Alleghany Corp as of Dec. 31, 2021
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 32 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 6.1 | $209M | 1.3M | 158.35 | |
| Wheaton Precious Metals Corp (WPM) | 5.5 | $190M | 4.4M | 42.93 | |
| Franco-Nevada Corporation (FNV) | 5.0 | $173M | 1.3M | 138.29 | |
| Microsoft Corporation (MSFT) | 5.0 | $171M | 508k | 336.32 | |
| Air Products & Chemicals (APD) | 4.5 | $157M | 514k | 304.26 | |
| Thermo Fisher Scientific (TMO) | 4.5 | $156M | 234k | 667.24 | |
| Roper Industries (ROP) | 4.4 | $152M | 309k | 491.86 | |
| 3M Company (MMM) | 4.1 | $141M | 795k | 177.63 | |
| Dominion Resources (D) | 4.1 | $140M | 1.8M | 78.56 | |
| Sherwin-Williams Company (SHW) | 4.0 | $137M | 389k | 352.16 | |
| Vulcan Materials Company (VMC) | 4.0 | $137M | 659k | 207.58 | |
| UnitedHealth (UNH) | 3.8 | $132M | 264k | 502.15 | |
| CSX Corporation (CSX) | 3.8 | $130M | 3.4M | 37.60 | |
| Johnson & Johnson (JNJ) | 3.6 | $124M | 722k | 171.07 | |
| Amazon (AMZN) | 3.5 | $121M | 36k | 3334.32 | |
| Wells Fargo & Company (WFC) | 3.4 | $118M | 2.5M | 47.98 | |
| Rockwell Automation (ROK) | 3.2 | $111M | 317k | 348.85 | |
| Visa Com Cl A (V) | 3.0 | $102M | 473k | 216.71 | |
| Comcast Corp Cl A (CMCSA) | 2.9 | $101M | 2.0M | 50.33 | |
| Freeport-mcmoran CL B (FCX) | 2.9 | $101M | 2.4M | 41.73 | |
| Cigna Corp (CI) | 2.6 | $88M | 385k | 229.63 | |
| Service Corporation International (SCI) | 2.2 | $75M | 1.1M | 70.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $74M | 26k | 2896.97 | |
| Old Republic International Corporation (ORI) | 2.1 | $72M | 2.9M | 24.58 | |
| Apple (AAPL) | 1.7 | $59M | 334k | 177.57 | |
| Intel Corporation (INTC) | 1.5 | $53M | 1.0M | 51.49 | |
| Nextera Energy (NEE) | 1.4 | $50M | 533k | 93.36 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $49M | 164k | 299.00 | |
| TransDigm Group Incorporated (TDG) | 1.3 | $43M | 67k | 650.97 | |
| Illumina (ILMN) | 1.1 | $39M | 102k | 380.43 | |
| Mercury General Corporation (MCY) | 0.6 | $21M | 386k | 53.06 | |
| Progressive Corporation (PGR) | 0.5 | $16M | 151k | 102.64 |
