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

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return