Q2 2026 13F · SEC CIK 60086

Loews Corp

Insurance companyFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $12.5B
Reported positions: 28
Top holdings a year, 3 yrs: +8.0%
Average holding period: 13.0 yrs

Loews Corp is an insurance company that reported 28 positions worth $12.5B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Cna Finl Corp (CNA, 96.4%), Builders Firstsource Inc (BLDR, 0.6%), Atlassian Corporation (TEAM, 0.4%). A portfolio copying its top holdings returned 8.0% a year over the last 3 years, against 20.4% for the S&P 500.

Loews Corp holdings all 28 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Loews Corp 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CNACna Finl Corp	96.4%	95.9%	248,414,738	+0.0%	$12.1B
BLDRBuilders Firstsource Inc	0.6%	0.5%	780,000	+5.4%	$69.8M
TEAMAtlassian Corporation	0.4%	0.4%	680,000	-8.1%	$52.9M
CHKPCheck Point Software Tech Lt	0.2%	New	175,000	—	$23.0M
AVTRAvantor Inc	0.2%	0.1%	2,200,000	+10.0%	$21.8M
OMCOmnicom Group Inc	0.2%	0.2%	280,000	+0.0%	$20.4M
NRGNrg Energy Inc	0.2%	0.2%	130,000	-13.3%	$19.0M
LNGCheniere Energy Inc	0.1%	New	71,000	—	$17.0M
COFCapital One Finl Corp	0.1%	0.2%	82,500	-36.5%	$16.6M
ALLYAlly Finl Inc	0.1%	0.1%	360,000	+0.0%	$16.5M
METAMeta Platforms Inc	0.1%	0.3%	28,000	-52.1%	$15.8M
JBSJbs N.v.	0.1%	0.2%	1,330,000	+0.0%	$15.8M
AMCRAmcor PLC	0.1%	0.2%	360,000	-43.8%	$15.6M
AXPAmerican Express Co	0.1%	New	45,000	—	$15.2M
DHRDanaher Corp Del	0.1%	New	75,000	—	$14.3M
SUNBSunbelt Rentals Holdings Inc	0.1%	0.2%	190,000	-40.6%	$14.2M
GEGe Aerospace	0.1%	New	35,000	—	$13.1M
BNBrookfield Corp	0.1%	0.1%	300,000	-31.0%	$12.8M
ETNEaton Corp PLC	0.1%	New	27,500	—	$11.7M
AMTMAmentum Holdings Inc	0.1%	New	500,000	—	$10.3M
FICOFair Isaac Corp	0.1%	New	8,500	—	$10.2M
ZTSZoetis Inc	0.1%	New	140,000	—	$10.1M
CMCSAComcast Corp New	0.1%	0.1%	400,000	+25.0%	$9.8M
JBGSJbg Smith Pptys	0.1%	0.1%	496,520	+0.0%	$7.3M
INGRIngredion Inc	0.1%	0.1%	70,000	-54.8%	$6.6M
MAGNMagnera Corp	0.0%	0.0%	300,000	+0.0%	$3.5M
OLNOlin Corp	0.0%	0.1%	150,000	-25.0%	$3.0M
FLDMStandard Biotools Inc	0.0%	New	1,250,000	—	$1.0M

What Loews Corp bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +5.0% /yr; S&P 500 +20.1%
3 years: +8.0% /yr; S&P 500 +20.4%
5 years: +3.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$12.5B	28
Q1 2026	$11.9B	25
Q4 2025	$12.3B	26
Q3 2025	$12.0B	23
Q2 2025	$12.1B	27
Q1 2025	$13.0B	25
Q4 2024	$12.4B	21
Q3 2024	$12.6B	18
Q2 2024	$11.8B	19
Q1 2024	$11.6B	19
Q4 2023	$10.8B	18
Q3 2023	$10.1B	24

Questions about Loews Corp's portfolio

What stocks does Loews Corp own?

Loews Corp's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 28 positions worth $12.5B. The largest are Cna Finl Corp (CNA) at 96.4%, Builders Firstsource Inc (BLDR) at 0.6%, Atlassian Corporation (TEAM) at 0.4%, Check Point Software Tech Lt (CHKP) at 0.2% and Avantor Inc (AVTR) at 0.2%.

What did Loews Corp buy last quarter?

In Q2 2026, Loews Corp added a new position in Check Point Software Tech Lt (CHKP), a new position in Cheniere Energy Inc (LNG), a new position in American Express Co (AXP), a new position in Danaher Corp Del (DHR), a new position in Ge Aerospace (GE), Comcast Corp New (CMCSA) (+25.0% shares), Avantor Inc (AVTR) (+10.0% shares) and Builders Firstsource Inc (BLDR) (+5.4% shares), compared with its Q1 2026 filing.

What did Loews Corp sell last quarter?

In Q2 2026, Loews Corp sold all of Amazon Com Inc (AMZN), sold all of Alphabet Inc (GOOGL), sold all of Uber Technologies Inc (UBER), sold all of Elevance Health Inc Formerly (ELV), sold all of Hp Inc (HPQ), Ingredion Inc (INGR) (-54.8% shares), Meta Platforms Inc (META) (-52.1% shares) and Amcor PLC (AMCR) (-43.8% shares), compared with its Q1 2026 filing.

How has Loews Corp's portfolio performed?

A portfolio copying Loews Corp's 20 largest 13F holdings each quarter, from the day each filing was public, returned +8.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +5.0% against +20.1%. Over 5 years: +3.0% a year against +11.6%.

When is Loews Corp's next 13F filing due?

13F filings are due 45 days after each quarter ends. Loews Corp's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.