Position in LNC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$80,960,448
-$22,004,222 QoQ
Shares Held
2,280,576
-1.4% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $400,145,721 across 11 Insurance - Life names. LNC ranks #1 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNC |
Lincoln National Corp
This page
|
2,280,576 | $80,960,448 | |
| 2 | CNO |
CNO Financial Group, Inc.
|
1,492,497 | $61,281,926 | |
| 3 | AFL |
Aflac Inc
|
516,801 | $56,698,237 | |
| 4 | MET |
Metlife Inc
|
642,825 | $45,460,583 | |
| 5 | PRU |
Prudential Financial Inc
|
390,376 | $38,135,830 | |
| 6 | JXN |
Jackson Financial Inc.
|
344,040 | $36,371,908 | |
| 7 | UNM |
Unum Group
|
340,538 | $24,869,489 | |
| 8 | PRI |
Primerica, Inc.
|
71,241 | $17,844,445 |
All Filings in LNC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,960,448 | 2,280,576 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $102,964,670 | 2,312,254 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $94,073,112 | 2,332,584 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $96,653,300 | 2,793,448 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $108,319,425 | 3,016,414 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $99,716,818 | 3,144,649 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $104,280,863 | 3,309,453 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $95,984,676 | 3,086,324 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $61,894,004 | 1,938,428 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $47,370,835 | 1,756,427 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $43,423,635 | 1,758,754 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $24,880,397 | 965,854 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $21,820,346 | 971,088 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $5,762,395 | 187,578 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $8,553,008 | 194,785 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $9,630,691 | 205,916 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $13,622,592 | 208,424 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $14,301,492 | 209,515 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $15,494,462 | 225,374 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $14,084,266 | 224,129 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $12,056,640 | 239,647 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $8,082,763 | 257,988 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $10,688,082 | 290,516 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $7,760,108 | 294,837 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||