AGF Investments LLC’s Mercury Insurance MCY Stock Holding History

AGF Investments LLC’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
2022 Q3	$1.45M	Buy	51,134 +31,337	+158%	+$1.14M	0.13%	166
2022 Q2	$877K	Sell	19,797 -550	-3%	-$27.2K	0.08%	189
2022 Q1	$1.12M	Buy	20,347 +4,661	+30%	+$251K	0.09%	44
2021 Q4	$832K	Buy	15,686 +5,062	+48%	+$272K	0.07%	138
2021 Q3	$591K	Buy	10,624 +1,045	+11%	+$62.4K	0.06%	168
2021 Q2	$622K	Sell	9,579 -1,053	-10%	-$66.7K	0.06%	131
2021 Q1	$647K	Buy	+10,632	New	+$608K	0.08%	152
2019 Q4	–	Sell	-744	Closed	-$42K	–	660
2019 Q3	$42K	Buy	+744	New	+$42.6K	0.01%	421
2017 Q3	–	Sell	-166	Closed	-$9K	–	782
2017 Q2	$9K	Sell	166 -600	-78%	-$34K	﹤0.01%	608
2017 Q1	$46K	Sell	766 -66	-8%	-$3.94K	0.01%	192
2016 Q4	$50K	Buy	+832	New	+$47.3K	0.01%	272

Other funds holding MCY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AWM

Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAIG

Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return

AGF Investments LLC's MCY Position: Q3 2022 in Review

AGF Investments LLC increased its Mercury Insurance (MCY) stake by 158% in Q3 2022, buying an estimated $1.14M and bringing the position to 51,134 shares worth $1.45M. The position accounts for 0.13% of the portfolio, ranked #166.

AGF Investments LLC first reported a position in MCY in Q4 2016 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

AGF Investments LLC held 51,134 shares of Mercury Insurance worth $1.45M as of Q3 2022.
AGF Investments LLC bought 31,337 Mercury Insurance shares in Q3 2022, an estimated $1.14M.
Mercury Insurance made up 0.13% of AGF Investments LLC's portfolio in Q3 2022, its #166 holding.
AGF Investments LLC first reported a position in Mercury Insurance in Q4 2016 and has held it in 11 quarters since.
204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.