HOTCHKIS & WILEY’s LNC Holdings & Trades

First Buy
Q3 2023
Duration Held
9 Quarters
Largest Add
Q3 2023
+212,430 Shares
Current Position
249,254 Shares
$10.05 M Value

HOTCHKIS & WILEY's LNC Position Overview

HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 249,254 shares of Lincoln National Corporation (LNC) worth $10.05 M, representing 0.03% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 quarters.

Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in LNC, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 45,824 shares. Largest reduction occurred in Q2 2024, reducing 37,160 shares.

Analysis based on 13F filings available since 2013 Q2

HOTCHKIS & WILEY's Lincoln National Corporation (LNC) Holding Value Over Time

Track share changes against reported price movement

Quarterly Lincoln National Corporation (LNC) Trades by HOTCHKIS & WILEY

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2023 +212,430 New Buy 212,430 $24.69
Q4 2023 +27,400 Add 12.90% 239,830 $26.97
Q1 2024 -4,070 Reduce 1.70% 235,760 $31.93
Q2 2024 -37,160 Reduce 15.76% 198,600 $31.10
Q3 2024 -9,900 Reduce 4.98% 188,700 $31.51
Q4 2024 +21,900 Add 11.61% 210,600 $31.71
Q1 2025 -12,120 Reduce 5.75% 198,480 $35.91
Q2 2025 +4,950 Add 2.49% 203,430 $34.60
Q3 2025 +45,824 Add 22.53% 249,254 $40.33

HOTCHKIS & WILEY's Lincoln National Corporation Investment FAQs

HOTCHKIS & WILEY first purchased Lincoln National Corporation (LNC) in Q3 2023, acquiring 212,430 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY has held Lincoln National Corporation (LNC) for 9 quarters since Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY's largest addition to Lincoln National Corporation (LNC) was in Q3 2023, adding 212,430 shares worth $5.24 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 249,254 shares of Lincoln National Corporation (LNC), valued at approximately $10.05 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 0.03% of HOTCHKIS & WILEY'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.

HOTCHKIS & WILEY's peak holding in Lincoln National Corporation (LNC) was 249,254 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.