Halbert Hargrove Global Advisors’s Loews L Stock Holding History

Halbert Hargrove Global Advisors’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	$13.8K	Hold	122	–	–	﹤0.01%	287
2026 Q1	$13K	Sell	122 -10	-8%	-$1.07K	﹤0.01%	274
2025 Q4	$13.9K	Sell	132 -8	-6%	-$826	﹤0.01%	271
2025 Q3	$14.1K	Buy	140 +8	+6%	+$756	﹤0.01%	285
2025 Q2	$12.1K	Sell	132 -175	-57%	-$15.4K	﹤0.01%	217
2025 Q1	$28.2K	Hold	307	–	–	﹤0.01%	176
2024 Q4	$26K	Buy	+307	New	+$25.3K	﹤0.01%	182
2015 Q3	–	Sell	-10,992	Closed	-$423K	–	136
2015 Q2	$423K	Buy	10,992 +302	+3%	+$12.3K	0.1%	104
2015 Q1	$436K	Buy	10,690 +4,589	+75%	+$186K	0.14%	108
2014 Q4	$256K	Buy	6,101 +186	+3%	+$7.79K	0.13%	106
2014 Q3	$246K	Buy	5,915 +482	+9%	+$20.7K	0.07%	118
2014 Q2	$239K	Buy	5,433 +2	+0%	+$87	0.07%	104
2014 Q1	$239K	Sell	5,431 -385	-7%	-$17.2K	0.07%	103
2013 Q4	$281K	Buy	+5,816	New	+$278K	0.09%	99

Other funds holding L

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Halbert Hargrove Global Advisors's L Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Loews (L) position steady in Q2 2026 at 122 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Halbert Hargrove Global Advisors first reported a position in L in Q4 2013 and has held it in 14 quarters since. The position peaked at $436K in Q1 2015. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

Halbert Hargrove Global Advisors held 122 shares of Loews worth $13.8K as of Q2 2026.
Halbert Hargrove Global Advisors left its Loews share count unchanged in Q2 2026.
Loews made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #287 holding.
Halbert Hargrove Global Advisors first reported a position in Loews in Q4 2013 and has held it in 14 quarters since.
Halbert Hargrove Global Advisors's Loews position peaked at $436K in Q1 2015.
785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.