Rothwell Investment Advisors, LLC’s Mercury Insurance MCY Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio MCY Stock Details MCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$482K	Buy	+4,874	New	+$512K	0.26%	78

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Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MCY Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Mercury Insurance (MCY) in Q3 2026: 4,874 shares worth $482K. The stake represents 0.26% of the portfolio and ranks #78 among its holdings.

145 funds tracked by Wall St. Rank hold MCY as of Q3 2026.

Rothwell Investment Advisors, LLC held 4,874 shares of Mercury Insurance worth $482K as of Q3 2026.
Mercury Insurance was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Mercury Insurance made up 0.26% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #78 holding.
145 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.