Richard Bernstein Advisors’s Loews L Stock Holding History

Richard Bernstein 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 Q1	$2.6M	Buy	+24,315	New	+$2.6M	0.08%	57
2019 Q1	–	Sell	-49,459	Closed	-$2.25M	–	317
2018 Q4	$2.25M	Hold	49,459	–	–	0.08%	237
2018 Q3	$2.48M	Hold	49,459	–	–	0.07%	258
2018 Q2	$2.39M	Sell	49,459 -76,998	-61%	-$3.87M	0.08%	237
2018 Q1	$6.29M	Hold	126,457	–	–	0.22%	76
2017 Q4	$6.33M	Buy	126,457 +8,309	+7%	+$411K	0.28%	74
2017 Q3	$5.66M	Hold	118,148	–	–	0.39%	77
2017 Q2	$5.53M	Hold	118,148	–	–	0.42%	70
2017 Q1	$5.53M	Hold	118,148	–	–	0.43%	71
2016 Q4	$5.53M	Hold	118,148	–	–	0.46%	64
2016 Q3	$4.86M	Buy	118,148 +58,449	+98%	+$2.4M	0.46%	54
2016 Q2	$2.45M	Hold	59,699	–	–	0.23%	168
2016 Q1	$2.28M	Buy	+59,699	New	+$2.2M	0.23%	203
2014 Q2	–	Sell	-19,809	Closed	-$873K	–	260
2014 Q1	$873K	Hold	19,809	–	–	0.12%	195
2013 Q4	$956K	Buy	19,809 +4,161	+27%	+$199K	0.19%	181
2013 Q3	$731K	Hold	15,648	–	–	0.22%	173
2013 Q2	$695K	Buy	+15,648	New	+$701K	0.23%	161

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Richard Bernstein Advisors's L Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Loews (L) in Q1 2026: 24,315 shares worth $2.6M. The stake represents 0.08% of the portfolio and ranks #57 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in L as recently as Q4 2018.

Richard Bernstein Advisors first reported a position in L in Q2 2013 and has held it in 17 quarters since. The position peaked at $6.33M in Q4 2017. 774 funds tracked by Wall St. Rank hold L as of Q1 2026.

Richard Bernstein Advisors held 24,315 shares of Loews worth $2.6M as of Q1 2026.
Loews was a new Richard Bernstein Advisors position in Q1 2026.
Loews made up 0.08% of Richard Bernstein Advisors's portfolio in Q1 2026, its #57 holding.
Richard Bernstein Advisors first reported a position in Loews in Q2 2013 and has held it in 17 quarters since.
Richard Bernstein Advisors's Loews position peaked at $6.33M in Q4 2017.
774 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.