NEW VERNON INVESTMENT MANAGEMENT LLC
Position in LNC — Lincoln National Corp
CIK 1500605
Highland Park, IL
Position in LNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,231,115
-$756,352 QoQ
Shares Held
63,115
-25.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
2.73%
of 13F equity value
Holder Rank
#141
of 614 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Derivatives in LNC
reported options exposure · as of Jun 30, 2021CallValue
$4,976,928
CallShares
79,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026NEW VERNON INVESTMENT MANAGEMENT LLC holds $4,000,877 across 2 Insurance - Life names. LNC ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNC |
Lincoln National Corp
This page
|
63,115 | $2,231,115 | |
| 2 | UNM |
Unum Group
|
19,796 | $1,769,762 |
All Filings in LNC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,231,115 | 63,115 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,987,467 | 84,154 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,862,518 | 154,110 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,215,256 | 154,110 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,332,206 | 154,110 | Shares | Defined | 2025-08-14 | |
| 2024-12-31 | $546,077 | 17,221 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,508,260 | 111,338 | Shares | Defined | 2024-11-14 | |
| 2021-06-30 | $4,976,928 | 79,200 | Call | Defined | 2021-08-16 | |
| 2021-03-31 | $3,397,388 | 54,559 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,921,137 | 38,186 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||