MondegarAI
CSU Producer Resources, Inc.

Q4 2025 · 13F-HR

CSU Producer Resources, Inc.holdings as filed

Filed 2026-02-12 · accession 0001104659-26-013986

$33.5M
Reported value
23
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · CSU Producer Resources, Inc. · Q4 2025

AI · grounded in 13F

CSU Producer Resources, Inc. closed its position in CB, reducing its holdings by $1,189,119. The fund established two new positions, led by a $550,438 investment in MRSH. It also added AJG to its portfolio with a purchase of $498,688.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
11135F101AVGOBROADCOM ORD$6.6M19.7%19,000CommonSHARED
91913Y100VLOVALERO ENERGY ORD$4.1M12.2%25,059CommonSHARED
75513E101RTXRTX ORD$2.8M8.22%15,000CommonSHARED
718172109PMPHILIP MORRIS INTERNATIONAL ORD$1.9M5.75%12,000CommonSHARED
G1151C101ACNACCENTURE CL A ORD$1.7M5.21%6,500CommonSHARED
032654105ADIANALOG DEVICES ORD$1.7M5.19%6,400CommonSHARED
437076102HDHOME DEPOT ORD$1.7M5.14%5,000CommonSHARED
655844108NSCNORFOLK SOUTHERN ORD$1.6M4.66%5,400CommonSHARED
747525103QCOMQUALCOMM ORD$1.5M4.47%8,750CommonSHARED
009158106APDAIR PRODUCTS AND CHEMICALS ORD$1.4M4.11%5,560CommonSHARED
20030N101CMCSACOMCAST CL A ORD$1.3M3.96%44,350CommonSHARED
91324P102UNHUNITEDHEALTH GRP ORD$1.1M3.26%3,300CommonSHARED
609207105MDLZMONDELEZ INTERNATIONAL CL A ORD$1.0M3.10%19,250CommonSHARED
7591EP100RFREGIONS FINANCIAL ORD$908,7712.72%33,534CommonSHARED
03027X100AMTAMERICAN TOWER REIT$842,7362.52%4,800CommonSHARED
008492100ADCAGREE REALTY REIT ORD$576,2401.72%8,000CommonSHARED
571748102MRSHMARSH & MCLENNAN ORD$550,4381.65%2,967CommonSHARED
N53745100LYBLYONDELLBASELL INDUSTRIES CL A ORD$534,0621.60%12,334CommonSHARED
363576109AJGARTHUR J GALLAGHER ORD$498,6881.49%1,927CommonSHARED
723484101PNWPINNACLE WEST ORD$496,8971.49%5,602CommonSHARED
957638109WALWESTERN ALLIANCE ORD$377,4741.13%4,490CommonSHARED
00206R102TAT&T ORD$178,8480.53%7,200CommonSHARED
872540109TJXTJX ORD$76,8050.23%500CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.