Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ALLEGHANY CORP /DE (CIK 775368) reported $2.21B across 25 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: ROP ($142.9M, 6.45%), JPM ($137.8M, 6.22%), UNH ($133.1M, 6.01%), D ($123.0M, 5.55%), TMO ($118.7M, 5.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ROP | ROPER TECHNOLOGIES INC | $142.9M | 6.45% | 397,285 | Hold |
| 2 | JPM | JPMORGAN CHASE & CO | $137.8M | 6.22% | 1.3M | Hold |
| 3 | UNH | UNITEDHEALTH GROUP INC | $133.1M | 6.01% | 263,560 | Hold |
| 4 | D | DOMINION ENERGY INC | $123.0M | 5.55% | 1.8M | Hold |
| 5 | TMO | THERMO FISHER SCIENTIFIC INC | $118.7M | 5.36% | 234,060 | Hold |
| 6 | MSFT | MICROSOFT CORP | $118.4M | 5.34% | 508,169 | Hold |
| 7 | JNJ | JOHNSON & JOHNSON | $117.9M | 5.32% | 721,851 | Hold |
| 8 | CI | CIGNA CORP NEW | $106.8M | 4.82% | 384,961 | Hold |
| 9 | WPM | WHEATON PRECIOUS METALS CORP | $104.9M | 4.74% | 3.2M | Hold |
| 10 | VMC | VULCAN MATLS CO | $104.0M | 4.69% | 659,170 | Hold |
| 11 | WFC | WELLS FARGO CO NEW | $98.8M | 4.46% | 2.5M | Hold |
| 12 | AMZN | AMAZON COM INC | $92.6M | 4.18% | 819,320 | Hold |
| 13 | CSX | CSX CORP | $91.7M | 4.14% | 3.4M | Hold |
| 14 | FNV | FRANCO NEV CORP | $90.8M | 4.10% | 759,600 | Hold |
| 15 | SHW | SHERWIN WILLIAMS CO | $86.9M | 3.92% | 424,310 | Hold |
| 16 | V | VISA INC | $84.0M | 3.79% | 472,649 | Hold |
| 17 | ROK | ROCKWELL AUTOMATION INC | $72.1M | 3.26% | 335,299 | Hold |
| 18 | SCI | SERVICE CORP INTL | $70.3M | 3.18% | 1.2M | Hold |
| 19 | ORI | OLD REP INTL CORP | $60.9M | 2.75% | 2.9M | Hold |
| 20 | TDG | TRANSDIGM GROUP INC | $59.0M | 2.66% | 112,380 | Hold |
| 21 | GOOGL | ALPHABET INC | $49.0M | 2.21% | 512,000 | Added |
| 22 | AAPL | APPLE INC | $46.1M | 2.08% | 333,856 | Hold |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.6M | 2.06% | 170,800 | Hold |
| 24 | NEE | NEXTERA ENERGY INC | $41.8M | 1.89% | 533,060 | Hold |
| 25 | PGR | PROGRESSIVE CORP | $17.6M | 0.79% | 151,400 | Hold |
Source: SEC Form 13F filings · as of 2022-09-30