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 | 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 |
