Alleghany Corporation

Alleghany Corp as of March 31, 2015

Portfolio Holdings for Alleghany Corp

Alleghany Corp holds 64 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 19.2 $545M 2.6M 206.43
Visa (V) 7.7 $219M 3.4M 65.41
JPMorgan Chase & Co. (JPM) 6.9 $197M 3.3M 60.58
CSX Corporation (CSX) 5.8 $166M 5.0M 33.12
Williams Companies (WMB) 5.6 $159M 3.2M 50.59
Apple (AAPL) 5.3 $150M 1.2M 124.43
Boeing Company (BA) 4.6 $131M 875k 150.08
Roper Industries (ROP) 4.1 $116M 675k 172.00
Air Products & Chemicals (APD) 4.0 $114M 753k 151.28
Verizon Communications (VZ) 3.4 $97M 2.0M 48.63
Chubb Corporation 3.3 $94M 934k 101.10
Wells Fargo & Company (WFC) 3.0 $85M 1.6M 54.40
Google 2.7 $76M 138k 554.70
Health Care SPDR (XLV) 2.6 $73M 1.0M 72.50
Las Vegas Sands (LVS) 2.5 $71M 1.3M 55.04
Hershey Company (HSY) 2.5 $71M 700k 100.91
Colgate-Palmolive Company (CL) 2.5 $70M 1.0M 69.34
Hldgs (UAL) 2.4 $67M 1.0M 67.25
Delta Air Lines (DAL) 2.1 $58M 1.3M 44.96
Noble Energy 1.8 $51M 1.0M 48.90
Old Republic International Corporation (ORI) 1.6 $45M 3.0M 14.94
Valeant Pharmaceuticals Int 1.4 $40M 200k 198.62
McKesson Corporation (MCK) 1.2 $34M 152k 226.21
Arch Coal 0.3 $10M 10M 1.00
Walt Disney Company (DIS) 0.2 $4.7M 45k 104.89
Home Depot (HD) 0.1 $4.0M 35k 113.60
Eli Lilly & Co. (LLY) 0.1 $3.6M 50k 72.66
Sap (SAP) 0.1 $3.6M 50k 72.18
Microsoft Corporation (MSFT) 0.1 $3.5M 85k 40.66
Exxon Mobil Corporation (XOM) 0.1 $3.4M 40k 85.00
Schlumberger (SLB) 0.1 $3.3M 40k 83.45
Costco Wholesale Corporation (COST) 0.1 $3.0M 20k 151.50
Johnson & Johnson (JNJ) 0.1 $3.0M 30k 100.60
Ares Capital Corporation (ARCC) 0.1 $3.1M 179k 17.17
American Express Company (AXP) 0.1 $2.7M 35k 78.11
Berkshire Hathaway (BRK.B) 0.1 $2.9M 20k 144.30
Wal-Mart Stores (WMT) 0.1 $2.9M 35k 82.26
SYSCO Corporation (SYY) 0.1 $2.8M 75k 37.73
U.S. Bancorp (USB) 0.1 $2.6M 60k 43.67
Coca-Cola Company (KO) 0.1 $2.4M 60k 40.55
FedEx Corporation (FDX) 0.1 $2.5M 15k 165.47
3M Company (MMM) 0.1 $2.5M 15k 164.93
Automatic Data Processing (ADP) 0.1 $2.6M 30k 85.63
Intel Corporation (INTC) 0.1 $2.7M 85k 31.27
Novartis (NVS) 0.1 $2.5M 25k 98.60
Deere & Company (DE) 0.1 $2.6M 30k 87.70
Philip Morris International (PM) 0.1 $2.6M 35k 75.34
Procter & Gamble Company (PG) 0.1 $2.5M 30k 81.93
Oracle Corporation (ORCL) 0.1 $2.6M 60k 43.15
Nordstrom (JWN) 0.1 $2.4M 30k 80.33
Emerson Electric (EMR) 0.1 $2.3M 40k 56.62
Kellogg Company (K) 0.1 $2.3M 35k 65.94
Cummins (CMI) 0.1 $2.1M 15k 138.67
ConocoPhillips (COP) 0.1 $1.9M 30k 62.27
International Business Machines (IBM) 0.1 $1.9M 12k 160.50
Paccar (PCAR) 0.1 $1.9M 30k 63.13
Estee Lauder Companies (EL) 0.1 $2.1M 25k 83.16
Google Inc Class C 0.1 $1.9M 3.5k 548.00
Autodesk (ADSK) 0.1 $1.5M 25k 58.64
Ares Coml Real Estate (ACRE) 0.1 $1.4M 125k 11.05
Agilent Technologies Inc C ommon (A) 0.0 $1.2M 30k 41.57
Cdk Global Inc equities 0.0 $468k 10k 46.80
Keysight Technologies (KEYS) 0.0 $557k 15k 37.13
Ares Dynamic Cr Allocation (ARDC) 0.0 $144k 8.9k 16.24