Alleghany Corp as of March 31, 2017
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 22 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 13.4 | $269M | 317k | 847.79 | |
| Visa (V) | 10.5 | $210M | 2.4M | 88.87 | |
| Microsoft Corporation (MSFT) | 9.9 | $198M | 3.0M | 65.86 | |
| Roper Industries (ROP) | 9.3 | $186M | 900k | 206.49 | |
| JPMorgan Chase & Co. (JPM) | 7.6 | $153M | 1.7M | 87.84 | |
| CSX Corporation (CSX) | 7.0 | $140M | 3.0M | 46.55 | |
| Comcast Corporation (CMCSA) | 6.4 | $128M | 3.4M | 37.59 | |
| Amazon (AMZN) | 5.3 | $106M | 120k | 886.54 | |
| CIGNA Corporation | 4.6 | $93M | 635k | 146.49 | |
| BlackRock | 4.2 | $84M | 218k | 383.51 | |
| Berkshire Hathaway (BRK.B) | 4.2 | $83M | 500k | 166.68 | |
| Mohawk Industries (MHK) | 3.7 | $75M | 325k | 229.49 | |
| Old Republic International Corporation (ORI) | 3.1 | $63M | 3.1M | 20.48 | |
| Air Products & Chemicals (APD) | 2.6 | $52M | 385k | 135.29 | |
| EOG Resources (EOG) | 2.2 | $44M | 446k | 97.55 | |
| Service Corporation International (SCI) | 2.1 | $41M | 1.3M | 30.88 | |
| Wells Fargo & Company (WFC) | 2.0 | $41M | 739k | 55.66 | |
| Devon Energy Corporation (DVN) | 1.7 | $34M | 825k | 41.72 | |
| Ares Capital Corporation (ARCC) | 0.2 | $3.4M | 198k | 17.38 | |
| Ares Coml Real Estate (ACRE) | 0.1 | $1.7M | 125k | 13.38 | |
| Ares Dynamic Cr Allocation (ARDC) | 0.0 | $161k | 10k | 16.06 | |
| Halcon Res | 0.0 | $267k | 35k | 7.70 |
