Alleghany Corp as of June 30, 2021
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 32 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 6.1 | $205M | 1.3M | 155.54 | |
| Wheaton Precious Metals Corp (WPM) | 5.8 | $195M | 4.4M | 44.07 | |
| Franco-Nevada Corporation (FNV) | 5.4 | $182M | 1.3M | 145.07 | |
| 3M Company (MMM) | 4.7 | $158M | 795k | 198.63 | |
| Air Products & Chemicals (APD) | 4.4 | $148M | 514k | 287.68 | |
| Roper Industries (ROP) | 4.3 | $145M | 309k | 470.20 | |
| Newmont Mining Corporation (NEM) | 4.1 | $139M | 2.2M | 63.38 | |
| Microsoft Corporation (MSFT) | 4.1 | $138M | 508k | 270.90 | |
| Johnson & Johnson (JNJ) | 4.1 | $137M | 830k | 164.74 | |
| Dominion Resources (D) | 3.9 | $131M | 1.8M | 73.57 | |
| Wells Fargo & Company (WFC) | 3.8 | $127M | 2.8M | 45.29 | |
| Amazon (AMZN) | 3.7 | $123M | 36k | 3440.16 | |
| Thermo Fisher Scientific (TMO) | 3.5 | $118M | 234k | 504.47 | |
| Vulcan Materials Company (VMC) | 3.4 | $115M | 659k | 174.07 | |
| CSX Corporation (CSX) | 3.3 | $111M | 3.4M | 32.08 | |
| Sherwin-Williams Company (SHW) | 3.2 | $106M | 389k | 272.45 | |
| UnitedHealth (UNH) | 3.1 | $106M | 264k | 400.44 | |
| Comcast Corp Cl A (CMCSA) | 3.0 | $100M | 1.8M | 57.02 | |
| Visa Com Cl A (V) | 2.9 | $99M | 422k | 233.82 | |
| Zimmer Holdings (ZBH) | 2.7 | $91M | 565k | 160.82 | |
| Freeport-mcmoran CL B (FCX) | 2.7 | $90M | 2.4M | 37.11 | |
| Rockwell Automation (ROK) | 2.6 | $86M | 300k | 286.02 | |
| Old Republic International Corporation (ORI) | 2.2 | $72M | 2.9M | 24.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $63M | 26k | 2441.84 | |
| Intel Corporation (INTC) | 1.7 | $58M | 1.0M | 56.17 | |
| Service Corporation International (SCI) | 1.7 | $56M | 1.1M | 53.59 | |
| Barrick Gold Corp (GOLD) | 1.6 | $54M | 2.6M | 20.68 | |
| Cigna Corp (CI) | 1.5 | $49M | 208k | 237.06 | |
| Illumina (ILMN) | 1.4 | $48M | 102k | 473.21 | |
| Apple (AAPL) | 1.4 | $46M | 334k | 136.96 | |
| Nextera Energy (NEE) | 1.2 | $39M | 533k | 73.28 | |
| Mercury General Corporation (MCY) | 0.7 | $25M | 386k | 64.95 |
