Asset Dedication LLC’s Mercury Insurance MCY Stock Holding History

Asset Dedication 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
2026 Q2	$29.1K	Hold	273	–	–	﹤0.01%	587
2026 Q1	$24.1K	Hold	273	–	–	﹤0.01%	612
2025 Q4	$25.7K	Sell	273 -47	-15%	-$4.08K	﹤0.01%	617
2025 Q3	$27.1K	Hold	320	–	–	﹤0.01%	611
2025 Q2	$21.5K	Hold	320	–	–	﹤0.01%	679
2025 Q1	$17.9K	Hold	320	–	–	﹤0.01%	670
2024 Q4	$21.3K	Hold	320	–	–	﹤0.01%	638
2024 Q3	$20.2K	Hold	320	–	–	﹤0.01%	689
2024 Q2	$17K	Hold	320	–	–	﹤0.01%	714
2024 Q1	$17K	Hold	320	–	–	﹤0.01%	614
2023 Q4	$12K	Hold	320	–	–	﹤0.01%	654
2023 Q3	$9K	Hold	320	–	–	﹤0.01%	695
2023 Q2	$10K	Hold	320	–	–	﹤0.01%	674
2023 Q1	$10K	Hold	320	–	–	﹤0.01%	664
2022 Q4	$11K	Hold	320	–	–	﹤0.01%	648
2022 Q3	$9K	Buy	+320	New	+$11.6K	﹤0.01%	644
2022 Q2	–	Sell	-320	Closed	-$18K	–	786
2022 Q1	$18K	Buy	+320	New	+$17.2K	﹤0.01%	572

Other funds holding MCY

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

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

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Asset Dedication LLC's MCY Position: Q2 2026 in Review

Asset Dedication LLC held its Mercury Insurance (MCY) position steady in Q2 2026 at 273 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Asset Dedication LLC first reported a position in MCY in Q1 2022 and has held it in 17 quarters since. 349 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

Asset Dedication LLC held 273 shares of Mercury Insurance worth $29.1K as of Q2 2026.
Asset Dedication LLC left its Mercury Insurance share count unchanged in Q2 2026.
Mercury Insurance made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #587 holding.
Asset Dedication LLC first reported a position in Mercury Insurance in Q1 2022 and has held it in 17 quarters since.
349 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.