COLDSTREAM CAPITAL MANAGEMENT INC

Position in L — Loews Corp

CIK 1082339 BELLEVUE, WA

Position in L

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$520,652

-$184,365 QoQ

Shares Held

4,599

-30.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#442

of 781 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Financial Services · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $20,447,593 across 17 Insurance - Property & Casualty names. L ranks #13 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	16,075	$3,511,583
2	CB	Chubb Ltd	9,741	$3,319,147
3	ALL	Allstate Corp	10,933	$2,601,398
4	TRV	Travelers Companies, Inc.	7,600	$2,508,912
5	RLI	Rli Corp	36,478	$2,154,755
6	SIGI	Selective Insurance Group Inc	6,788	$658,503
7	AIZ	Assurant, Inc.	2,381	$639,369
8	WRB	Berkley W R Corp	9,039	$637,520

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$520,652	4,599	-30.4%	Shares	Sole	2026-08-14
2026-03-31	$705,017	6,605	+17.3%	Shares	Sole	2026-05-08
2025-12-31	$593,105	5,632	-44.4%	Shares	Sole	2026-02-09
2025-09-30	$1,017,452	10,135	+47.7%	Shares	Sole	2025-11-19
2025-06-30	$628,970	6,862	+46.1%	Shares	Sole	2025-08-12
2025-03-31	$431,793	4,698	+11.5%	Shares	Sole	2025-05-13
2024-12-31	$356,883	4,214	+1.0%	Shares	Sole	2025-02-14
2024-09-30	$329,875	4,173	+13.6%	Shares	Sole	2024-11-18
2024-06-30	$274,445	3,672	-0.8%	Shares	Sole	2024-08-07
2024-03-31	$289,673	3,700	-0.5%	Shares	Sole	2024-05-14
2023-12-31	$258,805	3,719	-3.6%	Shares	Sole	2024-02-09
2023-09-30	$244,123	3,856	+5.5%	Shares	Sole	2023-11-02
2023-06-30	$217,033	3,655	—	Shares	Sole	2023-08-03
No filing history on record for this holder in this stock.