IIL
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Insight Inv LLC’s Lincoln National LNC Stock Holding History

Insight Inv LLC’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.69M Sell
47,727
-850
-2% -$30.6K 0.8% 50
2026
Q1 		$1.72M Buy
48,577
+450
+0.9% +$17.3K 0.94% 51
2025
Q4 		$2.14M Buy
48,127
+250
+0.5% +$10.4K 1.2% 41
2025
Q3 		$1.93M Buy
47,877
+6,767
+16% +$262K 1.13% 42
2025
Q2 		$1.42M Hold
41,110
– – 0.95% 45
2025
Q1 		$1.48M Hold
41,110
– – 1.02% 45
2024
Q4 		$1.3M Buy
41,110
+1,575
+4% +$52.5K 0.91% 47
2024
Q3 		$1.25M Sell
39,535
-300
-0.8% -$9.35K 1.05% 46
2024
Q2 		$1.24M Hold
39,835
– – 1.07% 43
2024
Q1 		$1.27M Sell
39,835
-1,275
-3% -$35.2K 1.1% 45
2023
Q4 		$1.11M Sell
41,110
-575
-1% -$13.8K 1.09% 45
2023
Q3 		$975K Hold
41,685
– – 1.08% 45
2023
Q2 		$1.07M Buy
41,685
+11,295
+37% +$248K 1.1% 46
2023
Q1 		$683K Buy
30,390
+12,730
+72% +$378K 0.74% 56
2022
Q4 		$543K Sell
17,660
-3,215
-15% -$128K 0.55% 62
2022
Q3 		$917K Buy
20,875
+1,375
+7% +$66.2K 1.02% 48
2022
Q2 		$912K Buy
19,500
+1,000
+5% +$57K 0.92% 52
2022
Q1 		$1.21M Buy
18,500
+2,065
+13% +$141K 1.1% 44
2021
Q4 		$1.12M Buy
+16,435
New +$1.16M 1.03% 48

Other funds holding LNC

FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Insight Inv LLC's LNC Position: Q2 2026 in Review

Insight Inv LLC reduced its Lincoln National (LNC) stake by 1.7% in Q2 2026, selling an estimated $30.6K and leaving 47,727 shares worth $1.69M. The position accounts for 0.8% of the portfolio, ranked #50.

Insight Inv LLC first reported a position in LNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.14M in Q4 2025. 139 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Insight Inv LLC held 47,727 shares of Lincoln National worth $1.69M as of Q2 2026.
  • Insight Inv LLC sold 850 Lincoln National shares in Q2 2026, an estimated $30.6K.
  • Lincoln National made up 0.8% of Insight Inv LLC's portfolio in Q2 2026, its #50 holding.
  • Insight Inv LLC first reported a position in Lincoln National in Q4 2021 and has held it in 19 quarters since.
  • Insight Inv LLC's Lincoln National position peaked at $2.14M in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.