Position in LNC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,401,450
+$752,120 QoQ
Shares Held
39,645
+116.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 614 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $96,141,973 across 14 Insurance - Life names. LNC ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
223,691 | $26,227,769 | |
| 2 | UNM |
Unum Group
|
163,483 | $14,615,380 | |
| 3 | PRU |
Prudential Financial Inc
|
119,620 | $12,910,586 | |
| 4 | GL |
Globe Life Inc.
|
67,266 | $12,019,088 | |
| 5 | MET |
Metlife Inc
|
137,417 | $11,626,852 | |
| 6 | CNO |
CNO Financial Group, Inc.
|
134,749 | $6,869,504 | |
| 7 | MFC |
Manulife Financial Corp
|
56,923 | $2,305,950 | |
| 8 | JXN |
Jackson Financial Inc.
|
20,890 | $2,138,927 |
All Filings in LNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,401,450 | 39,645 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $649,330 | 18,291 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $610,105 | 13,701 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $424,634 | 10,529 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $280,675 | 8,112 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $292,873 | 9,236 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $274,861 | 8,723 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $216,456 | 6,960 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $369,015 | 11,557 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $260,503 | 9,659 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $266,577 | 10,797 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $269,140 | 10,448 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $200,544 | 8,925 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $404,490 | 13,167 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,189,741 | 27,095 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,226,215 | 26,218 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,676,353 | 25,648 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,587,522 | 23,257 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,532,506 | 22,291 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,244,860 | 19,810 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,102,739 | 17,709 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $883,091 | 17,553 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $456,196 | 14,561 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $587,757 | 15,976 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $328,710 | 12,489 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||