Alleghany Corp as of March 31, 2020
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 20 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 14.6 | $218M | 1.4M | 157.71 | |
Alphabet Inc Class A cs (GOOGL) | 10.7 | $159M | 137k | 1161.95 | |
Roper Industries (ROP) | 10.4 | $154M | 495k | 311.81 | |
Visa (V) | 9.8 | $146M | 904k | 161.12 | |
Thermo Fisher Scientific (TMO) | 7.3 | $108M | 382k | 283.60 | |
Amazon (AMZN) | 5.9 | $88M | 45k | 1949.69 | |
Comcast Corporation (CMCSA) | 5.6 | $83M | 2.4M | 34.38 | |
Wells Fargo & Company (WFC) | 5.4 | $80M | 2.8M | 28.70 | |
Air Products & Chemicals (APD) | 4.4 | $66M | 329k | 199.61 | |
Cigna Corp (CI) | 3.9 | $58M | 326k | 177.18 | |
UnitedHealth (UNH) | 3.2 | $47M | 189k | 249.37 | |
Old Republic International Corporation (ORI) | 3.2 | $47M | 3.1M | 15.25 | |
Apple (AAPL) | 2.8 | $41M | 162k | 254.29 | |
Service Corporation International (SCI) | 2.7 | $41M | 1.0M | 39.11 | |
MasterCard Incorporated (MA) | 2.6 | $39M | 161k | 241.57 | |
JPMorgan Chase & Co. (JPM) | 2.0 | $30M | 335k | 90.02 | |
Dominion Resources (D) | 1.7 | $26M | 354k | 72.19 | |
Cedar Fair (FUN) | 1.7 | $25M | 1.3M | 18.34 | |
Zimmer Holdings (ZBH) | 1.4 | $20M | 200k | 101.08 | |
CSX Corporation (CSX) | 0.7 | $11M | 185k | 57.26 |