Alleghany Corp as of Sept. 30, 2021
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 34 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 6.7 | $216M | 1.3M | 163.69 | |
| Wheaton Precious Metals Corp (WPM) | 5.1 | $167M | 4.4M | 37.58 | |
| Franco-Nevada Corporation (FNV) | 5.0 | $163M | 1.3M | 129.91 | |
| Microsoft Corporation (MSFT) | 4.4 | $143M | 508k | 281.92 | |
| 3M Company (MMM) | 4.3 | $140M | 795k | 175.42 | |
| Roper Industries (ROP) | 4.3 | $138M | 309k | 446.13 | |
| Thermo Fisher Scientific (TMO) | 4.1 | $134M | 234k | 571.32 | |
| Air Products & Chemicals (APD) | 4.1 | $132M | 514k | 256.11 | |
| Dominion Resources (D) | 4.0 | $130M | 1.8M | 73.02 | |
| Amazon (AMZN) | 3.7 | $119M | 36k | 3285.02 | |
| Newmont Mining Corporation (NEM) | 3.7 | $119M | 2.2M | 54.30 | |
| Johnson & Johnson (JNJ) | 3.6 | $117M | 722k | 161.50 | |
| Wells Fargo & Company (WFC) | 3.5 | $114M | 2.5M | 46.41 | |
| Comcast Corp Cl A (CMCSA) | 3.5 | $113M | 2.0M | 55.93 | |
| Vulcan Materials Company (VMC) | 3.4 | $112M | 659k | 169.16 | |
| Sherwin-Williams Company (SHW) | 3.4 | $109M | 389k | 279.73 | |
| UnitedHealth (UNH) | 3.2 | $103M | 264k | 390.74 | |
| CSX Corporation (CSX) | 3.2 | $102M | 3.4M | 29.74 | |
| Visa Com Cl A (V) | 2.9 | $94M | 422k | 222.75 | |
| Rockwell Automation (ROK) | 2.9 | $93M | 317k | 294.04 | |
| Zimmer Holdings (ZBH) | 2.5 | $83M | 565k | 146.36 | |
| Freeport-mcmoran CL B (FCX) | 2.4 | $79M | 2.4M | 32.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $68M | 26k | 2673.48 | |
| Old Republic International Corporation (ORI) | 2.1 | $67M | 2.9M | 23.13 | |
| Service Corporation International (SCI) | 2.0 | $64M | 1.1M | 60.26 | |
| Cigna Corp (CI) | 1.9 | $61M | 302k | 200.16 | |
| Intel Corporation (INTC) | 1.7 | $55M | 1.0M | 53.22 | |
| Apple (AAPL) | 1.5 | $47M | 334k | 141.50 | |
| Barrick Gold Corp (GOLD) | 1.4 | $47M | 2.6M | 18.05 | |
| Nextera Energy (NEE) | 1.3 | $42M | 533k | 78.52 | |
| Illumina (ILMN) | 1.3 | $41M | 102k | 405.62 | |
| Mercury General Corporation (MCY) | 0.7 | $22M | 386k | 55.67 | |
| Progressive Corporation (PGR) | 0.4 | $14M | 151k | 90.39 | |
| Extraction Oil & Gas | 0.0 | $184k | 3.3k | 56.49 |
