Berger Financial Group’s Loews L Stock Holding History

Berger Financial Group’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 Q2	$321K	Sell	2,836 -292	-9%	-$31.6K	0.02%	370
2026 Q1	$334K	Sell	3,128 -64,560	-95%	-$6.91M	0.02%	356
2025 Q4	$7.13M	Sell	67,688 -265	-0.4%	-$27.4K	0.41%	53
2025 Q3	$6.82M	Sell	67,953 -2	-0%	-$189	0.41%	56
2025 Q2	$6.23M	Buy	67,955 +602	+0.9%	+$52.8K	0.4%	55
2025 Q1	$6.19M	Buy	67,353 +1,032	+2%	+$88.3K	0.43%	53
2024 Q4	$5.62M	Buy	66,321 +827	+1%	+$68.2K	0.39%	63
2024 Q3	$5.18M	Sell	65,494 -338	-0.5%	-$26.5K	0.37%	68
2024 Q2	$4.92M	Buy	65,832 +31	+0%	+$2.35K	0.39%	65
2024 Q1	$5.15M	Buy	+65,801	New	+$4.87M	0.42%	66

Other funds holding L

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Berger Financial Group's L Position: Q2 2026 in Review

Berger Financial Group reduced its Loews (L) stake by 9.3% in Q2 2026, selling an estimated $31.6K and leaving 2,836 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #370.

Berger Financial Group first reported a position in L in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.13M in Q4 2025. 448 funds tracked by Wall St. Rank hold L as of Q2 2026.

Berger Financial Group held 2,836 shares of Loews worth $321K as of Q2 2026.
Berger Financial Group sold 292 Loews shares in Q2 2026, an estimated $31.6K.
Loews made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #370 holding.
Berger Financial Group first reported a position in Loews in Q1 2024 and has held it in 10 quarters since.
Berger Financial Group's Loews position peaked at $7.13M in Q4 2025.
448 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.