FERG β€” FERGUSON ENTERPRISES INC

Ownership history in LOEWS CORP  Β·  4 quarters on record

AI Ownership Summary

LOEWS CORP reported FERGUSON ENTERPRISES INC (FERG) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.09% in 2025 Q1. The latest visible filing shows FERG at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FERG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOEWS CORP's position in FERGUSON ENTERPRISES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FERG was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LOEWS CORP held FERG β€” position size vs. price
% of Fund (quarterly)    FERG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 40,000 -5,000 -11.1% 0.07% $9.0M 2025-11-14 $240.93
2025 Q2 REDUCED 45,000 -25,000 -35.7% 0.08% $9.8M 2025-08-14 $225.43
2025 Q1 ADDED 70,000 +24,000 +52.2% 0.09% $11.2M 2025-05-15 $178.95
2024 Q4 INITIATED 46,000 β€” β€” 0.06% $8.0M 2025-02-14 $180.53

FAQ About LOEWS CORP and FERG

These are the practical questions this page is built to answer before you even open the full history table.

How long has LOEWS CORP reported owning FERG?

LOEWS CORP reported FERG across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported FERG position in LOEWS CORP's portfolio?

The largest reported portfolio weight for FERG was 0.09% in 2025 Q1.

What is the latest reported FERG position on this page?

The most recent filing on this page is 2025 Q3, when LOEWS CORP reported 40,000 shares, equal to 0.07% of portfolio, with an estimated market value of $9.0M.

What does the chart on this FERG ownership page compare?

The chart compares LOEWS CORP's quarterly FERG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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