MW
MET icon

Marcum Wealth’s MetLife MET Stock Holding History

Marcum Wealth’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
Q1 		$367K Buy
4,571
+276
+6% +$23K 0.03% 246
2024
Q4 		$352K Buy
4,295
+510
+13% +$42.4K 0.03% 253
2024
Q3 		$312K Buy
3,785
+405
+12% +$30.3K 0.03% 275
2024
Q2 		$237K Sell
3,380
-56
-2% -$4K 0.02% 313
2024
Q1 		$255K Buy
3,436
+153
+5% +$10.7K 0.03% 299
2023
Q4 		$217K Buy
+3,283
New +$205K 0.02% 319
2023
Q2 		– Sell
-4,547
Closed -$263K – 395
2023
Q1 		$263K Sell
4,547
-540
-11% -$36.4K 0.03% 269
2022
Q4 		$368K Buy
5,087
+23
+0.5% +$1.65K 0.05% 212
2022
Q3 		$308K Sell
5,064
-685
-12% -$43.8K 0.05% 235
2022
Q2 		$361K Sell
5,749
-187
-3% -$12.4K 0.05% 206
2022
Q1 		$417K Buy
5,936
+262
+5% +$17.7K 0.06% 189
2021
Q4 		$355K Sell
5,674
-320
-5% -$20.1K 0.05% 220
2021
Q3 		$370K Buy
5,994
+221
+4% +$13.3K 0.06% 205
2021
Q2 		$346K Buy
5,773
+49
+0.9% +$3.11K 0.06% 201
2021
Q1 		$348K Buy
+5,724
New +$316K 0.06% 200

Other funds holding MET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marcum Wealth's MET Position: Q1 2025 in Review

Marcum Wealth increased its MetLife (MET) stake by 6.4% in Q1 2025, buying an estimated $23K and bringing the position to 4,571 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #246.

Marcum Wealth first reported a position in MET in Q1 2021 and has held it in 15 quarters since. The position peaked at $417K in Q1 2022. 1,408 funds tracked by Wall St. Rank hold MET as of Q1 2025.

  • Marcum Wealth held 4,571 shares of MetLife worth $367K as of Q1 2025.
  • Marcum Wealth bought 276 MetLife shares in Q1 2025, an estimated $23K.
  • MetLife made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #246 holding.
  • Marcum Wealth first reported a position in MetLife in Q1 2021 and has held it in 15 quarters since.
  • Marcum Wealth's MetLife position peaked at $417K in Q1 2022.
  • 1,408 funds tracked by Wall St. Rank held MetLife as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.