Position in L
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$253,590
+$3,819 QoQ
Shares Held
2,240
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#560
of 781 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $253,590 across 1 Insurance - Property & Casualty name. L ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | L |
Loews Corp
This page
|
2,240 | $253,590 |
All Filings in L
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,590 | 2,240 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $249,771 | 2,340 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $246,425 | 2,340 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $234,912 | 2,340 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $214,484 | 2,340 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $215,069 | 2,340 | Shares | Sole | 2025-05-05 | |
| 2023-09-30 | $224,117 | 3,540 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $210,205 | 3,540 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $205,390 | 3,540 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $221,712 | 3,801 | Shares | Sole | 2023-02-06 | |
| 2022-06-30 | $225,247 | 3,801 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $246,380 | 3,801 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $219,545 | 3,801 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $204,987 | 3,801 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $207,724 | 3,801 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||