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Portfolio (Quarterly) Guide ↗

THOMPSON SIEGEL & WALMSLEY LLC

· CIK 0001008322
13F Portfolio $6.0B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 402 New
Page 17 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WRB WR BERKLEY CORP Financial Services 11,929.0 $836K 0.01% NEW $70.08 -5.2%
322 CPNG COUPANG INC Consumer Cyclical 35,000.0 $826K 0.01% NEW $23.60 -31.7%
323 PRU PRUDENTIAL FINANCIAL INC Financial Services 7,191.0 $812K 0.01% NEW $112.92 -9.7%
324 PIO INVESCO EXCH TRADED FD TR 18,000.0 $795K 0.01% NEW $44.17 -0.9%
325 XERS XERIS BIOPHARMA HOLDINGS Healthcare 100,884.0 $792K 0.01% NEW $7.85 -20.5%
326 NI NISOURCE INC Utilities 17,992.0 $751K 0.01% NEW $41.74 +10.9%
327 VIG VANGUARD SPECIALIZED PORT 3,363.0 $739K 0.01% NEW $219.74 +4.9%
328 VOT VANGUARD MID CAP GROWTH 2,601.0 $726K 0.01% NEW $279.12 +1.8%
329 BK BANK OF NEW YORK MELLON CORP Financial Services 6,167.0 $716K 0.01% NEW $116.10 +17.6%
330 OUSTER INC 33,000.0 $714K 0.01% NEW $21.64
331 CB CHUBB LIMITED Financial Services 2,221.0 $693K 0.01% NEW $312.02 +5.9%
332 IWR ISHARES RUSSELL MIDCAP INDEX 7,167.0 $690K 0.01% NEW $96.27 +7.7%
333 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 55,347.0 $661K 0.01% NEW $11.94 +10.0%
334 BMY BRISTOL MYERS SQUIBB CO. Healthcare 12,154.0 $656K 0.01% NEW $53.97 +6.2%
335 ANGI ANGI INC Communication Services 50,222.0 $649K 0.01% NEW $12.92 -59.9%
336 NEE NEXTERA ENERGY INC Utilities 7,822.0 $628K 0.01% NEW $80.29 +16.3%
337 MCD MCDONALDS CORP Consumer Cyclical 2,053.0 $627K 0.01% NEW $305.41 -9.5%
338 SKYWARD SPECIALTY INS GRO 12,195.0 $623K 0.01% NEW $51.09
339 RSP INVESCO S&P 500 ETF 3,157.0 $605K 0.01% NEW $191.64 +5.8%
340 IVV ISHARES CORE S&P 500 ETF 883.0 $605K 0.01% NEW $685.16 +8.3%
Page 17 of 21  ·  402 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 15.7%
Healthcare 15.6%
Consumer Defensive 12.4%
Industrials 10.6%
Financial Services 10.1%
Consumer Cyclical 8.5%
Communication Services 6.5%
Energy 6.4%
Basic Materials 6.3%
Utilities 5.5%