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Advisor Group’s Mercury Insurance MCY Stock Holding History

Advisor Group’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
2019
Q4 		$126K Hold
2,591
– – ﹤0.01% 2764
2019
Q3 		$145K Hold
2,591
– – ﹤0.01% 2585
2019
Q2 		$162K Buy
2,591
+482
+23% +$26.9K ﹤0.01% 2487
2019
Q1 		$105K Buy
2,109
+515
+32% +$26.7K ﹤0.01% 2814
2018
Q4 		$83K Buy
1,594
+352
+28% +$19.1K ﹤0.01% 2793
2018
Q3 		$63K Sell
1,242
-52
-4% -$2.59K ﹤0.01% 3109
2018
Q2 		$59K Sell
1,294
-543
-30% -$25.6K ﹤0.01% 2954
2018
Q1 		$85K Buy
1,837
+193
+12% +$9.2K ﹤0.01% 2678
2017
Q4 		$88K Buy
1,644
+931
+131% +$51.2K ﹤0.01% 2670
2017
Q3 		$41K Buy
713
+7
+1% +$396 ﹤0.01% 3079
2017
Q2 		$38K Sell
706
-46
-6% -$2.61K ﹤0.01% 3029
2017
Q1 		$46K Buy
752
+247
+49% +$14.8K ﹤0.01% 2780
2016
Q4 		$31K Sell
505
-50
-9% -$2.84K ﹤0.01% 2941
2016
Q3 		$30K Buy
555
+288
+108% +$15.6K ﹤0.01% 2890
2016
Q2 		$13K Buy
+267
New +$14K ﹤0.01% 3333

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Advisor Group's MCY Position: Q4 2019 in Review

Advisor Group held its Mercury Insurance (MCY) position steady in Q4 2019 at 2,591 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

Advisor Group first reported a position in MCY in Q2 2016 and has held it in 15 quarters since. The position peaked at $162K in Q2 2019. 228 funds tracked by Wall St. Rank hold MCY as of Q4 2019.

  • Advisor Group held 2,591 shares of Mercury Insurance worth $126K as of Q4 2019.
  • Advisor Group left its Mercury Insurance share count unchanged in Q4 2019.
  • Mercury Insurance made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2764 holding.
  • Advisor Group first reported a position in Mercury Insurance in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Mercury Insurance position peaked at $162K in Q2 2019.
  • 228 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.