Position in LNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$226,699
-$270 QoQ
Shares Held
6,413
+25.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#394
of 614 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026World Investment Advisors holds $7,403,702 across 9 Insurance - Life names. LNC ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRI |
Primerica, Inc.
|
8,418 | $2,392,395 | |
| 2 | MET |
Metlife Inc
|
12,904 | $1,091,807 | |
| 3 | MFC |
Manulife Financial Corp
|
23,613 | $956,562 | |
| 4 | JXN |
Jackson Financial Inc.
|
7,612 | $779,392 | |
| 5 | PRU |
Prudential Financial Inc
|
6,920 | $746,875 | |
| 6 | AFL |
Aflac Inc
|
5,028 | $589,533 | |
| 7 | GL |
Globe Life Inc.
|
2,414 | $431,333 | |
| 8 | LNC |
Lincoln National Corp
This page
|
6,413 | $226,699 |
All Filings in LNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,699 | 6,413 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $226,969 | 5,097 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $201,650 | 5,000 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||