Position in LNC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,014,660
-$2,409,360 QoQ
Shares Held
84,920
-30.3% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Mitsubishi UFJ Trust & Banking Corp holds $84,466,087 across 9 Insurance - Life names. LNC ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
204,420 | $22,426,918 | |
| 2 | MET |
Metlife Inc
|
278,014 | $19,661,149 | |
| 3 | PRU |
Prudential Financial Inc
|
156,609 | $15,299,132 | |
| 4 | JXN |
Jackson Financial Inc.
|
128,664 | $13,602,357 | |
| 5 | PRI |
Primerica, Inc.
|
24,035 | $6,020,286 | |
| 6 | LNC |
Lincoln National Corp
This page
|
84,920 | $3,014,660 | |
| 7 | UNM |
Unum Group
|
28,718 | $2,097,274 | |
| 8 | GL |
Globe Life Inc.
|
12,248 | $1,704,554 |
All Filings in LNC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,014,660 | 84,920 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,424,020 | 121,806 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,548,959 | 87,998 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $2,852,147 | 82,432 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,921,113 | 53,498 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $374,304 | 11,804 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $412,087 | 13,078 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $115,070 | 3,700 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $1,159,058 | 36,300 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $895,484 | 33,203 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $323,463 | 13,101 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $265,328 | 10,300 | Shares | Defined | 2023-08-08 | |
| 2022-12-31 | $7,449,353 | 242,492 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,710,482 | 243,919 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $12,223,198 | 261,347 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,766,401 | 118,825 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $9,147,999 | 134,017 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $11,986,699 | 174,352 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,576,500 | 152,395 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,989,595 | 176,483 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $11,048,879 | 219,616 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,596,655 | 210,554 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,701,396 | 209,334 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $6,040,781 | 229,513 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||