Alleghany Corporation as of March 31, 2013
Portfolio Holdings for Alleghany Corporation
Alleghany Corporation holds 62 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 13.1 | $163M | 960k | 169.84 | |
| Occidental Petroleum Corporation (OXY) | 12.3 | $153M | 2.0M | 78.37 | |
| Apple (AAPL) | 11.2 | $139M | 315k | 442.65 | |
| Boeing Company (BA) | 5.6 | $69M | 807k | 85.85 | |
| Phillips 66 (PSX) | 5.2 | $64M | 919k | 69.97 | |
| Hess (HES) | 5.2 | $64M | 893k | 71.61 | |
| United Parcel Service (UPS) | 4.8 | $59M | 690k | 85.90 | |
| Kohl's Corporation (KSS) | 4.5 | $55M | 1.2M | 46.13 | |
| McDonald's Corporation (MCD) | 4.4 | $55M | 550k | 99.69 | |
| Time Warner Cable | 4.3 | $54M | 560k | 96.05 | |
| Johnson & Johnson (JNJ) | 4.1 | $51M | 630k | 81.53 | |
| Apache Corporation | 3.9 | $49M | 633k | 77.16 | |
| Cedar Fair | 2.8 | $35M | 870k | 39.77 | |
| Air Products & Chemicals (APD) | 2.7 | $34M | 385k | 87.12 | |
| Freeport-McMoRan Copper & Gold (FCX) | 2.3 | $29M | 875k | 33.10 | |
| ConocoPhillips (COP) | 2.2 | $28M | 458k | 60.10 | |
| Intel Corporation (INTC) | 1.7 | $22M | 991k | 21.83 | |
| Airgas | 1.2 | $15M | 150k | 99.15 | |
| Devon Energy Corporation (DVN) | 1.1 | $13M | 235k | 56.42 | |
| Tronox | 0.9 | $11M | 540k | 19.82 | |
| Eli Lilly & Co. (LLY) | 0.2 | $2.8M | 50k | 56.80 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $2.7M | 30k | 90.10 | |
| Chubb Corporation | 0.2 | $2.6M | 30k | 87.53 | |
| Wal-Mart Stores (WMT) | 0.2 | $2.6M | 35k | 74.83 | |
| Walt Disney Company (DIS) | 0.2 | $2.6M | 45k | 56.80 | |
| Medtronic | 0.2 | $2.6M | 55k | 46.96 | |
| Deere & Company (DE) | 0.2 | $2.6M | 30k | 85.97 | |
| International Business Machines (IBM) | 0.2 | $2.6M | 12k | 213.33 | |
| Microsoft Corporation (MSFT) | 0.2 | $2.4M | 85k | 28.60 | |
| Coca-Cola Company (KO) | 0.2 | $2.4M | 60k | 40.43 | |
| American Express Company (AXP) | 0.2 | $2.4M | 35k | 67.46 | |
| 3M Company (MMM) | 0.2 | $2.3M | 22k | 106.32 | |
| Noble Energy | 0.2 | $2.3M | 20k | 115.65 | |
| Procter & Gamble Company (PG) | 0.2 | $2.3M | 30k | 77.07 | |
| At&t (T) | 0.2 | $2.2M | 60k | 36.68 | |
| Emerson Electric (EMR) | 0.2 | $2.2M | 40k | 55.88 | |
| Schlumberger (SLB) | 0.2 | $2.2M | 30k | 74.90 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $2.1M | 20k | 104.20 | |
| Costco Wholesale Corporation (COST) | 0.2 | $2.1M | 20k | 106.10 | |
| Kellogg Company (K) | 0.2 | $1.9M | 30k | 64.43 | |
| 0.2 | $2.0M | 2.5k | 794.00 | ||
| Cummins (CMI) | 0.1 | $1.7M | 15k | 115.80 | |
| E.I. du Pont de Nemours & Company | 0.1 | $1.7M | 35k | 49.17 | |
| Novartis (NVS) | 0.1 | $1.8M | 25k | 71.24 | |
| Nordstrom (JWN) | 0.1 | $1.7M | 30k | 55.23 | |
| Sigma-Aldrich Corporation | 0.1 | $1.6M | 20k | 77.65 | |
| Oracle Corporation (ORCL) | 0.1 | $1.6M | 49k | 32.33 | |
| Estee Lauder Companies (EL) | 0.1 | $1.6M | 25k | 64.04 | |
| FedEx Corporation (FDX) | 0.1 | $1.5M | 15k | 98.20 | |
| Paccar (PCAR) | 0.1 | $1.5M | 30k | 50.57 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.4M | 30k | 47.47 | |
| Home Depot (HD) | 0.1 | $1.4M | 20k | 69.80 | |
| SYSCO Corporation (SYY) | 0.1 | $1.4M | 40k | 35.18 | |
| Philip Morris International (PM) | 0.1 | $1.4M | 15k | 92.73 | |
| U.S. Bancorp (USB) | 0.1 | $1.2M | 35k | 33.94 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.3M | 35k | 37.00 | |
| Automatic Data Processing (ADP) | 0.1 | $1.3M | 20k | 65.05 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $1.3M | 30k | 41.97 | |
| Loews Corporation (L) | 0.1 | $1.1M | 25k | 44.08 | |
| Autodesk (ADSK) | 0.1 | $1.0M | 25k | 41.24 | |
| Applied Materials (AMAT) | 0.1 | $944k | 70k | 13.49 | |
| Washington Post Company | 0.1 | $894k | 2.0k | 447.00 |
