Position in LNC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,661
-$7 QoQ
Shares Held
47
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#566
of 614 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $354,356 across 12 Insurance - Life names. LNC ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
664 | $118,643 | |
| 2 | PUK |
Prudential PLC
|
2,554 | $68,472 | |
| 3 | MET |
Metlife Inc
|
623 | $52,712 | |
| 4 | MFC |
Manulife Financial Corp
|
1,156 | $46,829 | |
| 5 | AFL |
Aflac Inc
|
278 | $32,595 | |
| 6 | PRU |
Prudential Financial Inc
|
245 | $26,442 | |
| 7 | UNM |
Unum Group
|
38 | $3,397 | |
| 8 | PRI |
Primerica, Inc.
|
8 | $2,273 |
All Filings in LNC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,661 | 47 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,668 | 47 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,360 | 53 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,137 | 53 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,833 | 53 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,046 | 57 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,807 | 57 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,796 | 57 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,772 | 57 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,021 | 32 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $863 | 32 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||