LOEWS CORPLOEWS CORP

Institutional investor · Portfolio as of Q4 2024

SEC EDGAR SourceSEC Filings
$12.4B
AUM
21
Positions
Q4 2024
Filing
Rating · 1.5
Quarterly Portfolio Change
+4%Q3'23$10.1B+7%Q4'23$10.8B+7%Q1'24$11.6B+2%Q2'24$11.8B+7%Q3'24$12.6B-2%Q4'24$12.4B
Activity profile
$ moved · Q4'24
New20%Increased1%Decreased55%Exited24%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.6 years
<1Q19%1-4Q5%1-2Y10%2Y+67%

LOEWS CORP manages $12.4B across 21 positions as of Q4 2024. Top holdings: CNA (97.2%), HBI (1.1%), BERY (0.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.

Q4 2024 Summary

Active quarter - 7 new positions, 4 exits, 1 increased. Top move: ELV (NEW, conviction 48). Portfolio: $12.4B across 21 positions.

Top holdings by portfolio weight

Total AUM$12B
CNA97.17%
HBI1.10%
BERY0.18%
META0.17%
APO0.16%
LNG0.16%
ARW0.15%
GOOGL0.13%
ELV0.13%
ALLY0.12%
Other0.09%

Portfolio allocation by GICS sector

Sectors10
Financial Services97.52%
Unknown1.27%
Communication Services0.37%
Consumer Cyclical0.21%
Technology0.18%
Energy0.16%
Healthcare0.13%
Basic Materials0.08%
Industrials0.06%
Consumer Defensive0.01%

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.

Holdings21 positions

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

CNA FINL CORP

248.4M$12B97.2%$27.27+63.36%
24 qtrssince 2019-Q1
Unchanged
0
HBIHBIAcquired

HANESBRANDS INC

16.6M$135.4M1.1%
8 qtrssince 2023-Q1
Decreased
0
BERYBERYDelisted

BERRY GLOBAL GROUP INC

340,000$22M0.2%
22 qtrssince 2019-Q3
Decreased
0

META PLATFORMS INC

36,500$21.4M0.2%$226.77+159.90%
19 qtrssince 2020-Q2
Decreased
0

APOLLO GLOBAL MGMT INC

120,000$19.8M0.2%$66.30+147.67%
9 qtrssince 2022-Q4
Decreased
0

CHENIERE ENERGY INC

92,000$19.8M0.2%$161.27+30.57%
10 qtrssince 2022-Q3
Decreased
0

ARROW ELECTRS INC

166,000$18.8M0.2%$129.46-13.15%
4 qtrssince 2024-Q1
Decreased
0

ALPHABET INC

87,500$16.6M0.1%$122.54+55.45%
24 qtrssince 2019-Q1
Increased
37

ELEVANCE HEALTH INC FORMERLY

42,000$15.5M0.1%$361.800.00%
1 qtr
New
48

ALLY FINL INC

420,000$15.1M0.1%$26.80+28.04%
7 qtrssince 2023-Q2
Decreased
0

LEAR CORP

115,000$10.9M0.1%$108.43+25.56%
2 qtrssince 2024-Q3
Decreased
0

GENERAL MTRS CO

170,000$9.1M0.1%$38.39+38.35%
24 qtrssince 2019-Q1
Decreased
0

COMCAST CORP NEW

220,000$8.3M0.1%$30.34+10.01%
24 qtrssince 2019-Q1
Unchanged
0

FERGUSON ENTERPRISES INC

46,000$8M0.1%$170.710.00%
1 qtr
New
39

LYONDELLBASELL INDUSTRIES NV

107,000$7.9M0.1%$70.10-4.96%
24 qtrssince 2019-Q1
Decreased
0

GOLDMAN SACHS GROUP INC

13,500$7.7M0.1%$562.080.00%
1 qtr
New
39
TSMTSM
ADR

TAIWAN SEMICONDUCTOR MANUFAC

20,000$3.9M0.0%$197.73+119.55%
1 qtr
New
38

TAYLOR MORRISON HOME CORP

55,000$3.4M0.0%$61.100.00%
1 qtr
New
38

D R HORTON INC

20,000$2.8M0.0%$137.530.00%
1 qtr
New
37

VISTA GOLD CORP

3.4M$1.9M0.0%$0.68-20.96%
24 qtrssince 2019-Q1
Unchanged
0
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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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