Position in LNC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$276,295
+$43,451 QoQ
Shares Held
7,816
+19.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#372
of 614 holders
Holding Since
Dec 2022
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Derivatives in LNC
reported options exposure · as of Dec 31, 2022CallValue
$1,536,000
CallShares
50,000
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, 2026HUB Investment Partners, LLC holds $4,326,943 across 8 Insurance - Life names. LNC ranks #8 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
10,780 | $1,163,485 | |
| 2 | AFL |
Aflac Inc
|
6,125 | $718,156 | |
| 3 | MET |
Metlife Inc
|
6,893 | $583,216 | |
| 4 | MFC |
Manulife Financial Corp
|
13,467 | $545,548 | |
| 5 | PRI |
Primerica, Inc.
|
1,375 | $390,775 | |
| 6 | UNM |
Unum Group
|
3,901 | $348,749 | |
| 7 | JXN |
Jackson Financial Inc.
|
2,937 | $300,719 | |
| 8 | LNC |
Lincoln National Corp
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|
7,816 | $276,295 |
All Filings in LNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,295 | 7,816 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $232,844 | 6,559 | Shares | Sole | 2026-05-15 | |
| 2022-12-31 | $1,536,000 | 50,000 | Call | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||