SGI
L icon

Summit Global Investments’s Loews L Stock Holding History

Summit Global Investments’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 		$1.13M Buy
9,970
+20
+0.2% +$2.17K 0.06% 179
2026
Q1 		$1.06M Buy
9,950
+2,390
+32% +$256K 0.06% 180
2025
Q4 		$796K Sell
7,560
-3,878
-34% -$400K 0.05% 241
2025
Q3 		$1.15M Sell
11,438
-473
-4% -$44.7K 0.07% 176
2025
Q2 		$1.09M Sell
11,911
-18,902
-61% -$1.66M 0.06% 183
2025
Q1 		$2.83M Buy
30,813
+27,560
+847% +$2.36M 0.21% 72
2024
Q4 		$275K Sell
3,253
-3,290
-50% -$271K 0.02% 457
2024
Q3 		$517K Sell
6,543
-39,744
-86% -$3.12M 0.03% 356
2024
Q2 		$3.46M Sell
46,287
-6,468
-12% -$490K 0.23% 87
2024
Q1 		$4.13M Buy
52,755
+21,660
+70% +$1.6M 0.31% 71
2023
Q4 		$2.16M Buy
+31,095
New +$2.07M 0.14% 120

Other funds holding L

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Summit Global Investments's L Position: Q2 2026 in Review

Summit Global Investments increased its Loews (L) stake by 0.2% in Q2 2026, buying an estimated $2.17K and bringing the position to 9,970 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #179.

Summit Global Investments first reported a position in L in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.13M in Q1 2024. 321 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Summit Global Investments held 9,970 shares of Loews worth $1.13M as of Q2 2026.
  • Summit Global Investments bought 20 Loews shares in Q2 2026, an estimated $2.17K.
  • Loews made up 0.06% of Summit Global Investments's portfolio in Q2 2026, its #179 holding.
  • Summit Global Investments first reported a position in Loews in Q4 2023 and has held it in 11 quarters since.
  • Summit Global Investments's Loews position peaked at $4.13M in Q1 2024.
  • 321 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.