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Institutional

CSU Producer Resources, Inc.

CIK 0001534469
$34.9M
Reported AUM
23
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · CSU Producer Resources, Inc. · Q1 2026

AI · grounded in 13F

CSU Producer Resources, Inc. reported no changes to its 13F holdings for 2026-03-31 relative to 2025-12-31.

Portfolio · Q1 2026

VLO$6.2MAVGO$5.9MRTX$2.9MADI$2.0MPM$2.0MHDAPDNSCACNCMCSAQCOMMDLZOther$6.3MCI

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VLOVALERO ENERGY ORD$255.82-1.17%104.41%350.61%$6.2M17.75%HELD
2AVGOBROADCOM ORD$385.73-7.92%57.48%771.51%$5.9M16.85%HELD
3RTXRTX ORD$180.990.88%32.19%132.37%$2.9M8.29%HELD
4ADIANALOG DEVICES ORD$401.39-6.38%83.85%160.94%$2.0M5.84%HELD
5PMPHILIP MORRIS INTERNATIONAL ORD$178.291.89%1.58%123.17%$2.0M5.69%HELD
6HDHOME DEPOT ORD$310.780.27%-12.61%7.24%$1.6M4.71%HELD
7APDAIR PRODUCTS AND CHEMICALS ORD$282.35-0.18%3.63%9.35%$1.6M4.63%HELD
8NSCNORFOLK SOUTHERN ORD$313.452.04%27.32%35.06%$1.5M4.44%HELD
9ACNACCENTURE CL A ORD$178.25-0.34%-43.13%-39.60%$1.3M3.69%HELD
10CMCSACOMCAST CL A ORD$23.822.10%-23.54%-49.62%$1.3M3.65%HELD
11QCOMQUALCOMM ORD$215.94-10.98%48.63%60.58%$1.1M3.23%HELD
12MDLZMONDELEZ INTERNATIONAL CL A ORD$62.041.72%-3.09%11.04%$1.1M3.18%HELD
13LYBLYONDELLBASELL INDUSTRIES CL A ORD$64.50-2.54%25.95%-8.41%$994K2.85%HELD
14UNHUNITEDHEALTH GRP ORD$399.470.76%35.46%5.19%$893K2.56%HELD
15RFREGIONS FINANCIAL ORD$28.540.39%36.20%82.05%$876K2.51%HELD
16AMTAMERICAN TOWER REIT$194.120.11%-5.30%-20.51%$828K2.37%HELD
17ADCAGREE REALTY REIT ORD$73.560.20%3.51%20.61%$603K1.73%HELD
18PNWPINNACLE WEST ORD$102.65-0.39%20.26%53.63%$564K1.62%HELD
19MRSHMARSH ORD$165.442.59%-26.69%21.25%$515K1.47%HELD
20AJGARTHUR J GALLAGHER ORD$216.142.44%-33.38%63.48%$417K1.20%HELD
21WALWESTERN ALLIANCE ORD$80.15-0.73%10.02%-3.92%$318K0.91%HELD
22TAT&T ORD$22.75-0.09%-15.45%46.77%$209K0.60%HELD
23TJXTJX ORD$160.711.31%26.64%151.20%$80K0.23%HELD

Source: SEC EDGAR · accession 0001104659-26-058365. 13F discloses long positions only — shorts, foreign equities, and options are excluded.