Position in LNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,320,777
+$251,468 QoQ
Shares Held
65,374
+40.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 99.3345978523572.ToString("F0")%
Shared 0.ToString("F0")%
None 0.6654021476427937.ToString("F0")%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $92,166,378 across 16 Insurance - Life names. LNC ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
985,085 | $33,926,327 | |
| 2 | PRI |
Primerica, Inc.
|
74,662 | $18,701,337 | |
| 3 | AFL |
Aflac Inc
|
167,121 | $18,334,844 | |
| 4 | MET |
Metlife Inc
|
160,113 | $11,323,190 | |
| 5 | PRU |
Prudential Financial Inc
|
48,179 | $4,706,606 | |
| 6 | LNC |
Lincoln National Corp
This page
|
65,374 | $2,320,777 | |
| 7 | PUK |
Prudential PLC
|
39,273 | $1,116,531 | |
| 8 | GL |
Globe Life Inc.
|
5,135 | $714,637 |
All Filings in LNC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,320,777 | 65,374 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,069,309 | 46,470 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,740,763 | 43,163 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,209,719 | 34,963 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,047,422 | 29,168 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $863,907 | 27,244 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $444,385 | 14,103 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $301,296 | 9,688 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,386 | 200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,788 | 400 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,876 | 400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,304 | 400 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,988 | 400 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $14,376 | 468 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $23,535 | 536 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $25,068 | 536 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $8,888 | 136 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,283 | 136 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $5,728 | 92 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,169 | 63 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||