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Brighthouse vs Lincoln Financial: how alike they voted, 2024-2025

98.5% When both took a single position, they voted the same way on 98.5% of 55,654 items (54,828 the same, 826 different). 14,755 items where at least one of them split its funds are listed separately below. Both voted on 70,409 items in all.

Note on Brighthouse: its funds did not all vote the same way on 14.7% of the 97,681 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.

Brighthouse 2024-2025 · Lincoln Financial 2024-2025 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	Common items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	70,409	54,828	826	14,755	98.5%	91.5%
Board proposals	60,491	46,192	764	13,535	98.4%	91.1%
E&S shareholder proposals	273	1	2	270	33.3%	40.2%
Other items	9,645	8,635	60	950	99.3%	95.2%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

1,010 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.

Company	Meeting	Proposal	On the ballot from	Board recommended	Brighthouse	Lincoln Financial
XOMA ROYALTY CORP.	May 28, 2025	Approval of an adjournment of the annual meeting, if necessary or appropriate, to solicit additional proxies. Corporate Governance	Other	For	Split 1 AGAINST, 1 ABSTAIN	AGAINST 1 fund
XYLEM	May 13, 2025	Shareholder proposal to lower threshold for shareholders to call special meetings from 25% to 10% of Company stock, if properly presented at the meeting. Corporate Governance	Other	Against	Split 5 FOR, 2 ABSTAIN	Split 1 FOR, 4 AGAINST
YAKULT HONSHA CO. LTD.	June 25, 2025	Amend Articles to Allow Shareholder Meeting Resolutions on Cancellation of Treasury Shares Capital Structure	Other	Against	FOR 3 funds	Split 1 FOR, 1 AGAINST
YAKULT HONSHA CO. LTD.	June 25, 2025	Approve Restricted Stock Plan Compensation	Other	Against	FOR 3 funds	Split 1 FOR, 1 AGAINST
YAKULT HONSHA CO. LTD.	June 25, 2025	Cancel the Company's Treasury Shares Capital Structure	Other	Against	Split 2 FOR, 1 AGAINST	Split 1 FOR, 1 AGAINST
ZALANDO SE	May 27, 2025	APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance	Other	For	Split 2 FOR, 3 AGAINST	Split 3 FOR, 2 AGAINST
ZIMMER BIO	May 29, 2025	Approve an amendment to our Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance	Other	Not determined	Split 7 FOR, 2 ABSTAIN	FOR 9 funds
ZOETIS INC.	May 21, 2025	Shareholder proposal regarding a special shareholder meeting improvement. Corporate Governance	Other	Against	Split 1 FOR, 5 AGAINST, 4 ABSTAIN	Split 1 FOR, 7 AGAINST
ZUORA INC.	February 13, 2025	To adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance	Other	For	FOR 4 funds	Split 1 FOR, 1 AGAINST
ZURICH INSURANCE GROUP AG	April 9, 2025	APPROVE SUSTAINABILITY REPORT Other Social Issues	Other	For	Split 3 FOR, 2 ABSTAIN	FOR 4 funds

← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.