LOEWS CORPLOEWS CORP

Institutional investor · Portfolio as of Q2 2020

SEC EDGAR SourceSEC Filings
$8.2B
AUM
40
Positions
Q2 2020
Filing
Rating · 1.5
Quarterly Portfolio Change
+7%Q2'19$12.6B+2%Q3'19$12.9B-8%Q4'19$11.9B-33%Q1'20$8B+2%Q2'20$8.2B
Activity profile
$ moved · Q2'20
New9%Increased74%Decreased7%Exited9%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.7 quarters
<1Q13%1-4Q23%1-2Y63%2Y+3%

LOEWS CORP manages $8.2B across 40 positions as of Q2 2020. Top holdings: CNA (95.4%), GE (0.3%), DOFSQ (0.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.

Q2 2020 Summary

Active quarter - 7 new positions, 11 exits, 5 increased. Top move: CNA (INCREASED, conviction 63). Portfolio: $8.2B across 40 positions.

Top holdings by portfolio weight

Total AUM$8B
CNA95.44%
GE0.25%
DOFSQ0.23%
CSCO0.20%
CMCSA0.20%
BMY0.20%
MPC0.20%
CVS0.20%
LYB0.19%
BERY0.19%
Other0.17%

Portfolio allocation by GICS sector

Sectors10
Financial Services95.85%
Healthcare0.88%
Technology0.72%
Unknown0.61%
Basic Materials0.57%
Communication Services0.46%
Industrials0.42%
Energy0.20%
Consumer Cyclical0.16%
Consumer Defensive0.12%

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.

Holdings40 positions

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

CNA FINL CORP

243.2M$7.8B95.4%$27.16-19.84%
6 qtrssince 2019-Q1
Increased
63

GENERAL ELECTRIC CO

3M$20.5M0.3%
DOFSQDOFSQDelisted

DIAMOND OFFSHORE DRILLING IN

73.1M$18.7M0.2%
6 qtrssince 2019-Q1
Unchanged
0

CISCO SYS INC

360,000$16.8M0.2%$39.96-2.55%
6 qtrssince 2019-Q1
Decreased
0

COMCAST CORP NEW

430,000$16.8M0.2%$30.67+1.17%
6 qtrssince 2019-Q1
Decreased
0

BRISTOL-MYERS SQUIBB CO

285,000$16.8M0.2%$37.53+23.42%
5 qtrssince 2019-Q2
Decreased
0

MARATHON PETE CORP

440,000$16.4M0.2%$37.28-19.10%
6 qtrssince 2019-Q1
Decreased
0

CVS HEALTH CORP

250,000$16.2M0.2%$51.35+4.11%
6 qtrssince 2019-Q1
Increased
55

LYONDELLBASELL INDUSTRIES NV

240,000$15.8M0.2%$42.59+5.51%
6 qtrssince 2019-Q1
Decreased
0
BERYBERYDelisted

BERRY GLOBAL GROUP INC

355,000$15.7M0.2%
4 qtrssince 2019-Q3
Decreased
0

WESTERN DIGITAL CORP

321,250$14.2M0.2%$33.56-5.77%
6 qtrssince 2019-Q1
Increased
49

THE CIGNA GROUP

75,000$14.1M0.2%$146.84+16.85%
6 qtrssince 2019-Q1
Decreased
0

SS&C TECH HLDGS

235,000$13.3M0.2%$40.75+26.94%
2 qtrssince 2020-Q1
Decreased
0

ABBVIE INC

135,000$13.3M0.2%$58.98+30.09%
2 qtrssince 2020-Q1
Decreased
0

ALPHABET INC

9,000$12.8M0.2%$58.26+18.99%
6 qtrssince 2019-Q1
Decreased
0

HCA HEALTHCARE INC

125,000$12.1M0.1%$107.94-14.83%
6 qtrssince 2019-Q1
Decreased
0

PROGRESSIVE CORP

150,000$12M0.1%$61.91+7.65%
3 qtrssince 2019-Q4
Unchanged
0

ALAMOS GOLD INC

1.1M$10.6M0.1%$4.80+80.63%
6 qtrssince 2019-Q1
Unchanged
0

WELLS FARGO & CO

405,000$10.4M0.1%$25.77-12.31%
2 qtrssince 2020-Q1
Increased
34

AIR PRODUCTS AND CHEMICALS I

40,000$9.7M0.1%$207.620.00%
1 qtr
New
47
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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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