Berger Financial Group, Inc

Position in L — Loews Corp

CIK 1826136 Plymouth, MN

Position in L

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$321,063

-$12,819 QoQ

Shares Held

2,836

-9.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#526

of 781 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Berger Financial Group, Inc holds $15,821,472 across 4 Insurance - Property & Casualty names. L ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	32,192	$7,659,764
2	CB	Chubb Ltd	20,637	$7,031,851
3	TRV	Travelers Companies, Inc.	2,450	$808,794
4	L	Loews Corp This page	2,836	$321,063

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,063	2,836	-9.3%	Shares	Sole	2026-08-04
2026-03-31	$333,882	3,128	-95.4%	Shares	Sole	2026-04-28
2025-12-31	$7,128,223	67,688	-0.4%	Shares	Sole	2026-01-27
2025-09-30	$6,821,801	67,953	-0.0%	Shares	Sole	2025-10-14
2025-06-30	$6,228,755	67,955	+0.9%	Shares	Sole	2025-07-22
2025-03-31	$6,190,414	67,353	+1.6%	Shares	Sole	2025-05-12
2024-12-31	$5,616,725	66,321	+1.3%	Shares	Sole	2025-02-14
2024-09-30	$5,177,300	65,494	-0.5%	Shares	Sole	2024-11-12
2024-06-30	$4,920,283	65,832	+0.0%	Shares	Sole	2024-08-14
2024-03-31	$5,151,560	65,801	—	Shares	Sole	2024-04-16
No filing history on record for this holder in this stock.