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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Summit Trail Advisors's L Position: Q1 2026 in Review

Summit Trail Advisors increased its Loews (L) stake by 47% in Q1 2026, buying an estimated $604K and bringing the position to 17,647 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #569.

Summit Trail Advisors first reported a position in L in Q4 2017 and has held it in 8 quarters since. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

  • Summit Trail Advisors held 17,647 shares of Loews worth $1.88M as of Q1 2026.
  • Summit Trail Advisors bought 5,641 Loews shares in Q1 2026, an estimated $604K.
  • Loews made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #569 holding.
  • Summit Trail Advisors first reported a position in Loews in Q4 2017 and has held it in 8 quarters since.
  • 769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.