Aureus Asset Management’s Loews L Stock Holding History

Aureus Asset Management’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 Q1	$960K	Sell	8,993 -418	-4%	-$44.7K	0.06%	118
2025 Q4	$991K	Hold	9,411	–	–	0.06%	101
2025 Q3	$945K	Hold	9,411	–	–	0.06%	93
2025 Q2	$863K	Sell	9,411 -982	-9%	-$86.2K	0.06%	101
2025 Q1	$955K	Hold	10,393	–	–	0.07%	100
2024 Q4	$880K	Hold	10,393	–	–	0.06%	100
2024 Q3	$822K	Hold	10,393	–	–	0.05%	98
2024 Q2	$777K	Hold	10,393	–	–	0.05%	99
2024 Q1	$814K	Hold	10,393	–	–	0.06%	94
2023 Q4	$723K	Hold	10,393	–	–	0.05%	99
2023 Q3	$658K	Sell	10,393 -3,000	-22%	-$187K	0.05%	104
2023 Q2	$795K	Hold	13,393	–	–	0.06%	98
2023 Q1	$777K	Hold	13,393	–	–	0.06%	97
2022 Q4	$781K	Buy	+13,393	New	+$746K	0.07%	100

Other funds holding L

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Aureus Asset Management's L Position: Q1 2026 in Review

Aureus Asset Management reduced its Loews (L) stake by 4.4% in Q1 2026, selling an estimated $44.7K and leaving 8,993 shares worth $960K. The position accounts for 0.06% of the portfolio, ranked #118.

Aureus Asset Management first reported a position in L in Q4 2022 and has held it in 14 quarters since. The position peaked at $991K in Q4 2025. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

Aureus Asset Management held 8,993 shares of Loews worth $960K as of Q1 2026.
Aureus Asset Management sold 418 Loews shares in Q1 2026, an estimated $44.7K.
Loews made up 0.06% of Aureus Asset Management's portfolio in Q1 2026, its #118 holding.
Aureus Asset Management first reported a position in Loews in Q4 2022 and has held it in 14 quarters since.
Aureus Asset Management's Loews position peaked at $991K in Q4 2025.
769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.