Position in LNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,911,104
-$402,825 QoQ
Shares Held
222,848
+19.4% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026&PARTNERS holds $103,302,554 across 10 Insurance - Life names. LNC ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
590,580 | $64,792,531 | |
| 2 | LNC |
Lincoln National Corp
This page
|
222,848 | $7,911,104 | |
| 3 | GL |
Globe Life Inc.
|
55,233 | $7,686,776 | |
| 4 | MET |
Metlife Inc
|
99,018 | $7,002,552 | |
| 5 | PRU |
Prudential Financial Inc
|
64,599 | $6,310,676 | |
| 6 | PRI |
Primerica, Inc.
|
19,312 | $4,837,269 | |
| 7 | MFC |
Manulife Financial Corp
|
88,132 | $3,035,266 | |
| 8 | UNM |
Unum Group
|
14,312 | $1,045,205 |
All Filings in LNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||