Alleghany Corp as of Sept. 30, 2019
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 19 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.8 | $207M | 1.5M | 139.03 | |
| Roper Industries (ROP) | 10.8 | $188M | 528k | 356.60 | |
| Visa (V) | 10.4 | $182M | 1.1M | 172.02 | |
| Alphabet Inc Class A cs (GOOGL) | 8.9 | $156M | 128k | 1221.14 | |
| Comcast Corporation (CMCSA) | 7.9 | $138M | 3.1M | 45.08 | |
| Thermo Fisher Scientific (TMO) | 7.0 | $123M | 422k | 291.27 | |
| CSX Corporation (CSX) | 5.9 | $104M | 1.5M | 69.27 | |
| Marsh & McLennan Companies (MMC) | 5.7 | $100M | 1.0M | 100.05 | |
| Air Products & Chemicals (APD) | 4.4 | $78M | 350k | 221.86 | |
| Old Republic International Corporation (ORI) | 4.1 | $73M | 3.1M | 23.57 | |
| Apple (AAPL) | 3.6 | $63M | 283k | 223.96 | |
| UnitedHealth (UNH) | 3.5 | $61M | 281k | 217.32 | |
| Service Corporation International (SCI) | 3.1 | $55M | 1.1M | 47.81 | |
| Cigna Corp (CI) | 3.1 | $55M | 359k | 151.79 | |
| MasterCard Incorporated (MA) | 2.8 | $48M | 177k | 271.56 | |
| Amazon (AMZN) | 2.6 | $46M | 27k | 1735.95 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $44M | 370k | 117.69 | |
| SPDR Gold Trust (GLD) | 0.8 | $15M | 106k | 138.87 | |
| Delta Air Lines (DAL) | 0.8 | $15M | 255k | 57.59 |
