VALLEY WEALTH MANAGERS, INC. MET METLIFE INC

Ownership history in VALLEY WEALTH MANAGERS, INC.  ·  45 quarters on record

AI Ownership Summary

VALLEY WEALTH MANAGERS, INC. reported METLIFE INC (MET) in 45 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.84% in 2024 Q3. The latest visible filing shows MET at 1.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VALLEY WEALTH MANAGERS, INC.'s position in METLIFE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MET was reported at 1.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.84% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How VALLEY WEALTH MANAGERS, INC. held MET — position size vs. price
% of Fund (quarterly)    MET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 314,184 +13,904 +4.6% 1.43% $22.2M 2026-05-06 $80.16
2025 Q4 ADDED 300,280 +10,567 +3.6% 1.52% $23.7M 2026-02-04 $78.01
2025 Q3 ADDED 289,713 +4,723 +1.7% 1.58% $23.9M 2025-11-03 $78.08
2025 Q2 REDUCED 284,990 -1,497 -0.5% 1.65% $22.9M 2025-08-06 $74.87
2025 Q1 REDUCED 286,487 -6,048 -2.1% 1.74% $23.0M 2025-05-07 $75.07
2024 Q4 REDUCED 292,535 -8,394 -2.8% 1.79% $24.0M 2025-01-31 $83.47
2024 Q3 REDUCED 300,929 -3,060 -1.0% 1.84% $24.8M 2024-11-06 $80.33
2024 Q2 REDUCED 6.6% +18.4% 303,989 -21,502 -6.6% 1.70% $21.3M 2024-08-08 $66.74
2024 Q1 REDUCED 325,491 -9,927 -3.0% 1.82% $24.1M 2024-05-03 $66.51
2023 Q4 REDUCED 335,418 -1,926 -0.6% 1.73% $22.2M 2024-02-07 $63.19
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About VALLEY WEALTH MANAGERS, INC. and MET

These are the practical questions this page is built to answer before you even open the full history table.

How long has VALLEY WEALTH MANAGERS, INC. reported owning MET?

VALLEY WEALTH MANAGERS, INC. reported MET across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MET position in VALLEY WEALTH MANAGERS, INC.'s portfolio?

The largest reported portfolio weight for MET was 1.84% in 2024 Q3.

What is the latest reported MET position on this page?

The most recent filing on this page is 2026 Q1, when VALLEY WEALTH MANAGERS, INC. reported 314,184 shares, equal to 1.43% of portfolio, with an estimated market value of $22.2M.

What does the chart on this MET ownership page compare?

The chart compares VALLEY WEALTH MANAGERS, INC.'s quarterly MET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VALLEY WEALTH MANAGERS, INC. time their MET position?

Based on 13F filing dates vs. subsequent MET price moves, VALLEY WEALTH MANAGERS, INC. correctly timed 22 out of 44 reported position changes (50%). The annualised alpha on MET relative to SPY over the holding period was -4.6%.

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