HB Wealth Management, LLC

Position in L — Loews Corp

CIK 1911253 Atlanta, GA

Position in L

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,487,352

+$294,746 QoQ

Shares Held

13,138

+17.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#286

of 781 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HB Wealth Management, LLC holds $58,630,085 across 18 Insurance - Property & Casualty names. L ranks #9 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	45,887	$15,635,536
2	ALL	Allstate Corp	41,971	$9,986,579
3	TRV	Travelers Companies, Inc.	23,018	$7,598,702
4	PGR	Progressive Corp/Oh/	34,666	$7,572,787
5	MKL	Markel Group Inc.	1,529	$2,986,152
6	SLDE	Slide Insurance Holdings, Inc.	143,437	$2,778,374
7	ROOT	Root, Inc.	47,396	$2,650,384
8	CNA	Cna Financial Corp	39,507	$1,920,435

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,487,352	13,138	+17.6%	Shares	Sole	2026-07-29
2026-03-31	$1,192,606	11,173	+5.3%	Shares	Sole	2026-04-27
2025-12-31	$1,117,233	10,609	+1.1%	Shares	Sole	2026-01-28
2025-09-30	$1,053,091	10,490	+40.0%	Shares	Sole	2025-10-23
2025-06-30	$686,808	7,493	-20.5%	Shares	Sole	2025-07-17
2025-03-31	$866,527	9,428	+6.6%	Shares	Sole	2025-05-07
2024-12-31	$748,828	8,842	+6.0%	Shares	Sole	2025-01-15
2024-09-30	$659,197	8,339	+3.0%	Shares	Sole	2024-10-15
2024-06-30	$605,319	8,099	+9.3%	Shares	Sole	2024-07-26
2024-03-31	$579,894	7,407	+0.1%	Shares	Sole	2024-04-30
2023-12-31	$514,826	7,398	+51.7%	Shares	Sole	2024-01-16
2023-09-30	$308,699	4,876	+1.6%	Shares	Sole	2023-10-13
2023-06-30	$285,083	4,801	+5.1%	Shares	Sole	2023-07-13
2023-03-31	$264,977	4,567	+22.9%	Shares	Sole	2023-04-13
2022-12-31	$216,695	3,715	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.