Center for Financial Planning, Inc.

Position in L — Loews Corp

CIK 1803557 SOUTHFIED, MI

Position in L

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$42,696

+$572 QoQ

Shares Held

400

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Center for Financial Planning, Inc. holds $1,840,664 across 8 Insurance - Property & Casualty names. L ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	2,255	$734,972
2	PGR	Progressive Corp/Oh/	3,171	$628,619
3	ALL	Allstate Corp	1,653	$342,733
4	AFG	American Financial Group Inc	363	$46,358
5	L	Loews Corp This page	400	$42,696
6	AIZ	Assurant, Inc.	75	$16,335
7	HGTY	Hagerty, Inc.	1,503	$15,826
8	TRV	Travelers Companies, Inc.	45	$13,125

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$42,696	400	0.0%	Shares	Sole	2026-05-04
2025-12-31	$42,124	400	0.0%	Shares	Sole	2026-02-05
2025-09-30	$40,156	400	0.0%	Shares	Sole	2025-11-06
2025-06-30	$36,664	400	0.0%	Shares	Sole	2025-08-04
2025-03-31	$36,764	400	0.0%	Shares	Sole	2025-04-22
2024-12-31	$33,876	400	0.0%	Shares	Sole	2025-01-30
2024-09-30	$31,620	400	0.0%	Shares	Sole	2024-10-16
2024-06-30	$29,896	400	0.0%	Shares	Sole	2024-07-18
2024-03-31	$31,316	400	0.0%	Shares	Sole	2024-04-25
2023-12-31	$27,836	400	0.0%	Shares	Sole	2024-01-29
2023-09-30	$25,324	400	0.0%	Shares	Sole	2023-10-24
2023-06-30	$23,752	400	0.0%	Shares	Sole	2023-08-09
2023-03-31	$23,208	400	0.0%	Shares	Sole	2023-05-02
2022-12-31	$23,332	400	—	Shares	Sole	2023-01-27
No filing history on record for this holder in this stock.