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Portfolio (Quarterly) Guide ↗

THOMPSON SIEGEL & WALMSLEY LLC

· CIK 0001008322
13F Portfolio $5.6B AUM 435 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 45 New 103 Added 215 Reduced 28 Exited
Page 6 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TRV TRAVELERS COS INC/THE Financial Services 910.0 $300K 0.01% +37.0 +4.2% $329.67 +11.3%
102 COP CONOCOPHILLIPS Energy 2,717.0 $282K 0.01% +35.0 +1.3% $103.79 +27.2%
103 FPE FIRST TR EXCH TRADED FD I 13,007.0 $233K 0.00% +1K +11.5% $17.91 -1.3%
Page 6 of 6  ·  103 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.1%
Healthcare 15.3%
Financial Services 10.8%
Consumer Defensive 10.7%
Industrials 10.0%
Consumer Cyclical 7.7%
Energy 6.9%
Communication Services 5.8%
Utilities 5.4%
Real Estate 4.8%