Loews Corporation
MX ˙ BMV ˙ US5404241086
SecurityMX:L / Loews Corporation
InstitutionSummit Trail Advisors, Llc
Latest Disclosed Ownership17,647 shares
Latest Disclosed Value $ 1,883,643
Summit Trail Advisors, Llc reports 46.98% increase in ownership of L / Loews Corporation

On May 12, 2026 - Summit Trail Advisors, Llc filed a 13F-HR form disclosing ownership of 17,647 shares of Loews Corporation (MX:L) valued at $1,883,643 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,006 shares of Loews Corporation. This represents a change in shares of 46.98% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F LOEWS COM 540424108 17,647 5,641 46.98 1,884 48.97 0.0270
2026-02-17 2025-12-31 13F LOEWS COM 540424108 12,006 2,619 27.90 1,264 34.18 0.0219
2025-11-14 2025-09-30 13F LOEWS COM 540424108 9,387 9,387 942 0.0130
2025-01-29 2024-12-31 13F LOEWS COM 540424108 0 -6,038 -100.00 0 -100.00
2024-11-12 2024-09-30 13F LOEWS COM 540424108 6,038 153 2.60 477 8.66 0.0118
2024-08-13 2024-06-30 13F Loews Corp Com COM 540424108 5,885 326 5.86 440 0.92 0.0116
2024-04-23 2024-03-31 13F LOEWS COM 540424108 5,559 682 13.98 435 28.32 0.0116
2024-02-06 2023-12-31 13F LOEWS COM 540424108 4,877 4,877 339 0.0112
2018-08-10 2018-06-30 13F LOEWS CORP COM EQUITY 540424108 0 -91,177 -100.00 0 -100.00
2018-05-21 2018-03-31 13F LOEWS CORP COM EQUITY 540424108 91,177 88,003 2,772.62 91 -44.51 0.0142
2018-02-14 2017-12-31 13F LOEWS EQUITY 540424108 3,174 3,174 164 0.0207
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.