Position in LNC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$12,869,495
-$128,141 QoQ
Shares Held
362,521
+24.2% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 8.939344203508211.ToString("F0")%
Shared 0.ToString("F0")%
None 91.06065579649179.ToString("F0")%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $521,578,135 across 15 Insurance - Life names. LNC ranks #9 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
1,454,102 | $159,529,529 | |
| 2 | MET |
Metlife Inc
|
1,251,660 | $88,517,393 | |
| 3 | GL |
Globe Life Inc.
|
606,215 | $84,366,940 | |
| 4 | PRU |
Prudential Financial Inc
|
573,921 | $56,066,340 | |
| 5 | PRI |
Primerica, Inc.
|
134,815 | $33,768,460 | |
| 6 | JXN |
Jackson Financial Inc.
|
266,899 | $28,216,561 | |
| 7 | MFC |
Manulife Financial Corp
|
668,272 | $23,015,286 | |
| 8 | UNM |
Unum Group
|
241,425 | $17,631,267 |
All Filings in LNC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,869,495 | 362,521 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $12,997,636 | 291,885 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $12,660,674 | 313,927 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,603,722 | 306,466 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,595,294 | 267,204 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,155,367 | 257,186 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||