LOEWS CORPLOEWS CORP

Institutional investor · Portfolio as of Q1 2021

SEC EDGAR SourceSEC Filings
$11.4B
AUM
57
Positions
Q1 2021
Filing
Rating · 1.5
Quarterly Portfolio Change
-8%Q4'19$11.9B-33%Q1'20$8B+2%Q2'20$8.2B-7%Q3'20$7.7B+30%Q4'20$9.9B+14%Q1'21$11.4B
Activity profile
$ moved · Q1'21
New20%Increased35%Decreased25%Exited20%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.0 years
<1Q14%1-4Q35%1-2Y16%2Y+35%

LOEWS CORP manages $11.4B across 57 positions as of Q1 2021. Top holdings: CNA (95.5%), GE (0.3%), WFC (0.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.

Q1 2021 Summary

Active quarter - 9 new positions, 8 exits, 14 increased. Top move: DNB (INCREASED, conviction 55). Portfolio: $11.4B across 57 positions.

Top holdings by portfolio weight

Total AUM$11B
CNA95.54%
GE0.35%
WFC0.19%
BMY0.19%
BERY0.19%
APD0.19%
CVS0.19%
CMCSA0.18%
CI0.18%
ABBV0.17%
Other0.17%

Portfolio allocation by GICS sector

Sectors10
Financial Services96.14%
Unknown0.75%
Healthcare0.73%
Technology0.64%
Industrials0.47%
Communication Services0.46%
Basic Materials0.45%
Energy0.15%
Consumer Defensive0.12%
Consumer Cyclical0.10%

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.

Holdings57 positions

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

CNA FINL CORP

243.2M$10.9B95.5%$27.16+21.15%
9 qtrssince 2019-Q1
Unchanged
0

GENERAL ELECTRIC CO

3M$39.4M0.3%

WELLS FARGO & CO

555,000$21.7M0.2%$25.38+38.05%
5 qtrssince 2020-Q1
Increased
34

BRISTOL-MYERS SQUIBB CO

340,000$21.5M0.2%$40.40+28.49%
8 qtrssince 2019-Q2
Increased
40
BERYBERYDelisted

BERRY GLOBAL GROUP INC

346,410$21.3M0.2%
7 qtrssince 2019-Q3
Increased
34

AIR PRODUCTS AND CHEMICALS I

75,000$21.1M0.2%$223.46+11.73%
4 qtrssince 2020-Q2
Increased
39

CVS HEALTH CORP

280,000$21.1M0.2%$53.38+21.01%
9 qtrssince 2019-Q1
Increased
40

COMCAST CORP NEW

380,000$20.6M0.2%$30.67+45.09%
9 qtrssince 2019-Q1
Unchanged
0

THE CIGNA GROUP

85,000$20.5M0.2%$147.57+53.03%
9 qtrssince 2019-Q1
Unchanged
0

ABBVIE INC

180,000$19.5M0.2%$68.65+28.46%
5 qtrssince 2020-Q1
Decreased
0
DNBDNBDelisted

DUN & BRADSTREET HLDGS INC

800,000$19M0.2%
2 qtrssince 2020-Q4
Increased
55

CME GROUP INC

90,000$18.4M0.2%$143.55+18.61%
3 qtrssince 2020-Q3
Decreased
0

FISERV INC

150,000$17.9M0.2%$114.46+5.51%
2 qtrssince 2020-Q4
Increased
41

MARATHON PETE CORP

325,000$17.4M0.2%$37.28+661.06%
9 qtrssince 2019-Q1
Decreased
0

ALPHABET INC

8,000$16.5M0.1%$59.03+72.06%
9 qtrssince 2019-Q1
Decreased
0

META PLATFORMS INC

50,000$14.7M0.1%$252.56+13.24%
4 qtrssince 2020-Q2
Increased
54

JPMORGAN CHASE & CO

95,000$14.5M0.1%$84.10+61.77%
4 qtrssince 2020-Q2
Decreased
0

INGREDION INC

155,000$13.9M0.1%$66.63+20.42%
7 qtrssince 2019-Q3
Increased
36

CISCO SYS INC

269,500$13.9M0.1%$39.96+12.09%
9 qtrssince 2019-Q1
Decreased
0

WESTERN DIGITAL CORP

175,000$11.7M0.1%$32.15+53.33%
9 qtrssince 2019-Q1
Decreased
0
Showing 20 of 57 results.37 more with Pro.PROUpgrade to see all →

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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