Abound Wealth Management’s Mercury Insurance MCY Stock Holding History

Abound Wealth Management’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 Q2	$214	Hold	2	–	–	﹤0.01%	1098
2026 Q1	$177	Hold	2	–	–	﹤0.01%	1269
2025 Q4	$189	Hold	2	–	–	﹤0.01%	1203
2025 Q3	$170	Hold	2	–	–	﹤0.01%	1171
2025 Q2	$135	Hold	2	–	–	﹤0.01%	1174
2025 Q1	$112	Sell	2 -2	-50%	-$108	﹤0.01%	1209
2024 Q4	$266	Hold	4	–	–	﹤0.01%	936
2024 Q3	$252	Hold	4	–	–	﹤0.01%	1034
2024 Q2	$213	Sell	4 -3	-43%	-$163	﹤0.01%	1097
2024 Q1	$362	Hold	7	–	–	﹤0.01%	1042
2023 Q4	$262	Sell	7 -2	-22%	-$69	﹤0.01%	1217
2023 Q3	$253	Hold	9	–	–	﹤0.01%	1062
2023 Q2	$273	Buy	+9	New	+$275	﹤0.01%	1091

Other funds holding MCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Abound Wealth Management's MCY Position: Q2 2026 in Review

Abound Wealth Management held its Mercury Insurance (MCY) position steady in Q2 2026 at 2 shares worth $214. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Abound Wealth Management first reported a position in MCY in Q2 2023 and has held it in 13 quarters since. The position peaked at $362 in Q1 2024. 349 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

Abound Wealth Management held 2 shares of Mercury Insurance worth $214 as of Q2 2026.
Abound Wealth Management left its Mercury Insurance share count unchanged in Q2 2026.
Mercury Insurance made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1098 holding.
Abound Wealth Management first reported a position in Mercury Insurance in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Mercury Insurance position peaked at $362 in Q1 2024.
349 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.