Essex Financial Services’s Loews L Stock Holding History

Essex Financial Services’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	$241K	Sell	2,128 -236	-10%	-$25.6K	0.01%	723
2026 Q1	$252K	Sell	2,364 -103	-4%	-$11K	0.01%	668
2025 Q4	$260K	Buy	2,467 +76	+3%	+$7.85K	0.01%	657
2025 Q3	$240K	Buy	+2,391	New	+$226K	0.01%	642
2023 Q2	–	Sell	-15,239	Closed	-$884K	–	494
2023 Q1	$884K	Sell	15,239 -9	-0.1%	-$533	0.09%	200
2022 Q4	$889K	Sell	15,248 -7	-0%	-$390	0.09%	195
2022 Q3	$760K	Hold	15,255	–	–	0.09%	197
2022 Q2	$904K	Sell	15,255 -6	-0%	-$377	0.1%	193
2022 Q1	$989K	Sell	15,261 -10,971	-42%	-$673K	0.09%	202
2021 Q4	$1.51M	Hold	26,232	–	–	0.15%	148
2021 Q3	$1.42M	Hold	26,232	–	–	0.16%	144
2021 Q2	$1.43M	Buy	+26,232	New	+$1.47M	0.21%	110
2014 Q2	–	Sell	-5,630	Closed	-$248K	–	311
2014 Q1	$248K	Sell	5,630 -1,635	-23%	-$73.2K	0.08%	241
2013 Q4	$350K	Buy	7,265 +280	+4%	+$13.4K	0.12%	181
2013 Q3	$326	Sell	6,985 -360	-5%	-$16.6K	0.1%	184
2013 Q2	$326K	Buy	+7,345	New	+$329K	0.11%	176

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $630M AUM 12.48% 1-Year Est. Return

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

Essex Financial Services's L Position: Q2 2026 in Review

Essex Financial Services reduced its Loews (L) stake by 10% in Q2 2026, selling an estimated $25.6K and leaving 2,128 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #723.

Essex Financial Services first reported a position in L in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.51M in Q4 2021. 468 funds tracked by Wall St. Rank hold L as of Q2 2026.

Essex Financial Services held 2,128 shares of Loews worth $241K as of Q2 2026.
Essex Financial Services sold 236 Loews shares in Q2 2026, an estimated $25.6K.
Loews made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #723 holding.
Essex Financial Services first reported a position in Loews in Q2 2013 and has held it in 16 quarters since.
Essex Financial Services's Loews position peaked at $1.51M in Q4 2021.
468 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.