Chuck Royce's LNC Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 39,445 shares of Lincoln National Corporation (LNC) worth $1.76 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in LNC, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 37,296 shares. Largest reduction occurred in Q4 2025, reducing 8,854 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Lincoln National Corporation (LNC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lincoln National Corporation (LNC) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -8,854 | Reduce 18.33% | 39,445 | $44.53 |
| Q3 2025 | +7,932 | Add 19.65% | 48,299 | $40.33 |
| Q2 2025 | +80 | Add 0.20% | 40,367 | $34.60 |
| Q4 2024 | +2,991 | Add 8.02% | 40,287 | $31.71 |
| Q3 2024 | +37,296 | New Buy | 37,296 | $31.51 |
| Q2 2014 | -4,000 | Sold Out | 0 | $0.00 |
| Q1 2014 | +4,000 | New Buy | 4,000 | $50.75 |
| Q4 2013 | -2,000 | Sold Out | 0 | $0.00 |
| Q3 2013 | -2,300 | Reduce 53.49% | 2,000 | $42.00 |
| Q2 2013 | +4,300 | Add 0.00% | 4,300 | $36.51 |
Chuck Royce's Lincoln National Corporation Investment FAQs
Chuck Royce first purchased Lincoln National Corporation (LNC) in Q2 2013, acquiring 4,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Lincoln National Corporation (LNC) for 11 quarters since Q2 2013.
Chuck Royce's largest addition to Lincoln National Corporation (LNC) was in Q3 2024, adding 37,296 shares worth $1.18 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 39,445 shares of Lincoln National Corporation (LNC), valued at approximately $1.76 M.
As of the Q4 2025 filing, Lincoln National Corporation (LNC) represents approximately 0.02% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Lincoln National Corporation (LNC) was 48,299 shares, as reported at the end of Q3 2025.