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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return

Asset Dedication LLC's MCY Position: Q1 2026 in Review

Asset Dedication LLC held its Mercury Insurance (MCY) position steady in Q1 2026 at 273 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Asset Dedication LLC first reported a position in MCY in Q1 2022 and has held it in 16 quarters since. The position peaked at $27.1K in Q3 2025. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • Asset Dedication LLC held 273 shares of Mercury Insurance worth $24.1K as of Q1 2026.
  • Asset Dedication LLC left its Mercury Insurance share count unchanged in Q1 2026.
  • Mercury Insurance made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #612 holding.
  • Asset Dedication LLC first reported a position in Mercury Insurance in Q1 2022 and has held it in 16 quarters since.
  • Asset Dedication LLC's Mercury Insurance position peaked at $27.1K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.