BEACON FINANCIAL GROUP

Position in L — Loews Corp

CIK 1591379 DALLAS, TX

Position in L

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,647,431

-$54,751 QoQ

Shares Held

14,552

-8.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#271

of 781 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $8,188,679 across 6 Insurance - Property & Casualty names. L ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	9,794	$3,337,207
2	TRV	Travelers Companies, Inc.	5,410	$1,785,949
3	L	Loews Corp This page	14,552	$1,647,431
4	PGR	Progressive Corp/Oh/	3,747	$818,532
5	WRB	Berkley W R Corp	5,261	$371,058
6	MKL	Markel Group Inc.	117	$228,502

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,647,431	14,552	-8.7%	Shares	Sole	2026-07-16
2026-03-31	$1,702,182	15,947	-0.6%	Shares	Sole	2026-04-30
2025-12-31	$1,689,804	16,046	-12.4%	Shares	Sole	2026-04-01
2025-09-30	$1,838,241	18,311	-0.2%	Shares	Sole	2025-10-08
2025-06-30	$1,682,419	18,355	+0.1%	Shares	Sole	2025-07-09
2025-03-31	$1,685,721	18,341	-6.8%	Shares	Sole	2025-04-10
2024-12-31	$1,667,461	19,689	-6.9%	Shares	Sole	2025-01-29
2024-09-30	$1,670,958	21,138	-10.2%	Shares	Sole	2024-11-12
2024-06-30	$1,759,753	23,545	-4.9%	Shares	Sole	2024-08-06
2024-03-31	$1,938,851	24,765	-8.6%	Shares	Sole	2024-05-07
2023-12-31	$1,885,610	27,096	-6.7%	Shares	Sole	2024-02-23
2023-09-30	$1,839,028	29,048	-5.9%	Shares	Sole	2023-10-16
2023-06-30	$1,832,704	30,864	-2.2%	Shares	Sole	2023-07-20
2023-03-31	$1,830,995	31,558	-1.8%	Shares	Sole	2023-04-14
2022-12-31	$1,873,617	32,121	+4.0%	Shares	Sole	2023-01-19
2022-09-30	$1,539,906	30,897	+0.7%	Shares	Sole	2022-10-13
2022-06-30	$1,818,511	30,687	-2.2%	Shares	Sole	2022-07-19
2022-03-31	$2,034,829	31,392	-0.9%	Shares	Sole	2022-04-08
2021-12-31	$1,829,085	31,667	-0.3%	Shares	Sole	2022-01-07
2021-09-30	$1,712,385	31,752	+51.3%	Shares	Sole	2021-10-13
2021-06-30	$1,146,666	20,982	-45.9%	Shares	Sole	2021-07-26
2021-03-31	$1,990,074	38,808	0.0%	Shares	Sole	2021-08-16
2020-12-31	$1,747,136	38,808	-5.5%	Shares	Sole	2021-01-15
2020-09-30	$1,427,703	41,085	-3.7%	Shares	Sole	2020-10-13
2020-06-30	$1,463,257	42,673	-20.0%	Shares	Sole	2020-08-05
2020-03-31	$1,858,389	53,356	—	Shares	Sole	2020-06-29
No filing history on record for this holder in this stock.