UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: December 31, 2011
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, 17/th/ 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 February 3, 2012
_______________________ ________________________ _______________________
[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: 57
Form 13F Information Table Value Total: $ 816,949 (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 12/31/11
SHRS INVESTMENT VOTING
OR DISCRETION AUTHORITY
TITLE OF MARKET PRIN SH/ PUT/ --------------- --------------
NAME OF ISSUER CLASS CUSIP VALUE AMT PRN CALL SOLE SHRD OTHER MANAGER SOLE SHRD NONE
-------------- -------------- --------- -------- ---------- --- ---- ---- ---- ----- ------- ---- ---- ----
(X 1000) (A) (B) (C) (A) (B) (C)
COOPER INDUSTRIES PLC SHS G24140108 1,083 20,000 SH X 2 X
AT&T INC COM 00206R102 1,814 60,000 SH X 2 X
AGILENT TECHNOLOGIES INC COM 00846U101 1,048 30,000 SH X 2 X
AMERICAN EXPRESS CO COM 025816109 1,651 35,000 SH X 2 X
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 15,857 260,000 SH X 1 X
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 45,133 740,000 SH X 2 X
APPLIED MATLS INC COM 038222105 750 70,000 SH X 2 X
AUTODESK INC COM 052769106 758 25,000 SH X 2 X
AUTOMATIC DATA PROCESSING IN COM 053015103 1,080 20,000 SH X 2 X
BERKSHIRE HATHAWAY INC DEL CL B 084670207 1,526 20,000 SH X 2 X
BOEING CO COM 097023105 1,100 15,000 SH X 2 X
CHUBB CORP COM 171232101 2,077 30,000 SH X 2 X
COCA COLA CO COM 191216100 2,099 30,000 SH X 2 X
CONOCOPHILLIPS COM 20825C104 2,186 30,000 SH X 2 X
COSTCO WHSL CORP NEW COM 22160K105 2,083 25,000 SH X 2 X
DEERE & CO COM 244199105 2,321 30,000 SH X 2 X
DEVON ENERGY CORP NEW COM 25179M103 49,600 800,000 SH X 2 X
DEVON ENERGY CORP NEW COM 25179M103 43,400 700,000 SH X 3 X
DISNEY WALT CO COM DISNEY 254687106 1,688 45,000 SH X 2 X
DU PONT EI DE NEMOURS & CO COM 263534109 1,602 35,000 SH X 2 X
ECOLAB INC COM 278865100 2,428 42,000 SH X 1 X
ECOLAB INC COM 278865100 9,134 158,000 SH X 2 X
EMERSON ELEC CO COM 291011104 1,631 35,000 SH X 2 X
EXXON MOBIL CORP COM 30231G102 190,710 2,250,000 SH X 1 X
EXXON MOBIL CORP COM 30231G102 66,112 780,000 SH X 2 X
FEDEX CORP COM 31428X106 7,348 88,000 SH X 1 X
FEDEX CORP COM 31428X106 29,396 352,000 SH X 2 X
GOOGLE INC COM 38259P508 969 1,500 SH X 2 X
HESS CORP COM 42809H107 24,992 440,000 SH X 1 X
HESS CORP COM 42809H107 88,607 1,560,000 SH X 2 X
HEWLETT PACKARD CO COM 428236103 773 30,000 SH X 2 X
HOME DEPOT INC COM 437076102 841 20,000 SH X 2 X
INTEL CORP COM 458140100 2,061 85,000 SH X 2 X
INTERNATIONAL BUSINESS MACHS COM 459200101 1,839 10,000 SH X 2 X
JPMORGAN CHASE & CO COM 46625H100 998 30,000 SH X 2 X
JOHNSON AND JOHNSON COM 478160104 1,640 25,000 SH X 2 X
KELLOGG CO COM 487836108 1,264 25,000 SH X 2 X
LAUDER ESTEE COS INC CL A 518439104 2,246 20,000 SH X 2 X
LILLY ELI & CO COM 532457108 2,078 50,000 SH X 2 X
LOEWS CORP COM 540424108 941 25,000 SH X 2 X
MEDTRONIC INC COM 585055106 2,104 55,000 SH X 2 X
MICROSOFT CORP COM 594918104 2,207 85,000 SH X 2 X
NEWS CORP CL A 65248E104 1,249 70,000 SH X 2 X
NOBLE ENERGY INC COM 655044105 1,888 20,000 SH X 2 X
NORDSTROM INC COM 655664100 1,491 30,000 SH X 2 X
NOVARTIS AG SPONSORED ADR 66987V109 1,429 25,000 SH X 2 X
OCCIDENTAL PETE CORP DEL COM 674599105 26,236 280,000 SH X 1 X
OCCIDENTAL PETE CORP DEL COM 674599105 86,203 920,000 SH X 2 X
ORACLE CORP COM 68389X105 1,244 48,500 SH X 3 X
PACCAR INC COM 693718108 1,124 30,000 SH X 2 X
PENTAIR INC COM 709631105 999 30,000 SH X 2 X
PHILIP MORRIS INTL INC COM 718172109 1,177 15,000 SH X 2 X
PROCTER & GAMBLE CO COM 742718109 2,001 30,000 SH X 2 X
PROGRESSIVE WASTE SOLUTIONS COM 74339G101 2,547 130,000 SH X 1 X
PROGRESSIVE WASTE SOLUTIONS COM 74339G101 13,125 670,000 SH X 2 X
SCHLUMBERGER LTD COM 806857108 1,708 25,000 SH X 2 X
SEABRIGHT INSURANCE HLDGS IN COM 811656107 421 55,000 SH X 1 X
SEABRIGHT INSURANCE HLDGS IN COM 811656107 1,109 145,000 SH X 2 X
SEABRIGHT INSURANCE HLDGS IN COM 811656107 4,590 600,000 SH X 3 X
SIGMA ALDRICH CORP COM 826552101 1,249 20,000 SH X 2 X
SYSCO CORP COM 871829107 1,173 40,000 SH X 2 X
3M CO COM 88579Y101 1,798 22,000 SH X 2 X
US BANCORP DEL COM NEW 902973304 947 35,000 SH X 2 X
UNITED PARCEL SERVICE INC CL B 911312106 8,783 120,000 SH X 1 X
UNITED PARCEL SERVICE INC CL B 911312106 31,472 430,000 SH X 2 X
WAL MART STORES INC COM 931142103 2,092 35,000 SH X 2 X
WASHINGTON POST CO CL B 939640108 754 2,000 SH X 2 X
WELLS FARGO & CO NEW COM 949746101 965 35,000 SH X 2 X
GRAND TOTAL 816,949 13,049,000