Alleghany Corp as of June 30, 2019
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 19 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CSX Corporation (CSX) | 11.8 | $228M | 2.9M | 77.37 | |
| Microsoft Corporation (MSFT) | 10.3 | $199M | 1.5M | 133.96 | |
| Roper Industries (ROP) | 10.1 | $193M | 528k | 366.26 | |
| Visa (V) | 9.5 | $184M | 1.1M | 173.56 | |
| Alphabet Inc Class A cs (GOOGL) | 7.2 | $139M | 128k | 1082.81 | |
| Thermo Fisher Scientific (TMO) | 6.4 | $124M | 422k | 293.68 | |
| JPMorgan Chase & Co. (JPM) | 5.7 | $109M | 975k | 111.80 | |
| Marsh & McLennan Companies (MMC) | 5.2 | $100M | 1.0M | 99.75 | |
| Comcast Corporation (CMCSA) | 4.2 | $80M | 1.9M | 42.28 | |
| Air Products & Chemicals (APD) | 4.1 | $79M | 350k | 226.37 | |
| Berkshire Hathaway (BRK.B) | 3.6 | $70M | 329k | 213.17 | |
| Old Republic International Corporation (ORI) | 3.6 | $69M | 3.1M | 22.38 | |
| Delta Air Lines (DAL) | 3.6 | $69M | 1.2M | 56.75 | |
| Cigna Corp (CI) | 2.9 | $57M | 359k | 157.55 | |
| Apple (AAPL) | 2.9 | $56M | 283k | 197.92 | |
| Service Corporation International (SCI) | 2.8 | $54M | 1.1M | 46.78 | |
| Amazon (AMZN) | 2.6 | $51M | 27k | 1893.58 | |
| MasterCard Incorporated (MA) | 2.4 | $47M | 177k | 264.54 | |
| UnitedHealth (UNH) | 1.0 | $20M | 81k | 244.01 |
