LNC
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Lincoln National Corp’s W.R. Berkley WRB Stock Holding History

Lincoln National Corp’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,719
Closed -$632K – 1132
2024
Q1 		$632K Buy
10,719
+1,129
+12% +$61.1K 0.01% 663
2023
Q4 		$452K Buy
9,590
+453
+5% +$20.6K 0.01% 718
2023
Q3 		$387K Buy
9,137
+95
+1% +$3.94K 0.01% 687
2023
Q2 		$359K Buy
9,042
+210
+2% +$8.26K 0.01% 727
2023
Q1 		$367K Sell
8,832
-3
-0% -$134 0.01% 696
2022
Q4 		$427K Buy
8,835
+555
+7% +$26.8K 0.01% 581
2022
Q3 		$356K Buy
8,280
+79
+1% +$3.43K 0.01% 598
2022
Q2 		$373K Hold
8,201
– – 0.01% 569
2022
Q1 		$364K Buy
8,201
+87
+1% +$3.47K 0.01% 657
2021
Q4 		$297K Buy
8,114
+75
+0.9% +$2.66K 0.01% 712
2021
Q3 		$261K Buy
8,039
+51
+0.6% +$1.68K 0.01% 740
2021
Q2 		$264K Hold
7,988
– – 0.01% 717
2021
Q1 		$267K Buy
7,988
+9
+0.1% +$278 0.01% 655
2020
Q4 		$236K Buy
7,979
+9
+0.1% +$260 0.01% 649
2020
Q3 		$217K Buy
7,970
+12
+0.2% +$329 0.01% 607
2020
Q2 		$203K Buy
+7,958
New +$195K 0.01% 605
2019
Q1 		– Sell
-12,106
Closed -$265K – 539
2018
Q4 		$265K Hold
12,106
– – 0.01% 376
2018
Q3 		$287K Sell
12,106
-1,664
-12% -$37.8K 0.01% 369
2018
Q2 		$296K Sell
13,770
-15,414
-53% -$343K 0.01% 365
2018
Q1 		$629K Buy
+29,184
New +$609K 0.02% 231

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lincoln National Corp's WRB Position: Q2 2024 in Review

Lincoln National Corp sold out of W.R. Berkley (WRB) in Q2 2024, closing a stake of 10,719 shares — an estimated $632K sold.

Lincoln National Corp first reported a position in WRB in Q1 2018 and held it in 20 quarters. The position peaked at $632K in Q1 2024. 757 funds tracked by Wall St. Rank hold WRB as of Q2 2024.

  • Lincoln National Corp reported no remaining W.R. Berkley position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 10,719 W.R. Berkley shares in Q2 2024, an estimated $632K.
  • Lincoln National Corp first reported a position in W.R. Berkley in Q1 2018 and held it in 20 quarters.
  • Lincoln National Corp's W.R. Berkley position peaked at $632K in Q1 2024.
  • 757 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.