Position in LNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,929,034
-$188,144 QoQ
Shares Held
54,339
+14.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 61.342851278308665.ToString("F0")%
Shared 11.594863958765709.ToString("F0")%
None 27.062284762925625.ToString("F0")%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $136,280,823 across 13 Insurance - Life names. LNC ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
461,778 | $50,661,664 | |
| 2 | MET |
Metlife Inc
|
503,635 | $35,617,067 | |
| 3 | PRU |
Prudential Financial Inc
|
170,468 | $16,653,018 | |
| 4 | UNM |
Unum Group
|
207,360 | $15,143,499 | |
| 5 | PRI |
Primerica, Inc.
|
22,820 | $5,715,953 | |
| 6 | MFC |
Manulife Financial Corp
|
103,415 | $3,561,612 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
41,565 | $2,488,912 | |
| 8 | LNC |
Lincoln National Corp
This page
|
54,339 | $1,929,034 |
All Filings in LNC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,929,034 | 54,339 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,117,178 | 47,545 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,634,614 | 40,531 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,304,420 | 37,700 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $1,524,163 | 42,444 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,209,799 | 38,152 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,175,733 | 69,049 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,488,850 | 47,873 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,489,694 | 46,655 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,130,474 | 41,916 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,425,846 | 57,750 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $1,209,766 | 46,963 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $561,412 | 24,985 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $226,129 | 7,361 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||