Alleghany Corp 13F 持仓 · 最近申报 2022年Q3
Alleghany 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 22.15 亿美元。前几大持仓：ROP（6.45%）、JPM（6.22%）、UNH（6.01%）。本季前 25 大持仓中：增持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ROP | ROPER TECHNOLOGIES INC | $142.9M | 6.45% | 397,285 | 持平 |
| 2 | JPM | JPMORGAN CHASE & CO | $137.8M | 6.22% | 1.3M | 持平 |
| 3 | UNH | UNITEDHEALTH GROUP INC | $133.1M | 6.01% | 263,560 | 持平 |
| 4 | D | DOMINION ENERGY INC | $123.0M | 5.55% | 1.8M | 持平 |
| 5 | TMO | THERMO FISHER SCIENTIFIC INC | $118.7M | 5.36% | 234,060 | 持平 |
| 6 | MSFT | MICROSOFT CORP | $118.4M | 5.34% | 508,169 | 持平 |
| 7 | JNJ | JOHNSON & JOHNSON | $117.9M | 5.32% | 721,851 | 持平 |
| 8 | CI | CIGNA CORP NEW | $106.8M | 4.82% | 384,961 | 持平 |
| 9 | WPM | WHEATON PRECIOUS METALS CORP | $104.9M | 4.74% | 3.2M | 持平 |
| 10 | VMC | VULCAN MATLS CO | $104.0M | 4.69% | 659,170 | 持平 |
| 11 | WFC | WELLS FARGO CO NEW | $98.8M | 4.46% | 2.5M | 持平 |
| 12 | AMZN | AMAZON COM INC | $92.6M | 4.18% | 819,320 | 持平 |
| 13 | CSX | CSX CORP | $91.7M | 4.14% | 3.4M | 持平 |
| 14 | FNV | FRANCO NEV CORP | $90.8M | 4.10% | 759,600 | 持平 |
| 15 | SHW | SHERWIN WILLIAMS CO | $86.9M | 3.92% | 424,310 | 持平 |
| 16 | V | VISA INC | $84.0M | 3.79% | 472,649 | 持平 |
| 17 | ROK | ROCKWELL AUTOMATION INC | $72.1M | 3.26% | 335,299 | 持平 |
| 18 | SCI | SERVICE CORP INTL | $70.3M | 3.18% | 1.2M | 持平 |
| 19 | ORI | OLD REP INTL CORP | $60.9M | 2.75% | 2.9M | 持平 |
| 20 | TDG | TRANSDIGM GROUP INC | $59.0M | 2.66% | 112,380 | 持平 |
| 21 | GOOGL | ALPHABET INC | $49.0M | 2.21% | 512,000 | 增持 |
| 22 | AAPL | APPLE INC | $46.1M | 2.08% | 333,856 | 持平 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $45.6M | 2.06% | 170,800 | 持平 |
| 24 | NEE | NEXTERA ENERGY INC | $41.8M | 1.89% | 533,060 | 持平 |
| 25 | PGR | PROGRESSIVE CORP | $17.6M | 0.79% | 151,400 | 持平 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR