Alleghany Corp as of Dec. 31, 2018
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 20 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 12.3 | $346M | 2.6M | 131.94 | |
| Alphabet Inc Class A cs (GOOGL) | 12.1 | $339M | 325k | 1044.96 | |
| Microsoft Corporation (MSFT) | 11.3 | $317M | 3.1M | 101.57 | |
| CSX Corporation (CSX) | 8.8 | $249M | 4.0M | 62.13 | |
| Roper Industries (ROP) | 8.7 | $244M | 917k | 266.52 | |
| Cigna Corp (CI) | 6.2 | $176M | 925k | 189.92 | |
| Apple (AAPL) | 5.5 | $154M | 975k | 157.74 | |
| JPMorgan Chase & Co. (JPM) | 5.2 | $146M | 1.5M | 97.62 | |
| Ares Management Corporation cl a com stk (ARES) | 4.5 | $127M | 7.2M | 17.78 | |
| Berkshire Hathaway (BRK.B) | 3.8 | $107M | 522k | 204.18 | |
| Comcast Corporation (CMCSA) | 3.1 | $88M | 2.6M | 34.05 | |
| Air Products & Chemicals (APD) | 3.1 | $86M | 540k | 160.05 | |
| Marsh & McLennan Companies (MMC) | 2.8 | $80M | 1.0M | 79.75 | |
| Thermo Fisher Scientific (TMO) | 2.7 | $76M | 338k | 223.79 | |
| Old Republic International Corporation (ORI) | 2.2 | $63M | 3.1M | 20.57 | |
| Service Corporation International (SCI) | 2.0 | $56M | 1.4M | 40.26 | |
| Amazon (AMZN) | 1.9 | $53M | 35k | 1502.00 | |
| MasterCard Incorporated (MA) | 1.8 | $51M | 270k | 188.65 | |
| Delta Air Lines (DAL) | 1.1 | $31M | 623k | 49.90 | |
| Walt Disney Company (DIS) | 0.9 | $25M | 230k | 109.64 |
