Alleghany Corp as of March 31, 2022
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 30 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Roper Industries (ROP) | 5.9 | $188M | 397k | 472.23 | |
| JPMorgan Chase & Co. (JPM) | 5.7 | $180M | 1.3M | 136.32 | |
| Microsoft Corporation (MSFT) | 4.9 | $157M | 508k | 308.31 | |
| Wheaton Precious Metals Corp (WPM) | 4.9 | $154M | 3.2M | 47.58 | |
| Air Products & Chemicals (APD) | 4.9 | $154M | 615k | 249.91 | |
| Dominion Resources (D) | 4.8 | $151M | 1.8M | 84.97 | |
| Thermo Fisher Scientific (TMO) | 4.4 | $138M | 234k | 590.66 | |
| UnitedHealth (UNH) | 4.2 | $134M | 264k | 509.96 | |
| Amazon (AMZN) | 4.2 | $134M | 41k | 3259.94 | |
| CSX Corporation (CSX) | 4.1 | $129M | 3.4M | 37.45 | |
| Johnson & Johnson (JNJ) | 4.0 | $128M | 722k | 177.23 | |
| Franco-Nevada Corporation (FNV) | 3.8 | $121M | 760k | 159.52 | |
| Vulcan Materials Company (VMC) | 3.8 | $121M | 659k | 183.70 | |
| Wells Fargo & Company (WFC) | 3.8 | $119M | 2.5M | 48.46 | |
| Sherwin-Williams Company (SHW) | 3.3 | $106M | 424k | 249.62 | |
| Visa Com Cl A (V) | 3.3 | $105M | 473k | 221.77 | |
| Freeport-mcmoran CL B (FCX) | 3.3 | $104M | 2.1M | 49.74 | |
| Comcast Corp Cl A (CMCSA) | 3.0 | $94M | 2.0M | 46.82 | |
| Rockwell Automation (ROK) | 3.0 | $94M | 335k | 280.03 | |
| Cigna Corp (CI) | 2.9 | $92M | 385k | 239.61 | |
| Service Corporation International (SCI) | 2.5 | $80M | 1.2M | 65.82 | |
| Old Republic International Corporation (ORI) | 2.4 | $75M | 2.9M | 25.87 | |
| TransDigm Group Incorporated (TDG) | 2.3 | $73M | 112k | 651.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $71M | 26k | 2781.37 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $60M | 171k | 352.91 | |
| Apple (AAPL) | 1.8 | $58M | 334k | 174.61 | |
| Intel Corporation (INTC) | 1.6 | $51M | 1.0M | 49.58 | |
| Nextera Energy (NEE) | 1.4 | $45M | 533k | 84.71 | |
| Illumina (ILMN) | 1.1 | $36M | 102k | 349.41 | |
| Progressive Corporation (PGR) | 0.5 | $17M | 151k | 113.97 |
