SEC Filing Summary: Loews Corp (Form 13F)
Business Context and Reporting Period
This filing is a Form 13F Information Table submitted by Loews Corp to the U.S. Securities and Exchange Commission. The reporting period covers holdings as of March 31, 2026. This document discloses the equity securities held by the investment manager, detailing share counts, values, and voting authority.
Key Financial Metrics and Portfolio Composition
The filing provides a snapshot of the investment portfolio's composition rather than the operating financials of Loews Corp itself. Key portfolio metrics include:
- Total Disclosed Positions: 26 distinct equity positions listed.
- Largest Position by Value: CNA Financial Corp (CNA FINL CORP) with a reported value of $11,407,204,769 (248,414,738 shares).
- Significant Holdings:
- Builders FirstSource Inc: $60,924,200
- Atlassian Corporation: $50,505,000
- Amazon.com Inc: $29,157,800
- Ally Financial Inc: $14,122,800
- Voting Authority: Loews Corp reports Sole voting authority for all listed positions.
- Derivatives: One call option position is noted for Avantor Inc (30,000 shares).
Material Changes and Comparisons
The filing text provided does not contain data for the prior comparable period (e.g., December 31, 2025). Consequently, no material changes in share counts or values can be calculated or reported based on this document alone.
Guidance, Outlook, and Risks
As a Form 13F, this document is a regulatory disclosure of holdings and does not contain management commentary, forward-looking guidance, risk factors, or contingency plans regarding Loews Corp's future operations or financial outlook.
Investor Verification Checklist
- Concentration Risk: Verify the impact of the massive CNA Financial Corp holding ($11.4 billion) on the overall portfolio concentration and potential volatility.
- Valuation Accuracy: Confirm the share prices used to calculate the "Value" column against market closing prices on March 31, 2026.
- Ownership Structure: Review Loews Corp's broader corporate structure to understand how these 13F holdings relate to its insurance and real estate operating segments.
- Derivative Exposure: Investigate the specific terms of the Avantor Inc call option to understand potential leverage or hedging strategies.