LOEWS CORPLOEWS CORP

Institutional investor · Portfolio as of Q2 2023

SEC EDGAR SourceSEC Filings
$9.7B
AUM
31
Positions
Q2 2023
Filing
Rating · 1.5
Quarterly Portfolio Change
+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-1%Q2'23$9.7B
Activity profile
$ moved · Q2'23
New17%Increased61%Decreased21%Exited1%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 2.7 years
<1Q6%1-4Q16%1-2Y13%2Y+65%

LOEWS CORP manages $9.7B across 31 positions as of Q2 2023. Top holdings: CNA (96.9%), BERY (0.3%), APD (0.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.

Q2 2023 Summary

Added 5 new positions, exited 1, increased 5, trimmed 14. Top move: CNA (INCREASED, conviction 63). Portfolio: $9.7B across 31 positions.

Top holdings by portfolio weight

Total AUM$10B
CNA96.87%
BERY0.28%
APD0.22%
HBI0.21%
INGR0.20%
LYB0.20%
HCA0.18%
META0.18%
AMBP0.17%
GOOGL0.15%
Other0.15%

Portfolio allocation by GICS sector

Sectors9
Financial Services97.29%
Unknown0.60%
Basic Materials0.52%
Healthcare0.47%
Communication Services0.43%
Consumer Cyclical0.25%
Consumer Defensive0.20%
Energy0.15%
Technology0.09%

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.

Holdings31 positions

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

CNA FINL CORP

244M$9.4B96.9%$27.16+18.32%
18 qtrssince 2019-Q1
Increased
63
BERYBERYDelisted

BERRY GLOBAL GROUP INC

416,000$26.8M0.3%
16 qtrssince 2019-Q3
Decreased
0

AIR PRODUCTS AND CHEMICALS I

70,000$21M0.2%$225.64+21.67%
13 qtrssince 2020-Q2
Unchanged
0
HBIHBIAcquired

HANESBRANDS INC

4.4M$20M0.2%
2 qtrssince 2023-Q1
Increased
44

INGREDION INC

185,000$19.6M0.2%$71.15+36.84%
16 qtrssince 2019-Q3
Decreased
0

LYONDELLBASELL INDUSTRIES NV

210,000$19.3M0.2%$69.22+9.83%
18 qtrssince 2019-Q1
Increased
39

HCA HEALTHCARE INC

57,500$17.5M0.2%$171.08+72.17%
5 qtrssince 2022-Q2
Decreased
0

META PLATFORMS INC

60,000$17.2M0.2%$192.94+44.91%
13 qtrssince 2020-Q2
Decreased
0

ARDAGH METAL PACKAGING S A

4.3M$16.2M0.2%$6.20-54.36%
8 qtrssince 2021-Q3
Decreased
0

ALPHABET INC

125,000$15M0.2%$89.37+32.27%
18 qtrssince 2019-Q1
Decreased
0

CHENIERE ENERGY INC

95,000$14.5M0.1%$153.69-4.25%
4 qtrssince 2022-Q3
Increased
48

APOLLO GLOBAL MGMT INC

185,000$14.2M0.1%$62.92+15.86%
3 qtrssince 2022-Q4
Increased
42

BRISTOL-MYERS SQUIBB CO

215,000$13.7M0.1%$46.49+21.06%
17 qtrssince 2019-Q2
Decreased
0
HBIHBI
CALL
Acquired

HANESBRANDS INC

2.4M$10.9M0.1%
Unchanged

UNITEDHEALTH GROUP INC

21,500$10.3M0.1%$454.49-6.57%
1 qtr
New
47

COMCAST CORP NEW

240,000$10M0.1%$30.34+16.83%
18 qtrssince 2019-Q1
Unchanged
0
60,000$9.4M0.1%
1 qtr
New
39

WELLS FARGO & CO

200,000$8.5M0.1%$32.41+22.22%
14 qtrssince 2020-Q1
Decreased
0

GENERAL MTRS CO

200,000$7.7M0.1%$40.47-8.05%
18 qtrssince 2019-Q1
Unchanged
0

ALLY FINL INC

200,000$5.4M0.1%$24.520.00%
1 qtr
New
38
Showing 20 of 31 results.11 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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