Advisor Partners’s Mercury Insurance MCY Stock Holding History

Advisor Partners’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
2021 Q3	–	Sell	-3,547	Closed	-$230K	–	834
2021 Q2	$230K	Sell	3,547 -5	-0.1%	-$317	0.02%	747
2021 Q1	$216K	Buy	+3,552	New	+$203K	0.02%	746

Other funds holding MCY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Advisor Partners's MCY Position: Q3 2021 in Review

Advisor Partners sold out of Mercury Insurance (MCY) in Q3 2021, closing a stake of 3,547 shares — an estimated $230K sold.

Advisor Partners first reported a position in MCY in Q1 2021 and held it in 2 quarters. The position peaked at $230K in Q2 2021. 244 funds tracked by Wall St. Rank hold MCY as of Q3 2021.

Advisor Partners reported no remaining Mercury Insurance position as of Q3 2021 after selling out during the quarter.
Advisor Partners sold 3,547 Mercury Insurance shares in Q3 2021, an estimated $230K.
Advisor Partners first reported a position in Mercury Insurance in Q1 2021 and held it in 2 quarters.
Advisor Partners's Mercury Insurance position peaked at $230K in Q2 2021.
244 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2021.

Based on Advisor Partners's 13F filing for Q3 2021, filed 15 Nov 2021.