Action Point Financial Planning’s Mercury Insurance MCY Stock Holding History

Action Point Financial Planning’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	$4.37K	Buy	+42	New	+$4.14K	﹤0.01%	1873

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

Action Point Financial Planning's MCY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Mercury Insurance (MCY) in Q2 2026: 42 shares worth $4.37K. The stake represents ﹤0.01% of the portfolio and ranks #1873 among its holdings.

345 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

Action Point Financial Planning held 42 shares of Mercury Insurance worth $4.37K as of Q2 2026.
Mercury Insurance was a new Action Point Financial Planning position in Q2 2026.
Mercury Insurance made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1873 holding.
345 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.