Alleghany Corporation

Alleghany Corp as of June 30, 2015

Portfolio Holdings for Alleghany Corp

Alleghany Corp holds 25 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa (V) 7.7 $225M 3.4M 67.15
JPMorgan Chase & Co. (JPM) 7.5 $220M 3.3M 67.76
Walt Disney Company (DIS) 7.5 $220M 1.9M 114.13
CVS Caremark Corporation (CVS) 7.0 $205M 2.0M 104.88
Google 6.9 $201M 373k 540.04
Apple (AAPL) 6.9 $201M 1.6M 125.43
Williams Companies (WMB) 6.2 $181M 3.2M 57.39
Health Care SPDR (XLV) 5.8 $171M 2.3M 74.39
CSX Corporation (CSX) 5.6 $163M 5.0M 32.65
PPG Industries (PPG) 5.3 $155M 1.4M 114.72
Verizon Communications (VZ) 4.8 $140M 3.0M 46.61
Boeing Company (BA) 4.2 $121M 875k 138.72
Roper Industries (ROP) 4.0 $116M 675k 172.46
Valeant Pharmaceuticals Int 3.9 $114M 513k 222.15
Air Products & Chemicals (APD) 3.5 $103M 753k 136.83
Wells Fargo & Company (WFC) 3.0 $88M 1.6M 56.24
McKesson Corporation (MCK) 2.7 $79M 350k 224.81
Delta Air Lines (DAL) 2.0 $58M 1.4M 41.08
Hldgs (UAL) 2.0 $58M 1.1M 53.01
Exxon Mobil Corporation (XOM) 1.7 $50M 600k 83.20
Old Republic International Corporation (ORI) 1.6 $47M 3.0M 15.63
Peabody Energy Corporation 0.1 $3.4M 1.5M 2.19
Ares Capital Corporation (ARCC) 0.1 $2.9M 179k 16.46
Ares Coml Real Estate (ACRE) 0.1 $1.4M 125k 11.39
Ares Dynamic Cr Allocation (ARDC) 0.0 $136k 8.9k 15.34