LOEWS CORPLOEWS CORP

Institutional investor · Portfolio as of Q1 2023

SEC EDGAR SourceSEC Filings
$9.8B
AUM
27
Positions
Q1 2023
Filing
Rating · 1.5
Quarterly Portfolio Change
+5%Q4'21$11.3B+9%Q1'22$12.3B-8%Q2'22$11.3B-17%Q3'22$9.4B+14%Q4'22$10.7B-8%Q1'23$9.8B
Activity profile
$ moved · Q1'23
New18%Increased9%Decreased8%Exited65%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 2.6 years
<1Q11%1-4Q11%1-2Y7%2Y+70%

LOEWS CORP manages $9.8B across 27 positions as of Q1 2023. Top holdings: CNA (97.0%), BERY (0.3%), HCA (0.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.

Q1 2023 Summary

Active quarter - 3 new positions, 9 exits, 4 increased. Top move: LYB (INCREASED, conviction 56). Portfolio: $9.8B across 27 positions.

Top holdings by portfolio weight

Total AUM$10B
CNA96.99%
BERY0.27%
HCA0.25%
INGR0.24%
APD0.20%
AMBP0.20%
HBI0.18%
LYB0.18%
BMY0.17%
GOOGL0.16%
Other0.15%

Portfolio allocation by GICS sector

Sectors9
Financial Services97.39%
Basic Materials0.62%
Unknown0.45%
Healthcare0.42%
Communication Services0.40%
Consumer Cyclical0.27%
Consumer Defensive0.24%
Technology0.11%
Energy0.10%

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
Upgrade to see all dimensions

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.

Holdings27 positions

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

CNA FINL CORP

243.9M$9.5B97.0%$27.16+17.51%
17 qtrssince 2019-Q1
Unchanged
0
BERYBERYDelisted

BERRY GLOBAL GROUP INC

450,000$26.5M0.3%
15 qtrssince 2019-Q3
Decreased
0

HCA HEALTHCARE INC

92,500$24.4M0.2%$171.08+48.36%
4 qtrssince 2022-Q2
Decreased
0

INGREDION INC

230,000$23.4M0.2%$71.15+31.54%
15 qtrssince 2019-Q3
Unchanged
0

AIR PRODUCTS AND CHEMICALS I

70,000$20.1M0.2%$225.64+14.74%
12 qtrssince 2020-Q2
Increased
38

ARDAGH METAL PACKAGING S A

4.8M$19.4M0.2%$6.20-51.13%
7 qtrssince 2021-Q3
Unchanged
0
HBIHBIAcquired

HANESBRANDS INC

3.4M$17.9M0.2%
1 qtr
New
48

LYONDELLBASELL INDUSTRIES NV

190,000$17.8M0.2%$68.50+12.12%
17 qtrssince 2019-Q1
Increased
56

BRISTOL-MYERS SQUIBB CO

240,000$16.6M0.2%$46.49+27.95%
16 qtrssince 2019-Q2
Increased
46

ALPHABET INC

150,000$15.6M0.2%$89.37+12.04%
17 qtrssince 2019-Q1
Increased
37

META PLATFORMS INC

70,000$14.8M0.2%$192.94+6.98%
12 qtrssince 2020-Q2
Decreased
0

WELLS FARGO & CO

375,000$14M0.1%$32.41+6.79%
13 qtrssince 2020-Q1
Decreased
0
HBIHBI
CALL
Acquired

HANESBRANDS INC

2.4M$12.6M0.1%
New

CHENIERE ENERGY INC

62,500$9.9M0.1%$157.09-3.07%
3 qtrssince 2022-Q3
Decreased
0

APOLLO GLOBAL MGMT INC

150,000$9.5M0.1%$60.59-3.14%
2 qtrssince 2022-Q4
Unchanged
0

COMCAST CORP NEW

240,000$9.1M0.1%$30.34+3.88%
17 qtrssince 2019-Q1
Unchanged
0

GENERAL MTRS CO

200,000$7.3M0.1%$40.47-13.61%
17 qtrssince 2019-Q1
Decreased
0

ADVANCED MICRO DEVICES INC

60,000$5.9M0.1%$97.880.00%
1 qtr
New
39

ORLA MNG LTD NEW

1.1M$5.1M0.1%$3.13+54.31%
3 qtrssince 2022-Q3
Decreased
0

PERPETUA RESOURCES CORP

1.1M$5M0.1%$7.06-37.23%
9 qtrssince 2021-Q1
Unchanged
0
Showing 20 of 27 results.7 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

Upgrade to Pro to see all accumulation streaks

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used