ALLEGHANY CORP /DE 13F Holdings

CIK 0000775368 · NEW YORK, NY

As of Sep 30, 2022, ALLEGHANY CORP /DE reported 25 positions worth $2.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ROPER TECHNOLOGIES INCROPTechnology397,285 42.9K6.45%
JPMORGAN CHASE & COJPMFinancial Services1,318,998 37.8K6.22%
UNITEDHEALTH GROUP INCUNHHealthcare263,560 33.1K6.01%
DOMINION ENERGY INCDUtilities1,780,000 23.0K5.55%
THERMO FISHER SCIENTIFIC INCTMOHealthcare234,060 18.7K5.36%
MICROSOFT CORPMSFTTechnology508,169 18.4K5.34%
JOHNSON & JOHNSONJNJHealthcare721,851 17.9K5.32%
CIGNA GROUPCIHealthcare384,961 06.8K4.82%
WHEATON PRECIOUS METALS CORPWPMBasic Materials3,241,000 04.9K4.74%
VULCAN MATERIALS COVMCBasic Materials659,170 04.0K4.69%
WELLS FARGO & COMPANYWFCFinancial Services2,457,605$98.8K4.46%
AMAZON.COM INCAMZNEquity819,320$92.6K4.18%
CSX CORPCSXIndustrials3,443,160$91.7K4.14%
FRANCO NEVADA CORPFNVBasic Materials759,600$90.8K4.10%
SHERWIN WILLIAMS COSHWBasic Materials424,310$86.9K3.92%
VISA INC-CLASS A SHARESVFinancial Services472,649$84.0K3.79%
ROCKWELL AUTOMATION INCROKIndustrials335,299$72.1K3.26%
SERVICE CORP INTERNATIONALSCIConsumer Cyclical1,218,243$70.3K3.18%
OLD REPUBLIC INTERNATIONAL CORPORIFinancial Services2,908,365$60.9K2.75%
TRANSDIGM GROUP INCTDGIndustrials112,380$59.0K2.66%
ALPHABET INCGOOGLEquity512,000$49.0K2.21%
APPLE INCAAPLTechnology333,856$46.1K2.08%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services170,800$45.6K2.06%
NEXTERA ENERGY INCNEEUtilities533,060$41.8K1.89%
PROGRESSIVE CORPPGRFinancial Services151,400 7.6K0.79%