UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: June 30, 2010
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Alleghany Corporation
Address: 7 Times Square Tower, 17th Floor
New York, NY 10036
Form 13F File Number: 28-1590
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Roger B. Gorham
Title: Senior Vice President
Phone: 212-752-1356
Signature, Place, and Date of Signing:
/s/ Roger B. Gorham New York, NY August 5, 2010
----------------------------------- ---------------------- -----------------
[Signature] [City, State] [Date]
Report Type (Check only one):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all
holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 2
Form 13F Information Table Entry Total: 62
Form 13F Information Table Value Total: $863,168
(thousands)
List of Other Included Managers:
No. Form 13F File Number Name
--- -------------------- -----
2 RSUI Indemnity Company
3 Alleghany Insurance Holdings LLC
SECURITIES AND EXCHANGE COMMISSIONS FORM 13F INFORMATION
PREPARED FOR ALLEGHANY CORPORATION
AS OF 06/30/10
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
---------------------------- ------------- --------- -------- ------------------- --------------- -------- --------------
INVESTMENT VOTING
DISCRETION AUTHORITY
MARKET --------------- --------------
TITLE OF VALUE SHRS OR SH/ PUT/ SOLE SHRD OTHER SOLE SHRD NONE
NAME OF ISSUER CLASS CUSIP (X 1000) PRIN AMT PRN CALL (A) (B) (C) MANAGER (A) (B) (C)
---------------------------- ------------- --------- -------- ---------- --- ---- ---- ---- ----- -------- ---- ---- ----
COOPER INDUSTRIES PLC SHS G24140108 550 12,500 SH X 2 X
AT&T INC COM 00206R102 1,451 60,000 SH X 2 X
AGILENT TECHNOLOGIES INC COM 00846U101 853 30,000 SH X 2 X
ALEXANDER & BALDWIN INC COM 014482103 596 20,000 SH X 2 X
AMERICAN EXPRESS CO COM 025816109 1,390 35,000 SH X 2 X
APPLIED MATLS INC COM 038222105 841 70,000 SH X 2 X
AUTODESK INC COM 052769106 731 30,000 SH X 2 X
AUTOMATIC DATA PROCESSING IN COM 053015103 805 20,000 SH X 2 X
BARRICK GOLD CORP COM 067901108 9,491 209,000 SH X 1 X
BARRICK GOLD CORP COM 067901108 31,378 691,000 SH X 2 X
BERKSHIRE HATHAWAY INC DEL CL B 084670207 1,594 20,000 SH X 2 X
BOEING CO COM 097023105 941 15,000 SH X 2 X
CHUBB CORP COM 171232101 1,500 30,000 SH X 2 X
COCA COLA CO COM 191216100 1,504 30,000 SH X 2 X
COCA COLA CO COM 191216100 25,060 500,000 SH X 3 X
CONOCOPHILLIPS COM 20825C104 13,254 270,000 SH X 1 X
CONOCOPHILLIPS COM 20825C104 32,399 660,000 SH X 2 X
CONOCOPHILLIPS COM 20825C104 34,363 700,000 SH X 3 X
COSTCO WHSL CORP NEW COM 22160K105 1,371 25,000 SH X 2 X
DEERE & CO COM 244199105 1,670 30,000 SH X 2 X
DEVON ENERGY CORP NEW COM 25179M103 3,046 50,000 SH X 1 X
DEVON ENERGY CORP NEW COM 25179M103 9,138 150,000 SH X 2 X
DISNEY WALT CO COM DISNEY 254687106 1,418 45,000 SH X 2 X
DOMINION RES INC VA NEW COM 25746U109 1,937 50,000 SH X 1 X
DOMINION RES INC VA NEW COM 25746U109 5,811 150,000 SH X 2 X
DU PONT EI DE NEMOURS & CO COM 263534109 1,211 35,000 SH X 2 X
EMERSON ELEC CO COM 291011104 1,529 35,000 SH X 2 X
EXELON CORP COM 30161N101 5,695 150,000 SH X 1 X
EXELON CORP COM 30161N101 17,087 450,000 SH X 2 X
EXXON MOBIL CORP COM 30231G102 1,712 30,000 SH X 2 X
EXXON MOBIL CORP COM 30231G102 342,420 6,000,000 SH X 3 X
FEDEX CORP COM 31428X106 1,052 15,000 SH X 2 X
GENERAL ELECTRIC CO COM 369604103 721 50,000 SH X 2 X
GLOBAL INDS LTD COM 379336100 5,323 1,185,707 SH X 1 X
GLOBAL INDS LTD COM 379336100 8,464 1,885,000 SH X 2 X
HESS CORP COM 42809H107 11,326 225,000 SH X 1 X
HESS CORP COM 42809H107 31,463 625,000 SH X 2 X
HESS CORP COM 42809H107 7,551 150,000 SH X 3 X
HOME DEPOT INC COM 437076102 561 20,000 SH X 2 X
INTEL CORP COM 458140100 1,653 85,000 SH X 2 X
INTERNATIONAL BUSINESS MACHS COM 459200101 1,482 12,000 SH X 2 X
INTUIT COM 461202103 695 20,000 SH X 2 X
JPMORGAN CHASE & CO COM 46625H100 915 25,000 SH X 2 X
JOHNSON AND JOHNSON COM 478160104 1,477 25,000 SH X 2 X
KELLOGG CO COM 487836108 1,258 25,000 SH X 2 X
LAUDER ESTEE COS INC CL A 518439104 1,393 25,000 SH X 2 X
LILLY ELI & CO COM 532457108 1,675 50,000 SH X 2 X
LOCKHEED MARTIN CORP COM 539830109 3,605 48,400 SH X 1 X
LOCKHEED MARTIN CORP COM 539830109 6,929 93,000 SH X 2 X
LOEWS CORP COM 540424108 833 25,000 SH X 2 X
MEDTRONIC INC COM 585055106 1,451 40,000 SH X 2 X
MICROSOFT CORP COM 594918104 16,682 725,000 SH X 1 X
MICROSOFT CORP COM 594918104 31,294 1,360,000 SH X 2 X
MICROSOFT CORP COM 594918104 23,010 1,000,000 SH X 3 X
NEWMONT MINING CORP COM 651639106 9,138 148,000 SH X 1 X
NEWMONT MINING CORP COM 651639106 34,080 552,000 SH X 2 X
NEWS CORP CL A 65248E104 837 70,000 SH X 2 X
NOBLE ENERGY INC COM 655044105 1,207 20,000 SH X 2 X
NORDSTROM INC COM 655664100 966 30,000 SH X 2 X
NOVARTIS AG SPONSORED ADR 66987V109 1,208 25,000 SH X 2 X
OCCIDENTAL PETE CORP DEL COM 674599105 849 11,000 SH X 1 X
OCCIDENTAL PETE CORP DEL COM 674599105 2,468 32,000 SH X 2 X
OCCIDENTAL PETE CORP DEL COM 674599105 52,076 675,000 SH X 3 X
PACCAR INC COM 693718108 598 15,000 SH X 2 X
PHILIP MORRIS INTL INC COM 718172109 688 15,000 SH X 2 X
1
SECURITIES AND EXCHANGE COMMISSIONS FORM 13F INFORMATION
PREPARED FOR ALLEGHANY CORPORATION
AS OF 06/30/10
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
---------------------------- ------------- --------- -------- ------------------- --------------- -------- --------------
INVESTMENT VOTING
DISCRETION AUTHORITY
MARKET --------------- --------------
TITLE OF VALUE SHRS OR SH/ PUT/ SOLE SHRD OTHER SOLE SHRD NONE
NAME OF ISSUER CLASS CUSIP (X 1000) PRIN AMT PRN CALL (A) (B) (C) MANAGER (A) (B) (C)
---------------------------- ------------- --------- -------- ---------- --- ---- ---- ---- ----- -------- ---- ---- ----
POTASH CORP SASK INC COM 73755L107 21,560 250,000 SH X 3 X
PROCTER & GAMBLE CO COM 742718109 1,799 30,000 SH X 2 X
SCHLUMBERGER LTD COM 806857108 1,384 25,000 SH X 2 X
SEABRIGHT INSURANCE HLDGS IN COM 811656107 4,740 500,000 SH X 3 X
SIGMA ALDRICH CORP COM 826552101 997 20,000 SH X 2 X
STATE STR CORP COM 857477103 507 15,000 SH X 2 X
SYSCO CORP COM 871829107 1,143 40,000 SH X 2 X
3M CO COM 88579Y101 1,738 22,000 SH X 2 X
TRICO MARINE SERVICES INC COM NEW 896106200 180 360,000 SH X 1 X
TRICO MARINE SERVICES INC COM NEW 896106200 432 865,000 SH X 2 X
US BANCORP DEL COM NEW 902973304 559 25,000 SH X 2 X
WAL MART STORES INC COM 931142103 1,682 35,000 SH X 2 X
WASHINGTON POST CO CL B 939640108 821 2,000 SH X 2 X
WELLS FARGO & CO NEW COM 949746101 640 25,000 SH X 2 X
WILLIAMS CO INC DEL COM 969457100 2,486 136,000 SH X 1 X
WILLIAMS CO INC DEL COM 969457100 4,241 232,000 SH X 2 X
WILLIAMS CO INC DEL COM 969457100 585 32,000 SH X 3 X
GRAND TOTAL 863,168 22,523,607
2