Caprock Group, LLC

Position in LNC — Lincoln National Corp

CIK 1610769 BOISE, ID

Position in LNC

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$554,794

+$158,567 QoQ

Shares Held

15,628

+75.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caprock Group, LLC holds $13,039,482 across 10 Insurance - Life names.

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	22,334	$2,618,661
2	MET	Metlife Inc	30,882	$2,612,926
3	MFC	Manulife Financial Corp	48,585	$1,968,178
4	UNM	Unum Group	19,696	$1,760,822
5	PRI	Primerica, Inc.	5,086	$1,445,441
6	GL	Globe Life Inc.	7,349	$1,313,119
7	PUK	Prudential PLC	18,947	$507,969
8	CNO	CNO Financial Group, Inc.	7,247	$369,452

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$554,794	15,628	+75.6%	Shares	Sole	2026-05-11
2025-12-31	$396,227	8,898	-18.7%	Shares	Sole	2026-01-28
2025-09-30	$441,492	10,947	-19.1%	Shares	Sole	2025-11-06
2022-09-30	$593,838	13,524	-9.2%	Shares	Sole	2022-11-07
2022-06-30	$696,873	14,900	-3.4%	Shares	Sole	2022-07-26
2022-03-31	$1,008,504	15,430	+0.5%	Shares	Sole	2022-04-12
2021-12-31	$1,048,200	15,356	+7.1%	Shares	Sole	2022-01-18
2021-09-30	$985,943	14,341	+18.3%	Shares	Sole	2021-10-07
2021-06-30	$761,746	12,122	+2.4%	Shares	Sole	2021-08-13
2021-03-31	$737,463	11,843	+12.6%	Shares	Sole	2021-04-29
2020-12-31	$529,210	10,519	+41.6%	Shares	Sole	2021-01-29
2020-09-30	$232,750	7,429	+19.0%	Shares	Sole	2020-10-29
2020-06-30	$229,753	6,245	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.