Position in LNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$63,381,947
-$12,347,595 QoQ
Shares Held
1,785,407
+5.0% QoQ
Ownership
0.934%
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 97.0850343927183.ToString("F0")%
Shared 0.ToString("F0")%
None 2.914965607281701.ToString("F0")%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Derivatives in LNC
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,269,105
PutShares
28,500
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, 2026GOLDMAN SACHS GROUP INC holds $2,227,995,459 across 17 Insurance - Life names. LNC ranks #9 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
5,100,250 | $498,243,420 | |
| 2 | AFL |
Aflac Inc
|
4,131,438 | $453,260,061 | |
| 3 | MET |
Metlife Inc
|
6,208,759 | $439,083,434 | |
| 4 | JXN |
Jackson Financial Inc.
|
1,624,910 | $171,785,484 | |
| 5 | MFC |
Manulife Financial Corp
|
4,687,316 | $161,431,161 | |
| 6 | UNM |
Unum Group
|
1,581,728 | $115,513,594 | |
| 7 | GL |
Globe Life Inc.
|
677,851 | $94,336,521 | |
| 8 | PUK |
Prudential PLC
|
2,751,313 | $78,219,828 |
All Filings in LNC
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,381,947 | 1,785,407 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $75,729,542 | 1,700,641 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $1,269,105 | 28,500 | Put | Defined | 2026-03-25 | |
| 2025-09-30 | $1,149,405 | 28,500 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $63,564,676 | 1,576,114 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $986,100 | 28,500 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $53,232,894 | 1,538,523 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,716,685 | 103,500 | Put | Defined | 2025-06-27 | |
| 2025-03-31 | $57,219,314 | 1,593,409 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $57,911,589 | 1,826,288 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $3,307,353 | 104,300 | Put | Defined | 2025-02-11 | |
| 2024-12-31 | $504,189 | 15,900 | Call | Defined | 2025-02-11 | |
| 2024-09-30 | $49,055,238 | 1,556,815 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $501,009 | 15,900 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $3,286,493 | 104,300 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $65,151,170 | 2,094,893 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $4,689,880 | 150,800 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $494,490 | 15,900 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $67,938,352 | 2,127,728 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $504,494 | 15,800 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $69,333,826 | 2,570,776 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $75,997,744 | 3,078,078 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $13,271,552 | 515,200 | Put | Defined | 2024-05-14 | |
| 2023-06-30 | $69,265,702 | 2,688,886 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $6,532,029 | 290,700 | Put | Defined | 2024-05-14 | |
| 2023-03-31 | $38,839,416 | 1,728,501 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $44,168,416 | 1,437,774 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $84,144,863 | 1,916,303 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $46,512,436 | 994,493 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $74,555,758 | 1,140,694 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $71,547,196 | 1,048,157 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $61,423,174 | 893,428 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $54,342,522 | 864,776 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $48,697,879 | 782,044 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $34,121,398 | 678,223 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $36,968,051 | 1,179,957 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $89,934,073 | 2,444,525 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $60,557,476 | 2,300,816 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||