Alleghany Corp as of June 30, 2022
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 29 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Roper Industries (ROP) | 5.9 | $157M | 397k | 394.65 | |
| JPMorgan Chase & Co. (JPM) | 5.6 | $149M | 1.3M | 112.61 | |
| Air Products & Chemicals (APD) | 5.6 | $148M | 615k | 240.48 | |
| Dominion Resources (D) | 5.4 | $142M | 1.8M | 79.81 | |
| UnitedHealth (UNH) | 5.1 | $135M | 264k | 513.64 | |
| Microsoft Corporation (MSFT) | 4.9 | $131M | 508k | 256.83 | |
| Johnson & Johnson (JNJ) | 4.9 | $128M | 722k | 177.52 | |
| Thermo Fisher Scientific (TMO) | 4.8 | $127M | 234k | 543.28 | |
| Wheaton Precious Metals Corp (WPM) | 4.4 | $117M | 3.2M | 36.03 | |
| Cigna Corp (CI) | 3.8 | $101M | 385k | 263.52 | |
| CSX Corporation (CSX) | 3.8 | $100M | 3.4M | 29.06 | |
| Franco-Nevada Corporation (FNV) | 3.8 | $100M | 760k | 131.59 | |
| Wells Fargo & Company (WFC) | 3.6 | $96M | 2.5M | 39.17 | |
| Sherwin-Williams Company (SHW) | 3.6 | $95M | 424k | 223.91 | |
| Vulcan Materials Company (VMC) | 3.5 | $94M | 659k | 142.10 | |
| Visa Com Cl A (V) | 3.5 | $93M | 473k | 196.89 | |
| Amazon (AMZN) | 3.3 | $87M | 819k | 106.21 | |
| Service Corporation International (SCI) | 3.2 | $84M | 1.2M | 69.12 | |
| Comcast Corp Cl A (CMCSA) | 3.0 | $79M | 2.0M | 39.24 | |
| Rockwell Automation (ROK) | 2.5 | $67M | 335k | 199.31 | |
| Old Republic International Corporation (ORI) | 2.5 | $65M | 2.9M | 22.36 | |
| Freeport-mcmoran CL B (FCX) | 2.3 | $61M | 2.1M | 29.26 | |
| TransDigm Group Incorporated (TDG) | 2.3 | $60M | 112k | 536.68 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $56M | 26k | 2179.19 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $47M | 171k | 273.02 | |
| Apple (AAPL) | 1.7 | $46M | 334k | 136.73 | |
| Nextera Energy (NEE) | 1.6 | $41M | 533k | 77.46 | |
| Illumina (ILMN) | 0.7 | $19M | 102k | 184.35 | |
| Progressive Corporation (PGR) | 0.7 | $18M | 151k | 116.25 |
