Modera Wealth Management, LLC

Position in L — Loews Corp

CIK 1542143 WESTWOOD, NJ

Position in L

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,698,263

+$97,163 QoQ

Shares Held

15,001

+0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#266

of 781 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $3,963,107 across 5 Insurance - Property & Casualty names. L ranks #1 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	L	Loews Corp This page	15,001	$1,698,263
2	TRV	Travelers Companies, Inc.	2,316	$764,557
3	CB	Chubb Ltd	2,190	$746,220
4	ALL	Allstate Corp	2,251	$535,602
5	CINF	Cincinnati Financial Corp	1,180	$218,465

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,698,263	15,001	+0.0%	Shares	Sole	2026-08-03
2026-03-31	$1,601,100	15,000	-1.8%	Shares	Sole	2026-05-06
2025-12-31	$1,608,504	15,274	+0.1%	Shares	Sole	2026-01-21
2025-09-30	$1,531,851	15,259	-0.2%	Shares	Sole	2025-10-31
2025-06-30	$1,400,748	15,282	0.0%	Shares	Sole	2025-08-06
2025-03-31	$1,404,568	15,282	-0.3%	Shares	Sole	2025-05-08
2024-12-31	$1,298,213	15,329	+0.4%	Shares	Sole	2025-02-06
2024-09-30	$1,206,461	15,262	0.0%	Shares	Sole	2024-10-24
2024-06-30	$1,140,681	15,262	+0.0%	Shares	Sole	2024-07-29
2024-03-31	$1,194,548	15,258	+0.1%	Shares	Sole	2024-05-14
2023-12-31	$1,061,247	15,250	0.0%	Shares	Sole	2024-02-14
2023-09-30	$965,477	15,250	0.0%	Shares	Sole	2023-11-30
2023-06-30	$905,545	15,250	-1.7%	Shares	Sole	2023-08-07
2023-03-31	$900,470	15,520	+1.8%	Shares	Sole	2023-05-05
2022-12-31	$889,532	15,250	0.0%	Shares	Sole	2023-02-07
2022-09-30	$760,060	15,250	0.0%	Shares	Sole	2022-11-01
2022-06-30	$903,715	15,250	-0.1%	Shares	Sole	2022-07-27
2022-03-31	$989,866	15,271	-12.3%	Shares	Sole	2022-05-03
2021-12-31	$1,005,890	17,415	+16.1%	Shares	Sole	2022-02-04
2021-09-30	$808,950	15,000	0.0%	Shares	Sole	2021-11-04
2021-06-30	$819,750	15,000	0.0%	Shares	Sole	2021-08-02
2021-03-31	$769,200	15,000	0.0%	Shares	Sole	2021-04-29
2020-12-31	$675,300	15,000	0.0%	Shares	Sole	2021-02-11
2020-09-30	$521,250	15,000	0.0%	Shares	Sole	2020-11-12
2020-06-30	$514,350	15,000	0.0%	Shares	Sole	2020-08-12
2020-03-31	$522,450	15,000	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.