation International (SCI) | 1.7 | $54M | 1.1M | 51.05 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $53M | 26k | 2062.59 | |
| Cigna Corp (CI) | 1.6 | $50M | 208k | 241.74 | |
| Apple (AAPL) | 1.3 | $41M | 334k | 122.15 | |
| Nextera Energy (NEE) | 1.3 | $40M | 533k | 75.61 | |
| Illumina (ILMN) | 1.2 | $39M | 102k | 384.07 | |
| Mercury General Corporation (MCY) | 0.7 | $21M | 337k | 60.81 | |
| Extraction Oil & Gas | 0.0 | $344k | 9.6k | 35.92 | |
| Fts International Com New Cl A | 0.0 | $334k | 14k | 24.76 |
