Follow The Filings

Loews Corp.

New York, NY 4 processed 13Fs on this site, 2025 Q3 to 2026 Q2

  • $12.5B
  • 28 holdings
  • 2026 Q2
  • +5.3% QoQ
  • Top 5 97.8%

Portfolio

2026 Q2, filed 8/14/2026, top 12 of 28 holdings

Top 5 97.8%, top 10 98.5%

  1. CNA, CNA Financial 96.4%
  2. BLDR, Builders FirstSource 0.6%
  3. TEAM, Atlassian 0.4%
  4. CHKP, Check Point 0.2%
  5. AVTR, Avantor 0.2%
  6. OMC, Omnicom Group 0.2%
  7. NRG, NRG Energy 0.2%
  8. LNG, Cheniere Energy 0.1%
  9. COF, Capital One 0.1%
  10. ALLY, Ally Financial 0.1%
  11. META, Meta Platforms 0.1%
  12. JBS, JBS NV 0.1%
  13. Other 1.3%

AUM over time

2026 Q2 $12.5B +5.3% QoQ
2025 Q3: $12B 2025 Q3: $12B
Q3 2025
2025 Q4: $12.3B, +2.0% QoQ 2025 Q4: $12.3B, +2.0% QoQ
Q4
2026 Q1: $11.9B, −3.2% QoQ 2026 Q1: $11.9B, −3.2% QoQ
Q1 2026
2026 Q2: $12.5B, +5.3% QoQ 2026 Q2: $12.5B, +5.3% QoQ
Q2

Book

2025 Q3, filed 14 Nov, long equity only

Download CSV Download Excel
CNA, CNA Financial 95.89% Hold 248,414,738 $46.46 $11.5B
Hanesbrands 1.75% Hold 31,900,000 $6.59 $210M
ELV, Elevance Health 0.30% Hold 110,000 $323.12 $36M
AMCR, Amcor 0.20% Hold 3,000,000 $8.18 $25M
JBS, JBS NV 0.16% Hold 1,330,000 $14.93 $20M
GOOGL, Alphabet 0.16% Hold 80,000 $243.10 $19M
KMI, Kinder Morgan 0.16% Hold 675,000 $28.31 $19M
META, Meta Platforms 0.16% Hold 25,500 $734.38 $19M
AVTR, Avantor 0.15% Hold 1,400,000 $12.48 $17M
WFC, Wells Fargo 0.14% Hold 200,000 $83.82 $17M
BN, Brookfield Corporation 0.13% Hold 220,000 $68.58 $15M
ALLY, Ally Financial 0.12% Hold 360,000 $39.20 $14M
LNG, Cheniere Energy 0.12% Hold 60,000 $234.98 $14M
JBG Smith Properties 0.09% Hold 496,520 $22.25 $11M
COF, Capital One 0.09% Hold 50,000 $212.58 $11M
GS, Goldman Sachs 0.08% Hold 12,500 $796.35 $10M
FERG, Ferguson 0.07% Hold 40,000 $224.58 $9M
TMHC, Taylor Morrison Home 0.05% Hold 100,000 $66.01 $6.6M
CMCSA, Comcast 0.05% Hold 200,000 $31.42 $6.3M
AVT, Avnet 0.05% Hold 120,000 $52.28 $6.3M
Magnera 0.04% Hold 360,500 $11.72 $4.2M
LYB, Lyondellbasell Industries 0.02% Hold 60,000 $49.04 $2.9M
ARW, Arrow Electrs 0.02% Hold 20,000 $121.00 $2.4M

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top.

Filings history

4 periods, with AUM normalized

Newest 13Fs
Period Holds AUM QoQ Form Filed Filing ID
2026 Q2 29 $12.5B +5.3% 13F-HR 8/14/2026 000006008626000049
2026 Q1 26 $11.9B −3.2% 13F-HR 5/15/2026 000006008626000041
2025 Q4 27 $12.3B +2.0% 13F-HR 2/17/2026 000006008626000010
2025 Q3 24 $12B — 13F-HR 11/14/2025 000006008625000183

About

Loews Corp.

4 processed 13Fs on this site, 2025 Q3 to 2026 Q2

SEC filing name
LOEWS CORP
Location
New York, NY
All SEC filings
View on sec.gov

Further reading

As an Amazon Associate, FollowTheFilings earns from qualifying purchases.

  • The Essays of Warren Buffett, 8th Ed., Warren Buffett, Lawrence A. Cunningham View on Amazon
  • One Up On Wall Street (Lynch), Peter Lynch View on Amazon

More on the shelf