Alleghany Corporation as of March 31, 2012
Portfolio Holdings for Alleghany Corporation
Alleghany Corporation holds 57 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hess (HES) | 19.8 | $118M | 2.0M | 58.95 | |
| Occidental Petroleum Corporation (OXY) | 19.2 | $114M | 1.2M | 95.23 | |
| Anheuser-Busch InBev NV (BUD) | 12.2 | $73M | 1.0M | 72.72 | |
| Visa | 9.9 | $59M | 500k | 118.00 | |
| Lowe's Companies (LOW) | 8.4 | $50M | 1.6M | 31.38 | |
| United Parcel Service (UPS) | 7.5 | $44M | 550k | 80.72 | |
| FedEx Corporation (FDX) | 6.8 | $41M | 440k | 91.96 | |
| MasterCard Incorporated (MA) | 1.8 | $11M | 25k | 420.55 | |
| Seabright Holdings | 1.2 | $7.3M | 800k | 9.09 | |
| Microsoft Corporation (MSFT) | 0.5 | $2.7M | 85k | 32.26 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.6M | 30k | 86.73 | |
| Deere & Company (DE) | 0.4 | $2.4M | 30k | 80.90 | |
| Intel Corporation (INTC) | 0.4 | $2.4M | 85k | 28.12 | |
| ConocoPhillips (COP) | 0.4 | $2.3M | 30k | 76.00 | |
| Coca-Cola Company (KO) | 0.4 | $2.2M | 30k | 74.00 | |
| Wal-Mart Stores (WMT) | 0.4 | $2.1M | 35k | 61.20 | |
| Medtronic | 0.4 | $2.2M | 55k | 39.18 | |
| Chubb Corporation | 0.3 | $2.1M | 30k | 69.10 | |
| International Business Machines (IBM) | 0.3 | $2.1M | 10k | 208.70 | |
| American Express Company (AXP) | 0.3 | $2.0M | 35k | 57.86 | |
| Eli Lilly & Co. (LLY) | 0.3 | $2.0M | 50k | 40.26 | |
| Procter & Gamble Company (PG) | 0.3 | $2.0M | 30k | 67.20 | |
| Johnson & Johnson (JNJ) | 0.3 | $2.0M | 30k | 65.97 | |
| Walt Disney Company (DIS) | 0.3 | $2.0M | 45k | 43.78 | |
| 3M Company (MMM) | 0.3 | $2.0M | 22k | 89.23 | |
| Noble Energy | 0.3 | $2.0M | 20k | 97.80 | |
| Costco Wholesale Corporation (COST) | 0.3 | $1.8M | 20k | 90.80 | |
| At&t (T) | 0.3 | $1.9M | 60k | 31.23 | |
| E.I. du Pont de Nemours & Company | 0.3 | $1.9M | 35k | 52.91 | |
| Emerson Electric (EMR) | 0.3 | $1.8M | 35k | 52.17 | |
| Schlumberger (SLB) | 0.3 | $1.7M | 25k | 69.92 | |
| Nordstrom | 0.3 | $1.7M | 30k | 55.73 | |
| Berkshire Hathaway Inc. Class B | 0.3 | $1.6M | 20k | 81.15 | |
| Estee Lauder Companies (EL) | 0.3 | $1.5M | 25k | 61.96 | |
| Sigma-Aldrich Corporation | 0.2 | $1.5M | 20k | 73.05 | |
| Oracle Corporation (ORCL) | 0.2 | $1.4M | 49k | 29.15 | |
| Paccar (PCAR) | 0.2 | $1.4M | 30k | 46.83 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.4M | 30k | 45.97 | |
| Novartis (NVS) | 0.2 | $1.4M | 25k | 55.40 | |
| News Corporation | 0.2 | $1.4M | 70k | 19.71 | |
| Kellogg Company (K) | 0.2 | $1.3M | 25k | 53.64 | |
| Philip Morris International (PM) | 0.2 | $1.3M | 15k | 88.60 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $1.3M | 30k | 44.50 | |
| 0.2 | $1.3M | 2.0k | 641.00 | ||
| Cooper Industries | 0.2 | $1.3M | 20k | 63.95 | |
| SYSCO Corporation (SYY) | 0.2 | $1.2M | 40k | 29.85 | |
| Wells Fargo & Company (WFC) | 0.2 | $1.2M | 35k | 34.14 | |
| Pentair | 0.2 | $1.2M | 25k | 47.60 | |
| U.S. Bancorp (USB) | 0.2 | $1.1M | 35k | 31.69 | |
| Automatic Data Processing (ADP) | 0.2 | $1.1M | 20k | 55.20 | |
| Boeing Company (BA) | 0.2 | $1.1M | 15k | 74.40 | |
| Autodesk (ADSK) | 0.2 | $1.1M | 25k | 42.32 | |
| Loews Corporation (L) | 0.2 | $997k | 25k | 39.88 | |
| Home Depot (HD) | 0.2 | $1.0M | 20k | 50.30 | |
| Applied Materials (AMAT) | 0.1 | $871k | 70k | 12.44 | |
| Washington Post Company | 0.1 | $747k | 2.0k | 373.50 | |
| Hewlett-Packard Company | 0.1 | $715k | 30k | 23.83 |
