Position in LNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,947,223
+$3,036,119 QoQ
Shares Held
309,681
+39.0% QoQ
Ownership
0.162%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#67
of 614 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026&PARTNERS holds $127,586,054 across 11 Insurance - Life names. LNC ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
658,408 | $77,198,338 | |
| 2 | GL |
Globe Life Inc.
|
61,392 | $10,969,522 | |
| 3 | LNC |
Lincoln National Corp
This page
|
309,681 | $10,947,223 | |
| 4 | MET |
Metlife Inc
|
96,678 | $8,179,925 | |
| 5 | PRU |
Prudential Financial Inc
|
74,048 | $7,992,000 | |
| 6 | PRI |
Primerica, Inc.
|
20,132 | $5,721,514 | |
| 7 | MFC |
Manulife Financial Corp
|
89,369 | $3,620,338 | |
| 8 | UNM |
Unum Group
|
21,955 | $1,962,777 |
All Filings in LNC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,947,223 | 309,681 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,911,104 | 222,848 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,313,929 | 186,704 | Shares | Sole | 2026-02-17 | |
| 2020-12-31 | $231,426 | 4,600 | Shares | Sole | 2021-01-11 | |
| No filing history on record for this holder in this stock. | ||||||