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Allworth Financial’s Mercury Insurance MCY Stock Holding History

Allworth Financial’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 		$35.2K Sell
330
-495
-60% -$48.7K ﹤0.01% 2771
2026
Q1 		$72.7K Buy
825
+64
+8% +$5.72K ﹤0.01% 2066
2025
Q4 		$71.6K Buy
761
+8
+1% +$694 ﹤0.01% 1957
2025
Q3 		$63.8K Buy
753
+118
+19% +$8.71K ﹤0.01% 1957
2025
Q2 		$42.8K Buy
635
+129
+25% +$7.67K ﹤0.01% 2044
2025
Q1 		$27.6K Sell
506
-31
-6% -$1.67K ﹤0.01% 1877
2024
Q4 		$25.6K Sell
537
-5
-0.9% -$352 ﹤0.01% 1941
2024
Q3 		$34.1K Buy
542
+500
+1,190% +$29.7K ﹤0.01% 1580
2024
Q2 		$2.37K Sell
42
-154
-79% -$8.34K ﹤0.01% 2848
2024
Q1 		$10.1K Buy
+196
New +$8.65K ﹤0.01% 2110
2023
Q3 		– Sell
-10
Closed -$303 – 3497
2023
Q2 		$303 Buy
+10
New +$305 ﹤0.01% 3018
2023
Q1 		– Sell
-6
Closed -$205 – 3259
2022
Q4 		$205 Sell
6
-37
-86% -$1.23K ﹤0.01% 2779
2022
Q3 		$1K Buy
43
+39
+975% +$1.41K ﹤0.01% 2432
2022
Q2 		$0 Buy
+4
New +$198 ﹤0.01% 2635

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allworth Financial's MCY Position: Q2 2026 in Review

Allworth Financial reduced its Mercury Insurance (MCY) stake by 60% in Q2 2026, selling an estimated $48.7K and leaving 330 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

Allworth Financial first reported a position in MCY in Q2 2022 and has held it in 14 quarters since. The position peaked at $72.7K in Q1 2026. 346 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Allworth Financial held 330 shares of Mercury Insurance worth $35.2K as of Q2 2026.
  • Allworth Financial sold 495 Mercury Insurance shares in Q2 2026, an estimated $48.7K.
  • Mercury Insurance made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2771 holding.
  • Allworth Financial first reported a position in Mercury Insurance in Q2 2022 and has held it in 14 quarters since.
  • Allworth Financial's Mercury Insurance position peaked at $72.7K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.