MeridianMRBK

13F holders, Q1 2024 (March 31)
41holders
2famous investors
$9.95avg. 13F price*

At the end of Q1 2024, 41 institutions reported holding Meridian Corp. (MRBK) in their 13F filings. The largest holders were Fourthstone LLC ($11.1M), Ategra Capital Management, LLC ($10.0M) and Banc Funds Co. LLC ($7.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Meridian Corp.
CUSIP
58958P104
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 41Q1 2024Q2 2024: 40Q2 2024Q3 2024: 41Q3 2024Q4 2024: 51Q4 2024Q1 2025: 60Q1 2025Q2 2025: 63Q2 2025Q3 2025: 83Q3 2025Q4 2025: 88Q4 2025Q1 2026: 93Q1 2026Q2 2026: 102Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$431K
Exits5$2.0M

Ownership 41 holders

Fourthstone LLC 3.60% Add +7.7% 1,115,074 $11.1M
Ategra Capital Management, LLC 4.59% Add +1.5% 1,007,740 $10.0M
Banc Funds Co. LLC 0.88% Add +0.4% 785,703 $7.8M
Strategic Value Bank Partners LLC 4.22% No change 651,298 $6.5M
Vanguard Group Inc. 0.00% No change 534,173 $5.3M
First Manhattan Co. Llc. 0.01% Reduce -0.1% 327,080 $3.2M
Meridian Wealth Partners, LLC 0.38% Add +12.8% 214,567 $2.1M
BlackRock Inc. 0.00% Reduce -10.6% 191,875 $1.9M
Dimensional Fund Advisors LP 0.00% Add +12.4% 160,735 $1.6M
Wick Capital Partners, LLC 1.39% No change 144,516 $1.4M
LSV Asset Management 0.00% No change 92,822 $921K
Bridgeway Capital Management, LLC 0.02% Reduce -1.6% 88,643 $879K
Geode Capital Management, LLC 0.00% Add +4.6% 87,287 $866K
Gator Capital Management, LLC 0.42% Reduce -12.8% 81,889 $812K
Susquehanna International Group, LLP 0.00% Add +225.6% 80,672 $800K
Wealth Enhancement Advisory Services, LLC 0.00% No change 59,367 $589K
Jane Street Group, LLC 0.00% Add +229.5% 54,253 $538K
Acadian Asset Management LLC 0.00% Add +4.6% 54,409 $538K
Mendon Capital Advisors Corp. 0.27% Reduce -37.8% 30,000 $476K
Arrowstreet Capital, Limited Partnership 0.00% Add +69.9% 43,518 $432K
Strid Group, LLC 0.08% New 43,450 $431K
Barclays PLC 0.00% Reduce -1.7% 36,731 $364K
Renaissance Technologies 0.00% Add +5.5% 34,500 $342K
State Street Corp. 0.00% Reduce -7.0% 29,442 $292K
HSBC Holdings PLC 0.00% No change 29,107 $289K
Northeast Financial Consultants Inc 0.01% Reduce -15.0% 28,334 $281K
Qube Research & Technologies Ltd 0.00% Add +6.7% 25,314 $251K
Bank of America Corp. 0.00% Reduce -41.9% 22,204 $220K
Royal Bank of Canada 0.00% Reduce -11.9% 20,500 $203K
ELCO Management Co., LLC 0.11% Reduce -1.1% 18,022 $179K
Bank of New York Mellon Corp 0.00% Reduce -17.1% 16,828 $167K
Northern Trust Corp. 0.00% Reduce -0.1% 15,999 $159K
Millennium Management 0.00% Reduce -32.2% 15,864 $157K
Morgan Stanley 0.00% Add +8.1% 15,819 $157K
Citigroup Inc. 0.00% Add +12.5% 14,118 $140K
UBS Group AG 0.00% Reduce -8.8% 5,696 $57K
Tower Research Capital LLC (TRC) 0.00% Add +82.7% 1,571 $16K
IFP Advisors, Inc 0.00% Reduce -66.0% 516 $5K
BNP Paribas Financial Markets 0.00% No change 98 $972
Wells Fargo & Company 0.00% Add +1.4% 72 $712
JPMorgan Chase & Co. 0.00% Reduce -99.6% 16 $159

"% of holder's portfolio" is MRBK's weight in each manager's 13F, not the share of Meridian Corp. the manager owns.