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Aperio Group’s Mercury Insurance MCY Stock Holding History

Aperio 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
2020
Q4 		$6.6M Buy
126,385
+41,188
+48% +$1.84M 0.02% 714
2020
Q3 		$3.52M Sell
85,197
-15,114
-15% -$649K 0.01% 870
2020
Q2 		$4.09M Buy
100,311
+54,084
+117% +$2.17M 0.02% 795
2020
Q1 		$1.88M Buy
46,227
+24,648
+114% +$1.12M 0.01% 1037
2019
Q4 		$1.05M Sell
21,579
-1,913
-8% -$96.2K ﹤0.01% 1408
2019
Q3 		$1.31M Sell
23,492
-514
-2% -$29.4K 0.01% 1253
2019
Q2 		$1.5M Buy
24,006
+290
+1% +$16.2K 0.01% 1202
2019
Q1 		$1.19M Buy
23,716
+9,417
+66% +$489K 0.01% 1282
2018
Q4 		$739K Buy
14,299
+2,204
+18% +$120K ﹤0.01% 1464
2018
Q3 		$607K Sell
12,095
-2,590
-18% -$129K ﹤0.01% 1668
2018
Q2 		$669K Buy
14,685
+836
+6% +$39.4K ﹤0.01% 1611
2018
Q1 		$635K Buy
13,849
+97
+0.7% +$4.62K ﹤0.01% 1582
2017
Q4 		$735K Buy
13,752
+2,051
+18% +$113K ﹤0.01% 1497
2017
Q3 		$663K Sell
11,701
-400
-3% -$22.6K ﹤0.01% 1519
2017
Q2 		$653K Sell
12,101
-1,314
-10% -$74.5K ﹤0.01% 1491
2017
Q1 		$818K Sell
13,415
-229
-2% -$13.7K 0.01% 1256
2016
Q4 		$822K Buy
13,644
+762
+6% +$43.3K 0.01% 1219
2016
Q3 		$707K Buy
12,882
+1,406
+12% +$76K 0.01% 1269
2016
Q2 		$610K Buy
11,476
+2,146
+23% +$113K ﹤0.01% 1281
2016
Q1 		$518K Buy
9,330
+2,524
+37% +$126K ﹤0.01% 1354
2015
Q4 		$317K Buy
6,806
+1,268
+23% +$64.2K ﹤0.01% 1578
2015
Q3 		$280K Buy
5,538
+314
+6% +$16.8K ﹤0.01% 1597
2015
Q2 		$291K Sell
5,224
-408
-7% -$23K ﹤0.01% 1657
2015
Q1 		$325K Buy
5,632
+758
+16% +$42.6K ﹤0.01% 1522
2014
Q4 		$276K Buy
4,874
+9
+0.2% +$482 ﹤0.01% 1562
2014
Q3 		$237K Buy
4,865
+41
+0.8% +$2.02K ﹤0.01% 1517
2014
Q2 		$227K Buy
+4,824
New +$227K ﹤0.01% 1557

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Aperio Group's MCY Position: Q4 2020 in Review

Aperio Group increased its Mercury Insurance (MCY) stake by 48% in Q4 2020, buying an estimated $1.84M and bringing the position to 126,385 shares worth $6.6M. The position accounts for 0.02% of the portfolio, ranked #714.

Aperio Group first reported a position in MCY in Q2 2014 and has held it in 27 quarters since. 232 funds tracked by Wall St. Rank hold MCY as of Q4 2020.

  • Aperio Group held 126,385 shares of Mercury Insurance worth $6.6M as of Q4 2020.
  • Aperio Group bought 41,188 Mercury Insurance shares in Q4 2020, an estimated $1.84M.
  • Mercury Insurance made up 0.02% of Aperio Group's portfolio in Q4 2020, its #714 holding.
  • Aperio Group first reported a position in Mercury Insurance in Q2 2014 and has held it in 27 quarters since.
  • 232 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.