Rothwell Investment Advisors, LLC’s Loews L Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$343K	Buy	+3,288	New	+$368K	0.18%	114

Other funds holding L

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's L Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Loews (L) in Q3 2026: 3,288 shares worth $343K. The stake represents 0.18% of the portfolio and ranks #114 among its holdings.

391 funds tracked by Wall St. Rank hold L as of Q3 2026.

Rothwell Investment Advisors, LLC held 3,288 shares of Loews worth $343K as of Q3 2026.
Loews was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Loews made up 0.18% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #114 holding.
391 funds tracked by Wall St. Rank held Loews as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.