Miller Value Partners (Bill Miller) — LNC Trade History
Quarter-by-quarter changes in the LINCOLN NATL CORP IND position · CUSIP 534187109
Currently held · 2.5 YearsFirst seen: 2024 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Add | 603,160 | 32,470 | +5.7% | $21.3M | 5.04% |
| 2026 Q1 | 2026-05-15 | Add | 570,690 | 65,929 | +13.1% | $20.3M | 5.29% |
| 2025 Q4 | 2026-02-17 | Reduce | 504,761 | -15,915 | -3.1% | $22.5M | 7.92% |
| 2025 Q3 | 2025-11-14 | Reduce | 520,676 | -48,804 | -8.6% | $21.0M | 7.72% |
| 2025 Q2 | 2025-08-14 | Add | 569,480 | 50,225 | +9.7% | $19.7M | 8.36% |
| 2025 Q1 | 2025-05-15 | Add | 519,255 | 25,570 | +5.2% | $18.6M | 8.50% |
| 2024 Q4 | 2025-02-14 | Add | 493,685 | 110,470 | +28.8% | $15.7M | 6.69% |
| 2024 Q3 | 2024-11-14 | Add | 383,215 | 53,440 | +16.2% | $12.1M | 6.82% |
| 2024 Q2 | 2024-08-13 | Add | 329,775 | 130,785 | +65.7% | $10.3M | 6.55% |
| 2024 Q1 | 2024-05-07 | New | 198,990 | 198,990 | — | $6.4M | 4.06% |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-14 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-14 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-14 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-15 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-17 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-16 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-16 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-14 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-14 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-15 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-12 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.