Alleghany Corporation

Alleghany Corp as of Sept. 30, 2014

Portfolio Holdings for Alleghany Corp

Alleghany Corp holds 61 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chevron Corporation (CVX) 8.9 $239M 2.0M 119.32
Visa (V) 6.7 $179M 838k 213.37
Williams Companies (WMB) 6.2 $166M 3.0M 55.35
CSX Corporation (CSX) 6.0 $160M 5.0M 32.06
Apple (AAPL) 5.5 $146M 1.5M 100.75
Philip Morris International (PM) 4.3 $116M 1.4M 83.40
Noble Energy 4.0 $106M 1.5M 68.36
Boeing Company (BA) 3.9 $105M 825k 127.38
Wal-Mart Stores (WMT) 3.8 $103M 1.3M 76.47
Occidental Petroleum Corporation (OXY) 3.8 $101M 1.1M 96.15
Eli Lilly & Co. (LLY) 3.8 $101M 1.6M 64.85
Air Products & Chemicals (APD) 3.7 $98M 753k 130.18
Emerson Electric (EMR) 3.6 $97M 1.5M 62.58
Las Vegas Sands (LVS) 3.6 $96M 1.5M 62.21
Chubb Corporation 3.2 $85M 934k 91.08
Cameron International Corporation 3.1 $83M 1.3M 66.38
Sap (SAP) 3.1 $82M 1.1M 72.16
Wells Fargo & Company (WFC) 3.0 $81M 1.6M 51.87
McKesson Corporation (MCK) 2.9 $78M 402k 194.67
Cummins (CMI) 2.6 $68M 518k 131.98
Colgate-Palmolive Company (CL) 2.5 $66M 1.0M 65.22
Roper Industries (ROP) 2.2 $59M 402k 146.29
Hershey Company (HSY) 2.1 $57M 600k 95.43
Oracle Corporation (ORCL) 1.8 $48M 1.3M 38.28
Old Republic International Corporation (ORI) 1.6 $43M 3.0M 14.28
Arch Coal 0.8 $21M 10M 2.12
Microsoft Corporation (MSFT) 0.1 $3.9M 85k 46.36
Walt Disney Company (DIS) 0.1 $4.0M 45k 89.02
Medtronic 0.1 $3.4M 55k 61.95
E.I. du Pont de Nemours & Company 0.1 $3.6M 50k 71.76
Johnson & Johnson (JNJ) 0.1 $3.2M 30k 106.60
American Express Company (AXP) 0.1 $3.1M 35k 87.54
Exxon Mobil Corporation (XOM) 0.1 $2.8M 30k 94.07
Intel Corporation (INTC) 0.1 $3.0M 85k 34.82
Schlumberger (SLB) 0.1 $3.1M 30k 101.70
Ares Capital Corporation (ARCC) 0.1 $2.9M 179k 16.16
Berkshire Hathaway (BRK.B) 0.1 $2.8M 20k 138.15
Coca-Cola Company (KO) 0.1 $2.6M 60k 42.67
Home Depot (HD) 0.1 $2.8M 30k 91.73
JPMorgan Chase & Co. (JPM) 0.1 $2.4M 40k 60.25
Costco Wholesale Corporation (COST) 0.1 $2.5M 20k 125.30
FedEx Corporation (FDX) 0.1 $2.4M 15k 161.47
SYSCO Corporation (SYY) 0.1 $2.3M 60k 37.95
Automatic Data Processing (ADP) 0.1 $2.5M 30k 83.07
Novartis (NVS) 0.1 $2.4M 25k 94.12
ConocoPhillips (COP) 0.1 $2.3M 30k 76.53
Deere & Company (DE) 0.1 $2.5M 30k 82.00
International Business Machines (IBM) 0.1 $2.3M 12k 189.83
Procter & Gamble Company (PG) 0.1 $2.5M 30k 83.73
U.S. Bancorp (USB) 0.1 $2.1M 50k 41.84
3M Company (MMM) 0.1 $2.1M 15k 141.67
Nordstrom (JWN) 0.1 $2.1M 30k 68.37
Kellogg Company (K) 0.1 $2.2M 35k 61.60
Estee Lauder Companies (EL) 0.1 $1.9M 25k 74.72
Agilent Technologies Inc C ommon (A) 0.1 $1.7M 30k 56.97
Google 0.1 $1.5M 2.5k 588.40
Paccar (PCAR) 0.1 $1.7M 30k 56.87
Autodesk (ADSK) 0.1 $1.4M 25k 55.12
Ares Coml Real Estate (ACRE) 0.1 $1.5M 125k 11.69
Google Inc Class C 0.1 $1.4M 2.5k 577.20
Ares Dynamic Cr Allocation (ARDC) 0.0 $168k 8.9k 18.95