In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Loews Corp reported 23 stock positions worth $12.0 billion . Its top holding was Cna Financial (CNA) at 95.9% of the portfolio, followed by Hanesbrands (HBI, 1.7% ) and Elevance Health (ELV, 0.3% ). Compared with Q2 2025, it opened 1 new position, sold out of 5, added to 5 and reduced 9. The biggest buy was Hanesbrands (HBI, shares +4% ) and the biggest sale an exit from Uber Technologies (UBER).
Location New York, NY
CIK 0000060086
Portfolio Value $12.0B (Q3 2025) Holdings 23 stocks · $12.0B 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 Q2 2025 CNA Cna Financial Corp. 248,414,738 $11.5B No change HBI Hanesbrands Inc. 31,900,000 $210.2M Add +3.9% ELV Elevance Health Inc. 110,000 $35.5M Add +107.5% AMCR Amcor PLC 3,000,000 $24.5M Add +12.3% JBS JBS NV-A 1,330,000 $19.9M No change GOOGL Alphabet Inc. Class A 80,000 $19.4M Reduce -5.9% KMI Kinder Morgan Inc. 675,000 $19.1M Add +3.9% META Meta Platforms Inc. Class A 25,500 $18.7M Reduce -15.0% AVTR Avantor Inc. 1,400,000 $17.5M Reduce -34.9% WFC Wells Fargo & Co. 200,000 $16.8M Reduce -7.0% BN Brookfield Corp. 220,000 $15.1M Add +10.0% ALLY Ally Financial Inc. 360,000 $14.1M No change LNG Cheniere Energy Inc. 60,000 $14.1M Reduce -7.7% JBGS JBG Smith Properties 496,520 $11.0M Reduce -29.9% COF Capital One Financial Corp. 50,000 $10.6M Reduce -50.0% GS Goldman Sachs Group Inc. 12,500 $10.0M New FERG Ferguson Enterprises Inc. 40,000 $9.0M Reduce -11.1% TMHC Taylor Morrison Home Corp. 100,000 $6.6M No change CMCSA Comcast Corp. Class A 200,000 $6.3M No change AVT Avnet Inc. 120,000 $6.3M No change MAGN Magnera Corp. 360,500 $4.2M No change LYB Lyondellbasell Indu Class A 60,000 $2.9M Reduce -43.9% ARW Arrow Electronics Inc. 20,000 $2.4M No change
Options reported separately and not counted above: AVTR calls ($374K).
Portfolio Sells Q2 2025 → Q3 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 Q2 2025 % Of Portfolio Change To Portfolio ▲ UBER Uber Technologies Inc. Sold out 0.00% −0.34 AVTR Avantor Inc. Reduce -34.9% 0.15% −0.09 APO Apollo Global Management Inc. Sold out 0.00% −0.09 AMTM Amentum Holdings Inc. Sold out 0.00% −0.09 COF Capital One Financial Corp. Reduce -50.0% 0.09% −0.09 BLDR Builders Firstsource Inc. Sold out 0.00% −0.04 META Meta Platforms Inc. Class A Reduce -15.0% 0.16% −0.03 LYB Lyondellbasell Indu Class A Reduce -43.9% 0.02% −0.03 VGZ Vista Gold Corp. Sold out 0.00% −0.02 LNG Cheniere Energy Inc. Reduce -7.7% 0.12% −0.01 JBGS JBG Smith Properties Reduce -29.9% 0.09% −0.01 FERG Ferguson Enterprises Inc. Reduce -11.1% 0.07% −0.01 WFC Wells Fargo & Co. Reduce -7.0% 0.14% −0.00 GOOGL Alphabet Inc. Class A Reduce -5.9% 0.16% +0.04
Portfolio Buys Q2 2025 → Q3 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 Q2 2025 % Of Portfolio Change To Portfolio ▼ HBI Hanesbrands Inc. Add +3.9% 1.75% +0.58 ELV Elevance Health Inc. Add +107.5% 0.30% +0.12 GS Goldman Sachs Group Inc. New 0.08% +0.08 BN Brookfield Corp. Add +10.0% 0.13% +0.02 KMI Kinder Morgan Inc. Add +3.9% 0.16% +0.00 AMCR Amcor PLC Add +12.3% 0.20% +0.00
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