Kovitz Investment Group Partners’s Loews L Stock Holding History

Kovitz Investment Group Partners’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	$2.15M	Sell	18,983 -1,407	-7%	-$152K	0.05%	221
2026 Q1	$2.18M	Sell	20,390 -741	-4%	-$79.3K	0.05%	217
2025 Q4	$2.23M	Sell	21,131 -27,923	-57%	-$2.88M	0.05%	219
2025 Q3	$4.92M	Buy	49,054 +77	+0.2%	+$7.28K	0.02%	471
2025 Q2	$4.47M	Sell	48,977 -19,393	-28%	-$1.7M	0.02%	465
2025 Q1	$6.28M	Sell	68,370 -1,621	-2%	-$139K	0.03%	360
2024 Q4	$5.93M	Buy	69,991 +9,950	+17%	+$820K	0.03%	370
2024 Q3	$4.5M	Buy	60,041 +21,654	+56%	+$1.7M	0.03%	355
2024 Q2	$2.87M	Buy	+38,387	New	+$2.91M	0.02%	368

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's L Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Loews (L) stake by 6.9% in Q2 2026, selling an estimated $152K and leaving 18,983 shares worth $2.15M. The position accounts for 0.05% of the portfolio, ranked #221.

Kovitz Investment Group Partners first reported a position in L in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.28M in Q1 2025. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

Kovitz Investment Group Partners held 18,983 shares of Loews worth $2.15M as of Q2 2026.
Kovitz Investment Group Partners sold 1,407 Loews shares in Q2 2026, an estimated $152K.
Loews made up 0.05% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #221 holding.
Kovitz Investment Group Partners first reported a position in Loews in Q2 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's Loews position peaked at $6.28M in Q1 2025.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.