Position in LNC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$946,779
-$53,611 QoQ
Shares Held
26,783
-5.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#225
of 614 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Berger Financial Group, Inc holds $1,149,419 across 2 Insurance - Life names. LNC ranks #1 (82.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNC |
Lincoln National Corp
This page
|
26,783 | $946,779 | |
| 2 | MET |
Metlife Inc
|
2,395 | $202,640 |
All Filings in LNC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $946,779 | 26,783 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,000,390 | 28,180 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,254,855 | 28,180 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,180,862 | 29,280 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,013,191 | 29,283 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $261,532 | 7,283 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $230,943 | 7,283 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $234,717 | 7,449 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||