In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Loews Corp reported 27 stock positions worth $12.1 billion . Its top holding was Cna Financial (CNA) at 95.9% of the portfolio, followed by Hanesbrands (HBI, 1.2% ) and Uber Technologies (UBER, 0.3% ). Compared with Q1 2025, it opened 7 new positions, sold out of 5, added to 7 and reduced 9. The biggest buy was a new position in Avantor (AVTR) and the biggest sale an exit from Berry Global (BERY).
Location New York, NY
CIK 0000060086
Portfolio Value $12.1B (Q2 2025) Holdings 27 stocks · $12.1B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2025 CNA Cna Financial Corp. 248,414,738 $11.6B No change HBI Hanesbrands Inc. 30,700,000 $140.6M Add +31.7% UBER Uber Technologies Inc. 440,000 $41.1M Reduce -9.3% AVTR Avantor Inc. 2,150,000 $28.9M New AMCR Amcor PLC 2,671,250 $24.5M New META Meta Platforms Inc. Class A 30,000 $22.1M Reduce -11.8% COF Capital One Financial Corp. 100,000 $21.3M Add +33.3% ELV Elevance Health Inc. 53,000 $20.6M Add +15.2% JBS JBS NV-A 1,330,000 $19.4M New KMI Kinder Morgan Inc. 650,000 $19.1M Add +23.8% WFC Wells Fargo & Co. 215,000 $17.2M New LNG Cheniere Energy Inc. 65,000 $15.8M No change GOOGL Alphabet Inc. Class A 85,000 $15.0M Add +13.3% ALLY Ally Financial Inc. 360,000 $14.0M Reduce -14.3% BN Brookfield Corp. 200,000 $12.4M New JBGS JBG Smith Properties 707,843 $12.2M New APO Apollo Global Management Inc. 80,000 $11.3M Reduce -20.0% AMTM Amentum Holdings Inc. 470,000 $11.1M Reduce -17.9% FERG Ferguson Enterprises Inc. 45,000 $9.8M Reduce -35.7% CMCSA Comcast Corp. Class A 200,000 $7.1M No change AVT Avnet Inc. 120,000 $6.4M No change LYB Lyondellbasell Indu Class A 107,000 $6.2M Reduce -48.3% TMHC Taylor Morrison Home Corp. 100,000 $6.1M Add +42.9% BLDR Builders Firstsource Inc. 40,000 $4.7M New MAGN Magnera Corp. 360,500 $4.4M Add +63.5% ARW Arrow Electronics Inc. 20,000 $2.5M Reduce -83.3% VGZ Vista Gold Corp. 1,924,217 $1.9M Reduce -43.8%
Options reported separately and not counted above: AVTR calls ($404K).
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ BERY Berry Global Group Inc. Sold out 0.00% −0.19 ECC Eagle Point Credit Co. Sold out 0.00% −0.15 ARW Arrow Electronics Inc. Reduce -83.3% 0.02% −0.07 LYB Lyondellbasell Indu Class A Reduce -48.3% 0.05% −0.06 GM General Motors Co. Sold out 0.00% −0.06 DHI D.R. Horton Inc. Sold out 0.00% −0.05 NTR Nutrien Ltd. Sold out 0.00% −0.05 APO Apollo Global Management Inc. Reduce -20.0% 0.09% −0.01 VGZ Vista Gold Corp. Reduce -43.8% 0.02% −0.01 FERG Ferguson Enterprises Inc. Reduce -35.7% 0.08% −0.00 ALLY Ally Financial Inc. Reduce -14.3% 0.12% −0.00 AMTM Amentum Holdings Inc. Reduce -17.9% 0.09% +0.01 META Meta Platforms Inc. Class A Reduce -11.8% 0.18% +0.03 UBER Uber Technologies Inc. Reduce -9.3% 0.34% +0.07
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ AVTR Avantor Inc. New 0.24% +0.24 AMCR Amcor PLC New 0.20% +0.20 JBS JBS NV-A New 0.16% +0.16 WFC Wells Fargo & Co. New 0.14% +0.14 HBI Hanesbrands Inc. Add +31.7% 1.17% +0.14 BN Brookfield Corp. New 0.10% +0.10 JBGS JBG Smith Properties New 0.10% +0.10 COF Capital One Financial Corp. Add +33.3% 0.18% +0.07 KMI Kinder Morgan Inc. Add +23.8% 0.16% +0.04 BLDR Builders Firstsource Inc. New 0.04% +0.04 GOOGL Alphabet Inc. Class A Add +13.3% 0.12% +0.04 TMHC Taylor Morrison Home Corp. Add +42.9% 0.05% +0.02 ELV Elevance Health Inc. Add +15.2% 0.17% +0.02 MAGN Magnera Corp. Add +63.5% 0.04% +0.01
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ AVTR Avantor Inc. call New 30,000 $404K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 28 $12.5B CNA, BLDR, TEAM, CHKP, AVTR Q1 2026 25 $11.9B CNA, BLDR, TEAM, META, AMZN Q4 2025 26 $12.3B CNA, GIL, BLDR, AMCR, ALSN Q3 2025 23 $12.0B CNA, HBI, ELV, AMCR, JBS Q2 2025 27 $12.1B CNA, HBI, UBER, AVTR, AMCR Q1 2025 25 $13.0B CNA, HBI, UBER, BERY, ELV Q4 2024 21 $12.4B CNA, HBI, BERY, META, APO Q3 2024 18 $12.6B CNA, HBI, BERY, ARW, INGR Q2 2024 19 $11.8B CNA, HBI, ARW, BERY, INGR Q1 2024 19 $11.6B CNA, HBI, ARW, BERY, LYB