Position in LNC
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$53,244,816
-$7,342,122 QoQ
Shares Held
1,499,854
+10.2% QoQ
Ownership
0.784%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Derivatives in LNC
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$161,820
PutShares
6,000
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, 2026HSBC HOLDINGS PLC holds $608,650,595 across 13 Insurance - Life names. LNC ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
|
1,485,806 | $157,079,408 | |
| 2 | MET |
Metlife Inc
|
1,992,623 | $140,918,296 | |
| 3 | AFL |
Aflac Inc
|
964,590 | $105,825,168 | |
| 4 | PRU |
Prudential Financial Inc
|
998,856 | $97,578,238 | |
| 5 | LNC |
Lincoln National Corp
This page
|
1,499,854 | $53,244,816 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
542,749 | $32,499,810 | |
| 7 | GL |
Globe Life Inc.
|
116,256 | $16,179,345 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
72,023 | $2,957,263 |
All Filings in LNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,244,816 | 1,499,854 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $60,586,938 | 1,360,587 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $49,492,934 | 1,227,199 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $56,951,460 | 1,645,996 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $74,709,353 | 2,080,461 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $70,711,555 | 2,229,945 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $71,624,120 | 2,273,060 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $85,938,878 | 2,763,308 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $115,170,392 | 3,606,965 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $161,820 | 6,000 | Put | Defined | 2024-02-12 | |
| 2023-12-31 | $114,811,154 | 4,256,995 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $105,659,916 | 4,279,462 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,992,931 | 193,825 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,288,226 | 457,865 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,366,058 | 402,541 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,027,224 | 319,454 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,470,569 | 352,161 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,474,731 | 175,562 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,058,956 | 191,312 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $15,631,618 | 227,369 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $16,194,998 | 257,718 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $13,894,553 | 223,134 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $7,327,802 | 145,653 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $6,717,496 | 214,411 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,917,523 | 160,846 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,864,696 | 146,835 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||