LOEWS CORPLOEWS CORP

Institutional investor · Portfolio as of Q1 2019

SEC EDGAR SourceSEC Filings
$11.9B
AUM
138
Positions
Q1 2019
Filing
Rating · 1.5
Quarterly Portfolio Change
Not enough history yet
Activity profile
$ moved · Q1'19
New100%Increased0%Decreased0%Exited0%
Composition
Equity vs derivatives
Equity99%Puts1%Calls0%
Holding period
Avg <1 quarter
<1Q98%1-4Q0%1-2Y0%2Y+2%

LOEWS CORP manages $11.9B across 138 positions as of Q1 2019. Top holdings: CNA (88.7%), DOFSQ (6.5%), SPY (0.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.

Q1 2019 Summary

Active quarter - 125 new positions, 0 exits, 0 increased. Top move: CNA (NEW, conviction 98). Portfolio: $11.9B across 138 positions.

Top holdings by portfolio weight

Total AUM$12B
CNA88.66%
DOFSQ6.46%
SPY0.29%
GE0.25%
CMCSA0.19%
DOWDP0.19%
WDC0.18%
KMI0.17%
MPC0.16%
CSCO0.15%
Other0.15%

Portfolio allocation by GICS sector

Sectors11
Financial Services89.69%
Unknown7.34%
Technology0.62%
Industrials0.46%
Energy0.35%
Communication Services0.34%
Healthcare0.32%
Basic Materials0.30%
Consumer Cyclical0.25%
Consumer Defensive0.21%
Other0.12%

Behavioral investing profile

Balanced Allocator83%- primarily Financial Services
Compare DNA across all funds
7-dimension quality assessment
Below Average(1.5 / 5.0)
Track Record53
Conviction39
Concentration0
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Holdings138 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

CNA FINL CORP

242.6M$10.5B88.7%$27.170.00%
1 qtr
New
98
DOFSQDOFSQDelisted

DIAMOND OFFSHORE DRILLING IN

73.1M$767M6.5%
1 qtr
New
98
SPYSPY
Unit

State Street Spdr S&p 500 Etf Trust TR UNIT

120,000$33.9M0.3%$255.160.00%
1 qtr
New
48

GENERAL ELECTRIC CO

3M$30M0.3%

COMCAST CORP NEW

560,000$22.4M0.2%$31.040.00%
1 qtr
New
47
DODOWDPDelisted

DOWDUPONT INC COM

416,130$22.2M0.2%
1 qtr
New
47

WESTERN DIGITAL CORP

440,000$21.1M0.2%$34.730.00%
1 qtr
New
47

KINDER MORGAN INC DEL

1M$20M0.2%$13.310.00%
1 qtr
New
47

MARATHON PETE CORP

325,000$19.5M0.2%$48.180.00%
1 qtr
New
47

CISCO SYS INC

335,000$18.1M0.2%$43.910.00%
1 qtr
New
47

JPMORGAN CHASE & CO

170,193$17.2M0.1%$83.490.00%
1 qtr
New
47

US FOODS HLDG CORP

460,000$16.1M0.1%$34.910.00%
1 qtr
New
47

ALPHABET INC

13,097$15.4M0.1%$58.400.00%
1 qtr
New
47

MICROSOFT CORP

120,200$14.2M0.1%$110.820.00%
1 qtr
New
46
965,505$13.2M0.1%$6.380.00%
1 qtr
New
46

GENERAL MTRS CO

353,055$13.1M0.1%$34.270.00%
1 qtr
New
46

LYONDELLBASELL INDUSTRIES NV

144,400$12.1M0.1%$54.400.00%
1 qtr
New
46

THE CIGNA GROUP

74,550$12M0.1%$147.100.00%
1 qtr
New
46
??MICROSOFT CORP
PUT
Delisted
100,000$11.8M0.1%
New

ARAMARK

395,000$11.7M0.1%$19.640.00%
1 qtr
New
39
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Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
3Q
BNBROOKFIELD CORP
Q3 2025 Q1 2026+235,000 shares+$5.2M
2Q
COFCAPITAL ONE FINL CORP
Q4 2025 Q1 2026+80,000 shares+$13.1M
2Q
METAMETA PLATFORMS INC
Q4 2025 Q1 2026+33,000 shares+$14.7M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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