Alleghany Corp as of March 31, 2019
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 19 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CSX Corporation (CSX) | 11.6 | $244M | 3.3M | 74.81 | |
| Roper Industries (ROP) | 9.1 | $192M | 562k | 341.97 | |
| Apple (AAPL) | 8.8 | $185M | 975k | 189.95 | |
| Microsoft Corporation (MSFT) | 8.5 | $180M | 1.5M | 117.94 | |
| Visa (V) | 8.4 | $178M | 1.1M | 156.17 | |
| Alphabet Inc Class A cs (GOOGL) | 7.6 | $161M | 137k | 1176.90 | |
| Ares Management Corporation cl a com stk (ARES) | 6.3 | $133M | 5.7M | 23.21 | |
| Thermo Fisher Scientific (TMO) | 5.8 | $122M | 447k | 273.72 | |
| JPMorgan Chase & Co. (JPM) | 4.8 | $102M | 1.0M | 101.23 | |
| Marsh & McLennan Companies (MMC) | 4.5 | $94M | 1.0M | 93.90 | |
| Comcast Corporation (CMCSA) | 3.8 | $81M | 2.0M | 39.98 | |
| Air Products & Chemicals (APD) | 3.4 | $72M | 378k | 190.96 | |
| Berkshire Hathaway (BRK.B) | 3.3 | $70M | 349k | 200.89 | |
| Old Republic International Corporation (ORI) | 3.0 | $64M | 3.1M | 20.92 | |
| Amazon (AMZN) | 2.4 | $51M | 29k | 1780.74 | |
| Service Corporation International (SCI) | 2.4 | $50M | 1.2M | 40.15 | |
| Delta Air Lines (DAL) | 2.3 | $48M | 938k | 51.65 | |
| MasterCard Incorporated (MA) | 2.1 | $44M | 185k | 235.44 | |
| Cigna Corp (CI) | 1.9 | $39M | 245k | 160.82 |
