Mount Lucas Management’s Loews L Stock Holding History

Mount Lucas Management’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	$2.91M	Buy	25,699 +740	+3%	+$80.2K	1.04%	20
2026 Q1	$2.66M	Buy	24,959 +16,381	+191%	+$1.75M	0.98%	23
2025 Q4	$903K	Buy	8,578 +67	+0.8%	+$6.92K	0.36%	90
2025 Q3	$854K	Sell	8,511 -240	-3%	-$22.7K	0.35%	87
2025 Q2	$802K	Sell	8,751 -13,039	-60%	-$1.14M	0.34%	81
2025 Q1	$2M	Sell	21,790 -19,716	-48%	-$1.69M	0.64%	28
2024 Q4	$3.52M	Sell	41,506 -2,373	-5%	-$196K	1.22%	11
2024 Q3	$3.47M	Sell	43,879 -50,724	-54%	-$3.98M	1.18%	10
2024 Q2	$7.07M	Buy	94,603 +28,516	+43%	+$2.16M	2.02%	5
2024 Q1	$5.17M	Sell	66,087 -5,684	-8%	-$420K	1.41%	12
2023 Q4	$4.99M	Buy	+71,771	New	+$4.77M	1.44%	11

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 40.91% 1-Year Est. Return

Mount Lucas Management's L Position: Q2 2026 in Review

Mount Lucas Management increased its Loews (L) stake by 3% in Q2 2026, buying an estimated $80.2K and bringing the position to 25,699 shares worth $2.91M. The position accounts for 1.04% of the portfolio, ranked #20.

Mount Lucas Management first reported a position in L in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.07M in Q2 2024. 780 funds tracked by Wall St. Rank hold L as of Q2 2026.

Mount Lucas Management held 25,699 shares of Loews worth $2.91M as of Q2 2026.
Mount Lucas Management bought 740 Loews shares in Q2 2026, an estimated $80.2K.
Loews made up 1.04% of Mount Lucas Management's portfolio in Q2 2026, its #20 holding.
Mount Lucas Management first reported a position in Loews in Q4 2023 and has held it in 11 quarters since.
Mount Lucas Management's Loews position peaked at $7.07M in Q2 2024.
780 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.