Congress Wealth Management’s MetLife MET Stock Holding History

Congress Wealth Management’s Portfolio MET Stock Details MET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.4M	Buy	42,311 +15,643	+59%	+$1.21M	0.03%	458
2025 Q1	$2.17M	Buy	26,668 +12,301	+86%	+$1.02M	0.03%	475
2024 Q4	$1.18M	Sell	14,367 -13,488	-48%	-$1.12M	0.02%	495
2024 Q3	$2.3M	Buy	27,855 +4,223	+18%	+$315K	0.03%	400
2024 Q2	$1.66M	Buy	+23,632	New	+$1.69M	0.03%	377

Other funds holding MET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Congress Wealth Management's MET Position: Q2 2025 in Review

Congress Wealth Management increased its MetLife (MET) stake by 59% in Q2 2025, buying an estimated $1.21M and bringing the position to 42,311 shares worth $3.4M. The position accounts for 0.03% of the portfolio, ranked #458.

Congress Wealth Management first reported a position in MET in Q2 2024 and has held it in 5 quarters since. 1,412 funds tracked by Wall St. Rank hold MET as of Q2 2025.

Congress Wealth Management held 42,311 shares of MetLife worth $3.4M as of Q2 2025.
Congress Wealth Management bought 15,643 MetLife shares in Q2 2025, an estimated $1.21M.
MetLife made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #458 holding.
Congress Wealth Management first reported a position in MetLife in Q2 2024 and has held it in 5 quarters since.
1,412 funds tracked by Wall St. Rank held MetLife as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.