Position in LNC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$50,723,997
-$10,034,602 QoQ
Shares Held
1,428,845
+4.7% QoQ
Ownership
0.747%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 35.39726142443722.ToString("F0")%
Shared 0.ToString("F0")%
None 64.60273857556278.ToString("F0")%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Derivatives in LNC
reported options exposure · as of Sep 30, 2025CallValue
$1,496,243
CallShares
37,100
PutValue
$1,496,243
PutShares
37,100
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 Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $1,382,325,610 across 17 Insurance - Life names. LNC ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
5,499,868 | $388,950,662 | |
| 2 | AFL |
Aflac Inc
|
2,330,679 | $255,698,790 | |
| 3 | PRU |
Prudential Financial Inc
|
1,897,227 | $185,340,101 | |
| 4 | MFC |
Manulife Financial Corp
|
3,772,871 | $129,937,674 | |
| 5 | PUK |
Prudential PLC
|
4,470,630 | $127,100,008 | |
| 6 | GL |
Globe Life Inc.
|
641,343 | $89,255,702 | |
| 7 | LNC |
Lincoln National Corp
This page
|
1,428,845 | $50,723,997 | |
| 8 | UNM |
Unum Group
|
580,230 | $42,374,195 |
All Filings in LNC
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,723,997 | 1,428,845 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $60,758,599 | 1,364,442 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,496,243 | 37,100 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $48,143,975 | 1,193,751 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $1,496,243 | 37,100 | Put | Defined | 2026-02-03 | |
| 2025-06-30 | $41,978,276 | 1,213,245 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $39,912,238 | 1,111,452 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $28,465,810 | 897,692 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $33,698,524 | 1,069,455 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $32,966,869 | 1,060,028 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $32,835,213 | 1,028,350 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $31,823,922 | 1,179,975 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $31,836,023 | 1,289,430 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $34,777,054 | 1,350,041 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $43,482,569 | 1,935,139 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $32,421,823 | 1,055,398 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $4,391 | 100 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $53,889,511 | 1,227,272 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,031 | 300 | Call | Defined | 2022-08-12 | |
| 2022-06-30 | $52,461,905 | 1,121,700 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $60,160,215 | 920,444 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $74,374,316 | 1,089,574 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $93,467,204 | 1,359,523 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $85,717,840 | 1,364,065 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $88,116,593 | 1,415,073 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $87,206,546 | 1,733,384 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $49,486,045 | 1,579,510 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $46,876,050 | 1,274,152 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $33,233,077 | 1,262,655 | Shares | Defined | 2020-05-15 | |
| 2020-03-31 | $2,632 | 100 | Call | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||