Beacon Financial Group’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.65M | Sell |
14,552
-1,395
| -9% | -$151K | 0.15% | 138 |
|
|
2026
Q1 | $1.7M | Sell |
15,947
-99
| -0.6% | -$10.6K | 0.17% | 132 |
|
|
2025
Q4 | $1.69M | Sell |
16,046
-2,265
| -12% | -$234K | 0.17% | 133 |
|
|
2025
Q3 | $1.84M | Sell |
18,311
-44
| -0.2% | -$4.16K | 0.18% | 124 |
|
|
2025
Q2 | $1.68M | Buy |
18,355
+14
| +0.1% | +$1.23K | 0.18% | 125 |
|
|
2025
Q1 | $1.69M | Sell |
18,341
-1,348
| -7% | -$115K | 0.18% | 121 |
|
|
2024
Q4 | $1.67M | Sell |
19,689
-1,449
| -7% | -$119K | 0.18% | 127 |
|
|
2024
Q3 | $1.67M | Sell |
21,138
-2,407
| -10% | -$189K | 0.18% | 129 |
|
|
2024
Q2 | $1.76M | Sell |
23,545
-1,220
| -5% | -$92.4K | 0.2% | 115 |
|
|
2024
Q1 | $1.94M | Sell |
24,765
-2,331
| -9% | -$172K | 0.22% | 109 |
|
|
2023
Q4 | $1.89M | Sell |
27,096
-1,952
| -7% | -$130K | 0.23% | 106 |
|
|
2023
Q3 | $1.8M | Sell |
29,048
-1,816
| -6% | -$113K | 0.26% | 95 |
|
|
2023
Q2 | $1.82M | Sell |
30,864
-694
| -2% | -$40.2K | 0.25% | 94 |
|
|
2023
Q1 | $1.78M | Sell |
31,558
-563
| -2% | -$33.4K | 0.25% | 98 |
|
|
2022
Q4 | $1.87M | Buy |
32,121
+1,224
| +4% | +$68.2K | 0.26% | 100 |
|
|
2022
Q3 | $1.57M | Buy |
30,897
+210
| +0.7% | +$11.8K | 0.24% | 94 |
|
|
2022
Q2 | $1.82M | Sell |
30,687
-705
| -2% | -$44.4K | 0.27% | 95 |
|
|
2022
Q1 | $2.06M | Sell |
31,392
-275
| -0.9% | -$16.9K | 0.28% | 90 |
|
|
2021
Q4 | $1.84M | Sell |
31,667
-85
| -0.3% | -$4.82K | 0.24% | 95 |
|
|
2021
Q3 | $1.73M | Buy |
31,752
+10,770
| +51% | +$585K | 0.23% | 93 |
|
|
2021
Q2 | $4.07M | Sell |
20,982
-17,826
| -46% | -$998K | 0.58% | 58 |
|
|
2021
Q1 | $1.84M | Hold |
38,808
| – | – | 0.29% | 87 |
|
|
2020
Q4 | $1.84M | Sell |
38,808
-2,277
| -6% | -$91.5K | 0.29% | 87 |
|
|
2020
Q3 | $1.43M | Sell |
41,085
-1,588
| -4% | -$57K | 0.26% | 94 |
|
|
2020
Q2 | $1.44M | Sell |
42,673
-10,683
| -20% | -$360K | 0.28% | 96 |
|
|
2020
Q1 | $1.89M | Sell |
53,356
-4,030
| -7% | -$190K | 0.42% | 69 |
|
|
2019
Q4 | $3.01M | Sell |
57,386
-4,445
| -7% | -$224K | 0.38% | 64 |
|
|
2019
Q3 | $3.19M | Buy |
61,831
+12,908
| +26% | +$666K | 0.54% | 60 |
|
|
2019
Q2 | $2.67M | Sell |
48,923
-4,171
| -8% | -$214K | 0.46% | 67 |
|
|
2019
Q1 | $2.54K | Sell |
53,094
-4,195
| -7% | -$198K | 0.42% | 68 |
|
|
2018
Q4 | $2.57M | Sell |
57,289
-3,818
| -6% | -$180K | 0.48% | 64 |
|
|
2018
Q3 | $3.07M | Buy |
61,107
+31,899
| +109% | +$1.6M | 0.52% | 62 |
|
|
2018
Q2 | $2.79M | Sell |
29,208
-3,583
| -11% | -$180K | 0.47% | 61 |
|
|
2018
Q1 | $1.63M | Sell |
32,791
-138
| -0.4% | -$6.98K | 0.28% | 81 |
|
|
2017
Q4 | $1.65M | Sell |
32,929
-455
| -1% | -$22.5K | 0.29% | 74 |
|
|
2017
Q3 | $1.6M | Buy |
+33,384
| New | +$1.59M | 0.29% | 73 |
|
Other funds holding L
Beacon Financial Group's L Position: Q2 2026 in Review
Beacon Financial Group reduced its Loews (L) stake by 8.7% in Q2 2026, selling an estimated $151K and leaving 14,552 shares worth $1.65M. The position accounts for 0.15% of the portfolio, ranked #138.
Beacon Financial Group first reported a position in L in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.07M in Q2 2021. 780 funds tracked by Wall St. Rank hold L as of Q2 2026.
- Beacon Financial Group held 14,552 shares of Loews worth $1.65M as of Q2 2026.
- Beacon Financial Group sold 1,395 Loews shares in Q2 2026, an estimated $151K.
- Loews made up 0.15% of Beacon Financial Group's portfolio in Q2 2026, its #138 holding.
- Beacon Financial Group first reported a position in Loews in Q3 2017 and has held it in 36 quarters since.
- Beacon Financial Group's Loews position peaked at $4.07M in Q2 2021.
- 780 funds tracked by Wall St. Rank held Loews as of Q2 2026.
Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.