STA
L icon

Summit Trail Advisors’s Loews L Stock Holding History

Summit Trail 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 		$2.09M Buy
18,454
+807
+5% +$87.5K 0.03% 583
2026
Q1 		$1.88M Buy
17,647
+5,641
+47% +$604K 0.03% 569
2025
Q4 		$1.26M Buy
12,006
+2,619
+28% +$270K 0.02% 677
2025
Q3 		$942K Buy
+9,387
New +$887K 0.01% 866
2024
Q4 		– Sell
-6,038
Closed -$477K – 599
2024
Q3 		$477K Buy
6,038
+153
+3% +$12K 0.01% 404
2024
Q2 		$440K Buy
5,885
+326
+6% +$24.7K 0.01% 397
2024
Q1 		$435K Buy
5,559
+682
+14% +$50.4K 0.01% 366
2023
Q4 		$339K Buy
+4,877
New +$324K 0.01% 373
2018
Q1 		– Sell
-3,174
Closed -$164K – 1111
2017
Q4 		$164K Buy
+3,174
New +$157K 0.02% 495

Other funds holding L

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Summit Trail Advisors's L Position: Q2 2026 in Review

Summit Trail Advisors increased its Loews (L) stake by 4.6% in Q2 2026, buying an estimated $87.5K and bringing the position to 18,454 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #583.

Summit Trail Advisors first reported a position in L in Q4 2017 and has held it in 9 quarters since. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Summit Trail Advisors held 18,454 shares of Loews worth $2.09M as of Q2 2026.
  • Summit Trail Advisors bought 807 Loews shares in Q2 2026, an estimated $87.5K.
  • Loews made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #583 holding.
  • Summit Trail Advisors first reported a position in Loews in Q4 2017 and has held it in 9 quarters since.
  • 785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.