Institutions / Alleghany Corp /De
Alleghany Corp /De
CIK 775368 · Institution · as of Sep 30, 2021
Portfolio value
$3.24B
Positions
34
As of
Sep 30, 2021
Portfolio trend
Portfolio value
$3.24B-3.4%Positions
34+6.3%Top holdings
Sep 30, 2021View all 34 →
| Company | Value | % of portfolio |
|---|---|---|
| JPMorgan Chase & Co | $215.91M | 6.7% |
| Wheaton Precious Metals Corp | $166.67M | 5.1% |
| Franco-Nevada Corporation | $162.52M | 5.0% |
| Microsoft Corp | $143.26M | 4.4% |
| 3M Co | $139.46M | 4.3% |
| Roper Technologies Inc | $137.98M | 4.3% |
| Thermo Fisher Scientific Inc. | $133.72M | 4.1% |
| Air Products & Chemicals Inc /De | $131.73M | 4.1% |
| Dominion Energy, Inc | $129.97M | 4.0% |
| Amazon Com Inc | $119.12M | 3.7% |
| NEWMONT Corp /DE | $118.86M | 3.7% |
| Johnson & Johnson | $116.58M | 3.6% |
| Wells Fargo & COMPANY/MN | $114.06M | 3.5% |
| Comcast Corp | $112.50M | 3.5% |
| Vulcan Materials CO | $111.51M | 3.4% |
| Sherwin Williams Co | $108.82M | 3.4% |
| Unitedhealth Group Inc | $102.98M | 3.2% |
| Csx Corp | $102.40M | 3.2% |
| Visa Inc. | $94.03M | 2.9% |
| Rockwell Automation, Inc | $93.18M | 2.9% |
| Zimmer Biomet Holdings, Inc. | $82.63M | 2.5% |
| Freeport-McMoran Inc | $78.46M | 2.4% |
| Alphabet Inc. | $68.44M | 2.1% |
| Old Republic International Corp | $67.27M | 2.1% |
| Service Corp International | $63.47M | 2.0% |
Activity
Sep 30, 2021
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 4 quarters of holdings.