ALLEGHANY CORP /DE

13F filer, CIK 775368, New York, NY

ALLEGHANY CORP /DE reported $2,512,694,000 across 29 holdings for the quarter ended 2020-12-31, in a 13F-HR filed 2021-02-10. Its ten largest share positions make up 51.04% of the portfolio.

Filed 2021-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC13F-HR 0000950123-21-001506

Period: 2020-12-31
Reported value: $2.51B
Holdings: 29
Top 10 weight: 51.04%
New: 4
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
JPMadded	+729,633	$92.7M
JNJnew	+575,438	$90.6M
MMMnew	+495,979	$86.7M
Dadded	+1,041,806	$78.3M
UNHadded	+144,849	$50.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
WPMexited	-2,550,000	-$125M
WFCexited	-762,550	-$17.9M
CEDAR FAIR L Pexited	-403,298	-$11.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2020

Share positions as resolved from 13F-HR 0000950123-21-001506, largest first. % of portfolio is the value over $2,512,694,000, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AMZNAMAZON COM INC	48,285	$157M	6.26%	+2,995	Timeline
FNVFRANCO NEV CORP	1,251,000	$157M	6.24%	+69,000	Timeline
MSFTMICROSOFT CORP	692,215	$154M	6.13%	+44,130	Timeline
ROPROPER TECHNOLOGIES INC	308,020	$133M	5.28%	+24,470	Timeline
NEMNEWMONT CORP	2,189,000	$131M	5.22%	0	Timeline
JPMJPMORGAN CHASE & CO	912,621	$116M	4.62%	+729,633	Timeline
BARRICK GOLD CORPBARRICK GOLD CORP	5,005,000	$114M	4.54%	0
VVISA INC	512,555	$112M	4.46%	+23,885	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	234,060	$109M	4.34%	+10,534	Timeline
DDOMINION ENERGY INC	1,322,703	$99.5M	3.96%	+1,041,806	Timeline
CSXCSX CORP	1,051,160	$95.4M	3.8%	+222,080	Timeline
SHWSHERWIN WILLIAMS CO	129,670	$95.3M	3.79%	+13,775	Timeline
UNHUNITEDHEALTH GROUP INC	260,900	$91.5M	3.64%	+144,849	Timeline
JNJJOHNSON & JOHNSON	575,438	$90.6M	3.6%	new	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	573,195	$88.3M	3.52%	+33,865	Timeline
MMM3M CO	495,979	$86.7M	3.45%	new	Timeline
APDAIR PRODUCTS AND CHEMICALS I	289,535	$79.1M	3.15%	+17,920	Timeline
VMCVULCAN MATLS CO	511,745	$75.9M	3.02%	+106,420	Timeline
GOOGLALPHABET INC	40,067	$70.2M	2.79%	+6,287	Timeline
ROKROCKWELL AUTOMATION INC	266,395	$66.8M	2.66%	+40,310	Timeline
CMCSACOMCAST CORP NEW	1,228,070	$64.4M	2.56%	+303,101	Timeline
AAPLAPPLE INC	447,580	$59.4M	2.36%	0	Timeline
ORIOLD REP INTL CORP	2,908,365	$57.3M	2.28%	+592,890	Timeline
INTCINTEL CORP	965,308	$48.1M	1.91%	new	Timeline
CITHE CIGNA GROUP	205,921	$42.9M	1.71%	0	Timeline
SCISERVICE CORP INTL	846,905	$41.6M	1.65%	+303,055	Timeline
MAMASTERCARD INCORPORATED	108,703	$38.8M	1.54%	0	Timeline
ILMNILLUMINA INC	101,635	$37.6M	1.5%	+15,803	Timeline
FTS INTERNATIONAL INCFTS INTERNATIONAL INC	16,139	$310K	0.01%	new

Sold out in Q4 2020

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
WPMWHEATON PRECIOUS METALS CORP	2,550,000	$125M	shares
WFCWELLS FARGO & CO	762,550	$17.9M	shares
CEDAR FAIR L PCEDAR FAIR L P	403,298	$11.3M	shares

How Q4 2020 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000950123-21-001506	base		2021-02-10	acceptance time not in the bulk data set	2026-10-07 18:42:52 UTC