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Meridian Management Co.
Meridian Management Co is an investment management firm headquartered in Boston, Massachusetts. The firm is registered as an investment adviser with the SEC and serves institutional and high-net-worth clients. Meridian specializes in providing portfolio management services and is known for filing Form 13F quarterly with the U.S. Securities and Exchange Commission. Employee count is relatively small, consistent with boutique asset management firms.
Investment Strategy
Meridian Management Co focuses on providing discretionary investment management, primarily in public equity and fixed income securities. The firm constructs diversified portfolios and typically emphasizes long-term capital appreciation while managing risk through sector and asset class allocations. Its philosophy centers on fundamental analysis and a disciplined, research-driven approach tailored to client objectives.
Latest 13F Filing Activity
Meridian Management Co. filed their most recent 13F report on Jun 30, 2025 disclosing 76 equity positions with a total 13F market value of $366M. The fund increased holdings in Vanguard Tax-managed FDS, Ishares TR, Deere & Co. among other positions. Meridian Management Co. reduced exposure to Vanguard Intl Equity Index F, Vanguard Index FDS, Schwab Strategic TR among others.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 12.46% | $45.6M | 810,822 | $49.18 | $57.01 | +$10.7M |
I IVV | ISHARES TR | 8.63% | $31.6M | 49,714 | $306.36 | $620.90 | +$4.3M |
V VCIT | VANGUARD SCOTTSDALE FDS | 7.34% | $26.8M | 324,579 | $88.84 | $82.92 | +$3.7M |
G GVI | ISHARES TR | 5.31% | $19.4M | 182,443 | $111.56 | $106.79 | +$1.7M |
I IJH | ISHARES TR | 4.70% | $17.2M | 272,604 | $58.37 | $62.02 | +$7.1M |
Industry Allocation
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