J.W. COLE ADVISORS, INC.

Position in L — Loews Corp

CIK 1404763 TAMPA, FL

Position in L

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$363,177

+$3,439 QoQ

Shares Held

3,208

-6.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#500

of 781 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $12,479,632 across 11 Insurance - Property & Casualty names. L ranks #9 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	8,083	$2,754,201
2	TRV	Travelers Companies, Inc.	7,678	$2,534,661
3	ALL	Allstate Corp	10,244	$2,437,457
4	MKL	Markel Group Inc.	721	$1,408,120
5	CINF	Cincinnati Financial Corp	4,340	$803,507
6	PGR	Progressive Corp/Oh/	3,173	$693,141
7	HCI	HCI Group, Inc.	3,350	$587,087
8	ORI	Old Republic International Corp	10,167	$416,033

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,177	3,208	-6.1%	Shares	Sole	2026-07-21
2025-12-31	$359,738	3,416	+1.0%	Shares	Sole	2026-02-11
2025-09-30	$339,518	3,382	+2.9%	Shares	Sole	2025-11-05
2025-06-30	$301,194	3,286	-0.5%	Shares	Sole	2025-08-12
2025-03-31	$303,578	3,303	-2.9%	Shares	Sole	2025-05-05
2024-12-31	$288,030	3,401	+0.1%	Shares	Sole	2025-01-31
2024-09-30	$268,611	3,398	0.0%	Shares	Sole	2024-10-24
2024-06-30	$253,966	3,398	+0.0%	Shares	Sole	2024-08-08
2024-03-31	$265,951	3,397	0.0%	Shares	Sole	2024-04-30
2023-12-31	$236,397	3,397	0.0%	Shares	Sole	2024-01-31
2023-09-30	$215,064	3,397	+0.0%	Shares	Sole	2023-10-24
2023-06-30	$201,654	3,396	+0.1%	Shares	Sole	2023-07-27
2022-06-30	$201,128	3,394	0.0%	Shares	Sole	2022-07-27
2022-03-31	$219,999	3,394	-36.9%	Shares	Sole	2022-06-10
2020-12-31	$242,117	5,378	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.