Position in LNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$76,822
-$19,140 QoQ
Shares Held
2,164
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026MAI Capital Management holds $26,822,309 across 8 Insurance - Life names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
95,449 | $8,075,939 | |
| 2 | AFL |
Aflac Inc
|
66,816 | $7,834,176 | |
| 3 | UNM |
Unum Group
|
61,130 | $5,465,021 | |
| 4 | PRU |
Prudential Financial Inc
|
22,867 | $2,468,035 | |
| 5 | GL |
Globe Life Inc.
|
9,535 | $1,703,713 | |
| 6 | MFC |
Manulife Financial Corp
|
17,064 | $691,262 | |
| 7 | PUK |
Prudential PLC
|
12,599 | $337,778 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
4,833 | $246,385 |
All Filings in LNC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,822 | 2,164 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $95,962 | 2,155 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $92,597 | 2,296 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $90,513 | 2,616 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $82,628 | 2,301 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $61,802 | 1,949 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $259,153 | 8,436 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $359,842 | 8,195 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $409,003 | 8,745 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $575,364 | 8,803 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $607,991 | 8,907 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $611,462 | 8,894 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $582,966 | 9,277 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||