THOMPSON SIEGEL & WALMSLEY LLC

CIK
1008322
City
RICHMOND
State / Country
VA

Top Portfolio Positions

355 positions · $5,205,896,108 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AER
AerCap Holdings N.V.
Industrials
1,013,402 $139,018,486 2.67%
D
Dominion Energy, Inc
Utilities
1,590,508 $98,325,204 1.89%
SW
Smurfit Westrock plc
Consumer Cyclical
2,445,235 $97,442,614 1.87%
CHKP
Check Point Software Technologies Ltd
Technology
641,494 $91,637,417 1.76%
KHC
Kraft Heinz Co
Consumer Defensive
3,991,953 $89,779,022 1.72%
LKQ
Lkq Corp
Consumer Cyclical
3,045,522 $89,446,981 1.72%
EVRG
Evergy, Inc.
Utilities
1,036,435 $84,904,755 1.63%
MOS
Mosaic Co
Basic Materials
3,037,020 $77,444,010 1.49%
FCNCA
First Citizens Bancshares Inc /De/
Financial Services
39,926 $75,246,935 1.45%
GPK
Graphic Packaging Holding Co
Consumer Cyclical
7,489,999 $74,450,590 1.43%

Portfolio Trend

26 quarters · across all stocks

Holdings in MKL

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $66,879,516 34,941
2025-12-31 $76,020,219 35,364
2025-09-30 $72,815,170 38,096
2025-06-30 $79,077,479 39,591
2025-03-31 $74,509,567 39,853
2024-12-31 $78,555,548 45,507
2024-09-30 $72,490,356 46,214
2024-06-30 $72,607,988 46,081
2024-03-31 $90,716,723 59,624
2023-12-31 $88,679,853 62,455
2023-09-30 $89,070,919 60,490
2023-06-30 $80,039,098 57,866
2023-03-31 $74,732,316 58,503
2022-12-31 $70,631,955 53,611
2022-09-30 $56,813,127 52,400
2022-06-30 $51,014,832 39,447
2022-03-31 $52,851,947 35,826
2021-12-31 $72,217,382 58,523
2021-09-30 $71,251,260 59,618
2021-06-30 $65,015,093 54,786
2021-03-31 $61,620,392 54,071
2020-12-31 $46,213,309 44,724
2020-09-30 $41,106,692 42,217
2020-06-30 $48,549,510 52,590
2020-03-31 $48,395,958 52,157