LOEWS CORPLOEWS CORP

Institutional investor · Portfolio as of Q3 2020

SEC EDGAR SourceSEC Filings
$7.7B
AUM
37
Positions
Q3 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-7%Q3'20$7.7B
Activity profile
$ moved · Q3'20
New16%Increased17%Decreased21%Exited46%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.1 years
<1Q8%1-4Q27%1-2Y62%2Y+3%

LOEWS CORP manages $7.7B across 37 positions as of Q3 2020. Top holdings: CNA (95.3%), GE (0.2%), CMCSA (0.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.

Q3 2020 Summary

Active quarter - 4 new positions, 7 exits, 8 increased. Top move: WDC (INCREASED, conviction 49). Portfolio: $7.7B across 37 positions.

Top holdings by portfolio weight

Total AUM$8B
CNA95.34%
GE0.24%
CMCSA0.24%
WDC0.24%
BERY0.22%
BMY0.21%
CI0.21%
LYB0.20%
HCA0.19%
CVS0.18%
Other0.18%

Portfolio allocation by GICS sector

Sectors10
Financial Services95.89%
Healthcare0.94%
Technology0.67%
Basic Materials0.67%
Communication Services0.54%
Unknown0.52%
Industrials0.33%
Energy0.16%
Consumer Defensive0.14%
Consumer Cyclical0.14%

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.

Holdings37 positions

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

CNA FINL CORP

243.2M$7.3B95.3%$27.16-24.18%
7 qtrssince 2019-Q1
Unchanged
0

GENERAL ELECTRIC CO

3M$18.7M0.2%

COMCAST CORP NEW

400,000$18.5M0.2%$30.67+20.74%
7 qtrssince 2019-Q1
Decreased
0

WESTERN DIGITAL CORP

500,000$18.3M0.2%$32.15-7.89%
7 qtrssince 2019-Q1
Increased
49
BERYBERYDelisted

BERRY GLOBAL GROUP INC

353,000$17.1M0.2%
5 qtrssince 2019-Q3
Decreased
0

BRISTOL-MYERS SQUIBB CO

270,000$16.3M0.2%$37.53+28.88%
6 qtrssince 2019-Q2
Decreased
0

THE CIGNA GROUP

95,000$16.1M0.2%$147.57+1.86%
7 qtrssince 2019-Q1
Increased
43

LYONDELLBASELL INDUSTRIES NV

220,000$15.5M0.2%$42.59+15.93%
7 qtrssince 2019-Q1
Decreased
0

HCA HEALTHCARE INC

115,000$14.3M0.2%$107.94+6.39%
7 qtrssince 2019-Q1
Decreased
0

CVS HEALTH CORP

240,000$14M0.2%$51.35-6.27%
7 qtrssince 2019-Q1
Decreased
0

ALPHABET INC

9,500$13.9M0.2%$59.03+23.25%
7 qtrssince 2019-Q1
Increased
36

CISCO SYS INC

339,500$13.4M0.2%$39.96-16.87%
7 qtrssince 2019-Q1
Decreased
0

SS&C TECH HLDGS

215,000$13M0.2%$40.75+38.94%
3 qtrssince 2020-Q1
Decreased
0

PROGRESSIVE CORP

129,000$12.2M0.2%$61.91+29.44%
4 qtrssince 2019-Q4
Decreased
0

MARATHON PETE CORP

410,000$12M0.2%$37.28-31.74%
7 qtrssince 2019-Q1
Decreased
0

AIR PRODUCTS AND CHEMICALS I

40,000$11.9M0.2%$207.62+23.85%
2 qtrssince 2020-Q2
Unchanged
0

JPMORGAN CHASE & CO

115,000$11.1M0.1%$80.77+2.27%
2 qtrssince 2020-Q2
Increased
48

INGREDION INC

145,000$11M0.1%$65.69-2.24%
5 qtrssince 2019-Q3
Increased
42

ABBVIE INC

125,000$10.9M0.1%$58.98+18.65%
3 qtrssince 2020-Q1
Decreased
0

WELLS FARGO & CO

465,000$10.9M0.1%$25.10-18.19%
3 qtrssince 2020-Q1
Increased
39
Showing 20 of 37 results.17 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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