LNC
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Lincoln National Corp’s Willis Towers Watson WTW Stock Holding History

Lincoln National Corp’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,193
Closed -$603K – 1137
2024
Q1 		$603K Buy
2,193
+211
+11% +$55.5K 0.01% 682
2023
Q4 		$478K Sell
1,982
-265
-12% -$61.3K 0.01% 692
2023
Q3 		$470K Buy
2,247
+8
+0.4% +$1.71K 0.01% 625
2023
Q2 		$527K Buy
2,239
+8
+0.4% +$1.84K 0.01% 581
2023
Q1 		$518K Buy
2,231
+476
+27% +$115K 0.01% 572
2022
Q4 		$429K Buy
1,755
+7
+0.4% +$1.6K 0.01% 578
2022
Q3 		$351K Buy
1,748
+7
+0.4% +$1.44K 0.01% 599
2022
Q2 		$344K Buy
+1,741
New +$373K 0.01% 598

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First Eagle Investment Management
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State Street
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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return