Form 13-F position report

* METLIFE INC

Reported by Live Oak Private Wealth LLC

MET CUSIP 59156R108 Manager CIK 0001799877

Reported 120,656 shares, up 2,789 (2.4%) from the prior quarter.

Reported value 21.9%; share count 2.4% vs. the prior quarter.

Added
% of reported 13F value 1.81% This manager · Q4 2022
Shares 120,656 Quarter-end amount reported
Reported value $8,731,866 Fair value at quarter end
Consecutive quarters held 11 Through Q4 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 7095000
2022-03-31 8154000
2022-06-30 7355000
2022-09-30 7164000
2022-12-31 8731866
2023-03-31 6724079
2023-06-30 6758354
2023-09-30 7504695
2023-12-31 7825096
2024-03-31 8728665
2024-06-30 8150580
2024-09-30 9558033
2024-12-31 9320211
2025-03-31 9170626
2025-06-30 9168862
2025-09-30 9447726
2025-12-31 9024366
2026-03-31 8291988
2026-06-30 9685357
2026-09-30 10455408

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for * METLIFE INC held by Live Oak Private Wealth LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 111,039 -3,432 (-3.0%) 1.26% $10,455,408 2026-11-02
Q2 2026 Reduced 114,471 -2,780 (-2.4%) 1.21% $9,685,357 2026-07-20
Q1 2026 Added 117,251 +2,932 (2.6%) 1.16% $8,291,988 2026-04-20
Q4 2025 Reduced 114,319 -380 (-0.3%) 1.23% $9,024,366 2026-01-23
Q3 2025 Added 114,699 +687 (0.6%) 1.32% $9,447,726 2025-10-17
Q2 2025 Reduced 114,012 -207 (-0.2%) 1.37% $9,168,862 2025-08-04
Q1 2025 Added 114,219 +391 (0.3%) 1.49% $9,170,626 2025-04-22
Q4 2024 Reduced 113,828 -2,055 (-1.8%) 1.57% $9,320,211 2025-01-28
Q3 2024 Reduced 115,883 -239 (-0.2%) 1.55% $9,558,033 2024-10-22
Q2 2024 Reduced 116,122 -1,658 (-1.4%) 1.4% $8,150,580 2024-07-17
Q1 2024 Reduced 117,780 -549 (-0.5%) 1.51% $8,728,665 2024-04-23
Q4 2023 Reduced 118,329 -964 (-0.8%) 1.47% $7,825,096 2024-01-29
Q3 2023 Reduced 119,293 -260 (-0.2%) 1.6% $7,504,695 2023-10-23
Q2 2023 Added 119,553 +3,501 (3.0%) 1.35% $6,758,354 2023-08-07
Q1 2023 Reduced 116,052 -4,604 (-3.8%) 1.39% $6,724,079 2023-05-08
Q4 2022 Added 120,656 +2,789 (2.4%) 1.81% $8,731,866 2023-02-10
Q3 2022 Added 117,867 +729 (0.6%) 1.61% $7,164,000 2022-10-25
Q2 2022 Added 117,138 +1,110 (1.0%) 1.55% $7,355,000 2022-07-27
Q1 2022 Added 116,028 +2,484 (2.2%) 1.58% $8,154,000 2022-04-21
Q4 2021 Added 113,544 +1,450 (1.3%) 1.33% $7,095,000 2022-02-08
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

1372 managers reported * METLIFE INC for Q4 2022.

Managers reporting * METLIFE INC in Q4 2022.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 55,519,588 -850,549 0.11% $4,017,952,583 39 qtrs
BlackRock Inc Reduced 55,515,781 -230,890 0.13% $4,017,677,102 39 qtrs
Dodge & Cox Reduced 53,583,210 -2,232,900 2.66% $3,877,816,908 39 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 39,004,175 -1,492,919 0.57% $2,822,732,144 39 qtrs
STATE STREET CORPORATION Added 31,447,093 +494,017 0.13% $2,275,826,120 39 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 25,610,023 +5,444,254 0.3% $1,853,397,000 39 qtrs
Arete Wealth Advisors LLC Added 14,631 +2,873 0.09% $1,058,864,070 9 qtrs
ROYAL BANK OF CANADA Added 13,605,810 +1,367,733 0.28% $984,652,000 39 qtrs
JPMorgan Chase & Co Added 12,785,254 +408,227 0.12% $925,268,000 39 qtrs
GEODE CAPITAL MANAGEMENT LLC Reduced 11,730,874 -273,283 0.12% $847,801,000 39 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2022
Filed
February 10, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
120,656
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.