Position in LNC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$370,052
-$181,986 QoQ
Shares Held
10,424
-15.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026CWM, LLC holds $23,849,778 across 17 Insurance - Life names. LNC ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
41,015 | $5,708,057 | |
| 2 | PRU |
Prudential Financial Inc
|
37,400 | $3,653,606 | |
| 3 | AFL |
Aflac Inc
|
30,336 | $3,328,162 | |
| 4 | MET |
Metlife Inc
|
45,282 | $3,202,343 | |
| 5 | MFC |
Manulife Financial Corp
|
56,609 | $1,949,613 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
23,614 | $1,414,006 | |
| 7 | JXN |
Jackson Financial Inc.
|
13,111 | $1,386,094 | |
| 8 | UNM |
Unum Group
|
18,674 | $1,363,762 |
All Filings in LNC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $370,052 | 10,424 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $552,038 | 12,397 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $489,686 | 12,142 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $458,519 | 13,252 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $625,767 | 17,426 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $510,562 | 16,101 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $468,837 | 14,879 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $444,387 | 14,289 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $293,596 | 9,195 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $172,796 | 6,407 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $207,716 | 8,413 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $285,395 | 11,079 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $104,148 | 4,635 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $133,816 | 4,356 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $118,030 | 2,688 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $98,263 | 2,101 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $143,138 | 2,190 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $92,628 | 1,357 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $45,684 | 727 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $45,270 | 727 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $36,575 | 727 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $22,776 | 727 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $26,746 | 727 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $19,134 | 727 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||