Alleghany Corp as of Sept. 30, 2022
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 25 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Roper Industries (ROP) | 6.5 | $143M | 397k | 359.64 | |
| JPMorgan Chase & Co. (JPM) | 6.2 | $138M | 1.3M | 104.50 | |
| UnitedHealth (UNH) | 6.0 | $133M | 264k | 505.03 | |
| Dominion Resources (D) | 5.6 | $123M | 1.8M | 69.11 | |
| Thermo Fisher Scientific (TMO) | 5.4 | $119M | 234k | 507.20 | |
| Microsoft Corporation (MSFT) | 5.3 | $118M | 508k | 232.90 | |
| Johnson & Johnson (JNJ) | 5.3 | $118M | 722k | 163.36 | |
| Cigna Corp (CI) | 4.8 | $107M | 385k | 277.47 | |
| Wheaton Precious Metals Corp (WPM) | 4.7 | $105M | 3.2M | 32.36 | |
| Vulcan Materials Company (VMC) | 4.7 | $104M | 659k | 157.71 | |
| Wells Fargo & Company (WFC) | 4.5 | $99M | 2.5M | 40.22 | |
| Amazon (AMZN) | 4.2 | $93M | 819k | 113.00 | |
| CSX Corporation (CSX) | 4.1 | $92M | 3.4M | 26.64 | |
| Franco-Nevada Corporation (FNV) | 4.1 | $91M | 760k | 119.49 | |
| Sherwin-Williams Company (SHW) | 3.9 | $87M | 424k | 204.75 | |
| Visa Com Cl A (V) | 3.8 | $84M | 473k | 177.65 | |
| Rockwell Automation (ROK) | 3.3 | $72M | 335k | 215.11 | |
| Service Corporation International (SCI) | 3.2 | $70M | 1.2M | 57.74 | |
| Old Republic International Corporation (ORI) | 2.7 | $61M | 2.9M | 20.93 | |
| TransDigm Group Incorporated (TDG) | 2.7 | $59M | 112k | 524.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $49M | 512k | 95.65 | |
| Apple (AAPL) | 2.1 | $46M | 334k | 138.20 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $46M | 171k | 267.02 | |
| Nextera Energy (NEE) | 1.9 | $42M | 533k | 78.41 | |
| Progressive Corporation (PGR) | 0.8 | $18M | 151k | 116.21 |
