Top 25 Alleghany Corp /De Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ROP | ROPER TECHNOLOGIES INC | 6.45% | 397.3K | $143K | new | — | 2022-09-30 | |
| JPM | JPMORGAN CHASE & CO | 6.22% | 1.32M | $138K | new | — | 2022-09-30 | |
| UNH | UNITEDHEALTH GROUP INC | 6.01% | 263.6K | $133K | new | — | 2022-09-30 | |
| D | DOMINION ENERGY INC | 5.55% | 1.78M | $123K | new | — | 2022-09-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 5.36% | 234.1K | $119K | new | — | 2022-09-30 | |
| MSFT | MICROSOFT CORP | 5.34% | 508.2K | $118K | new | — | 2022-09-30 | |
| JNJ | JOHNSON & JOHNSON | 5.32% | 721.9K | $118K | new | — | 2022-09-30 | |
| CI | CIGNA CORP NEW | 4.82% | 385.0K | $107K | new | — | 2022-09-30 | |
| WPM | WHEATON PRECIOUS METALS CORP | 4.74% | 3.24M | $105K | new | — | 2022-09-30 | |
| VMC | VULCAN MATLS CO | 4.69% | 659.2K | $104K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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