LOEWS CORPLOEWS CORP

Institutional investor · Portfolio as of Q2 2021

SEC EDGAR SourceSEC Filings
$11.6B
AUM
58
Positions
Q2 2021
Filing
Rating · 1.5
Quarterly Portfolio Change
-33%Q1'20$8B+2%Q2'20$8.2B-7%Q3'20$7.7B+30%Q4'20$9.9B+14%Q1'21$11.4B+2%Q2'21$11.6B
Activity profile
$ moved · Q2'21
New44%Increased24%Decreased18%Exited14%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.2 years
<1Q9%1-4Q36%1-2Y21%2Y+34%

LOEWS CORP manages $11.6B across 58 positions as of Q2 2021. Top holdings: CNA (95.1%), GE (0.3%), GRSV (0.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.

Q2 2021 Summary

Added 3 new positions, exited 4, increased 12, trimmed 19. Top move: TDY (INCREASED, conviction 49). Portfolio: $11.6B across 58 positions.

Top holdings by portfolio weight

Total AUM$12B
CNA95.07%
GE0.35%
GRSV0.30%
BERY0.21%
WFC0.21%
CVS0.20%
BMY0.19%
CMCSA0.19%
DNB0.18%
GOOGL0.18%
Other0.16%

Portfolio allocation by GICS sector

Sectors9
Financial Services95.83%
Unknown1.08%
Technology0.70%
Healthcare0.70%
Communication Services0.52%
Industrials0.49%
Basic Materials0.48%
Consumer Defensive0.11%
Consumer Cyclical0.09%

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.

Holdings58 positions

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

CNA FINL CORP

243.2M$11.1B95.1%$27.16+20.67%
10 qtrssince 2019-Q1
Unchanged
0

GENERAL ELECTRIC CO

3M$40.4M0.3%
GRSVGRSVDelisted

GORES HLDGS V INC

3.4M$34.4M0.3%
1 qtr
New
48
BERYBERYDelisted

BERRY GLOBAL GROUP INC

381,050$24.9M0.2%
8 qtrssince 2019-Q3
Increased
38

WELLS FARGO & CO

535,000$24.2M0.2%$25.38+57.36%
6 qtrssince 2020-Q1
Decreased
0

CVS HEALTH CORP

280,000$23.4M0.2%$53.38+33.67%
10 qtrssince 2019-Q1
Unchanged
0

BRISTOL-MYERS SQUIBB CO

330,000$22.1M0.2%$40.40+35.57%
9 qtrssince 2019-Q2
Decreased
0

COMCAST CORP NEW

380,000$21.7M0.2%$30.67+49.89%
10 qtrssince 2019-Q1
Unchanged
0
DNBDNBDelisted

DUN & BRADSTREET HLDGS INC

1M$21.4M0.2%
3 qtrssince 2020-Q4
Increased
42

ALPHABET INC

8,500$20.8M0.2%$62.69+93.58%
10 qtrssince 2019-Q1
Increased
36

AIR PRODUCTS AND CHEMICALS I

65,000$18.7M0.2%$223.46+14.58%
5 qtrssince 2020-Q2
Decreased
0

META PLATFORMS INC

53,000$18.4M0.2%$258.04+35.42%
5 qtrssince 2020-Q2
Increased
36

ABBVIE INC

160,000$18M0.2%$68.65+36.73%
6 qtrssince 2020-Q1
Decreased
0

THE CIGNA GROUP

75,000$17.8M0.2%$147.57+47.94%
10 qtrssince 2019-Q1
Decreased
0

CME GROUP INC

75,000$16M0.1%$143.55+23.96%
4 qtrssince 2020-Q3
Decreased
0

FISERV INC

140,000$15M0.1%$114.46-6.87%
3 qtrssince 2020-Q4
Decreased
0

TELEDYNE TECHNOLOGIES INC

33,000$13.8M0.1%$409.76+2.01%
2 qtrssince 2021-Q1
Increased
49

CROWDSTRIKE HLDGS INC

52,500$13.2M0.1%$175.28+46.69%
2 qtrssince 2021-Q1
Unchanged
0

WESTERN DIGITAL CORP

180,000$12.8M0.1%$32.73+62.54%
10 qtrssince 2019-Q1
Increased
34

INGREDION INC

135,000$12.2M0.1%$66.63+18.37%
8 qtrssince 2019-Q3
Decreased
0
Showing 20 of 58 results.38 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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