Position in LNC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$225,497
-$8,199 QoQ
Shares Held
6,379
-3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#399
of 614 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $5,436,174 across 7 Insurance - Life names. LNC ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
23,613 | $1,997,895 | |
| 2 | UNM |
Unum Group
|
12,126 | $1,084,064 | |
| 3 | CNO |
CNO Financial Group, Inc.
|
14,262 | $727,076 | |
| 4 | AFL |
Aflac Inc
|
5,695 | $667,738 | |
| 5 | GL |
Globe Life Inc.
|
3,269 | $584,104 | |
| 6 | LNC |
Lincoln National Corp
This page
|
6,379 | $225,497 | |
| 7 | ABX |
Abacus Global Management, Inc.
|
13,987 | $149,800 |
All Filings in LNC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,497 | 6,379 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $233,696 | 6,583 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $293,140 | 6,583 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $264,645 | 6,562 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $226,872 | 6,557 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $235,641 | 6,562 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $204,688 | 6,455 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $217,324 | 6,897 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $214,496 | 6,897 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $214,250 | 6,710 | Shares | Sole | 2024-04-18 | |
| 2022-09-30 | $430,186 | 9,797 | Shares | Sole | 2022-10-14 | |
| 2022-03-31 | $243,204 | 3,721 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $254,541 | 3,729 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $314,531 | 4,575 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $233,324 | 3,713 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $462,603 | 7,429 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $806,871 | 16,038 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $502,470 | 16,038 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $590,038 | 16,038 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $424,462 | 16,127 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||