Cypress Point Wealth Management, LLC

Position in L — Loews Corp

CIK 1825611 DALLAS, TX

Position in L

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$430,311

-$27,603 QoQ

Shares Held

3,801

-11.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#472

of 781 holders

Holding Since

Dec 2020

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cypress Point Wealth Management, LLC holds $1,269,666 across 3 Insurance - Property & Casualty names. L ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	1,398	$461,507
2	L	Loews Corp This page	3,801	$430,311
3	ALL	Allstate Corp	1,588	$377,848

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$430,311	3,801	-11.4%	Shares	Sole	2026-07-17
2026-03-31	$457,914	4,290	-85.8%	Shares	Sole	2026-04-13
2020-12-31	$1,364,916	30,318	—	Shares	Other	2021-02-05
No filing history on record for this holder in this stock.