CWM
MLR icon

Congress Wealth Management’s Miller Industries MLR Stock Holding History

Congress Wealth Management’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.03M Buy
23,125
+16,075
+228% +$699K 0.01% 698
2025
Q1 		$299K Buy
7,050
+380
+6% +$22.1K ﹤0.01% 940
2024
Q4 		$436K Sell
6,670
-16,395
-71% -$1.12M 0.01% 672
2024
Q3 		$1.41M Buy
23,065
+6,670
+41% +$401K 0.02% 467
2024
Q2 		$902K Buy
+16,395
New +$901K 0.01% 446

Other funds holding MLR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Congress Wealth Management increased its Miller Industries (MLR) stake by 228% in Q2 2025, buying an estimated $699K and bringing the position to 23,125 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #698.

Congress Wealth Management first reported a position in MLR in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.41M in Q3 2024. 149 funds tracked by Wall St. Rank hold MLR as of Q2 2025.

  • Congress Wealth Management held 23,125 shares of Miller Industries worth $1.03M as of Q2 2025.
  • Congress Wealth Management bought 16,075 Miller Industries shares in Q2 2025, an estimated $699K.
  • Miller Industries made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #698 holding.
  • Congress Wealth Management first reported a position in Miller Industries in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Miller Industries position peaked at $1.41M in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Miller Industries as of Q2 2025.

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