Chuck Royce's LNC Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 48,299 shares of Lincoln National Corporation (LNC) worth $1.95 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in LNC, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 33,296 shares. Largest reduction occurred in Q3 2013, reducing 2,300 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +4,301 | Add 0.00% | 4,300 | $36.51 |
| Q3 2013 | -2,300 | Reduce 53.49% | 2,000 | $42.00 |
| Q4 2013 | -2,000 | Sold Out | 2,000 | $0.00 |
| Q1 2014 | +4,000 | New Buy | 4,000 | $50.75 |
| Q2 2014 | -4,000 | Sold Out | 4,000 | $0.00 |
| Q3 2024 | +37,296 | New Buy | 37,296 | $31.51 |
| Q4 2024 | +2,991 | Add 8.02% | 40,287 | $31.71 |
| Q2 2025 | +80 | Add 0.20% | 40,367 | $34.60 |
| Q3 2025 | +7,932 | Add 19.65% | 48,299 | $40.33 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to Lincoln National Corporation (LNC) was in Q3 2024, adding 37,296 shares worth $1.18 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 48,299 shares of Lincoln National Corporation (LNC), valued at approximately $1.95 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in Lincoln National Corporation (LNC) was 48,299 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.