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New Vernon Investment Management’s Lincoln National LNC Stock Holding History

New Vernon Investment Management’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
Q1 		$2.99M Sell
84,154
-69,956
-45% -$2.69M 3.17% 10
2025
Q4 		$6.86M Hold
154,110
– – 6.68% 2
2025
Q3 		$6.22M Hold
154,110
– – 5.8% 4
2025
Q2 		$5.33M Buy
+154,110
New +$5.04M 6.2% 6
2025
Q1 		– Sell
-17,221
Closed -$3.66M – 37
2024
Q4 		$3.66M Sell
17,221
-94,117
-85% -$3.14M 4.83% 5
2024
Q3 		$3.51M Buy
+111,338
New +$3.47M 3.78% 8
2021
Q2 		– Sell
-54,559
Closed -$3.6M – 36
2021
Q1 		$3.4M Buy
54,559
+16,373
+43% +$905K 5.63% 6
2020
Q4 		$1.92M Buy
+38,186
New +$1.62M 3.65% 10

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Vernon Investment Management's LNC Position: Q1 2026 in Review

New Vernon Investment Management reduced its Lincoln National (LNC) stake by 45% in Q1 2026, selling an estimated $2.69M and leaving 84,154 shares worth $2.99M. The position accounts for 3.17% of the portfolio, ranked #10.

New Vernon Investment Management first reported a position in LNC in Q4 2020 and has held it in 8 quarters since. The position peaked at $6.86M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • New Vernon Investment Management held 84,154 shares of Lincoln National worth $2.99M as of Q1 2026.
  • New Vernon Investment Management sold 69,956 Lincoln National shares in Q1 2026, an estimated $2.69M.
  • Lincoln National made up 3.17% of New Vernon Investment Management's portfolio in Q1 2026, its #10 holding.
  • New Vernon Investment Management first reported a position in Lincoln National in Q4 2020 and has held it in 8 quarters since.
  • New Vernon Investment Management's Lincoln National position peaked at $6.86M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on New Vernon Investment Management's 13F filing for Q1 2026, filed 15 May 2026.