AssetMark Inc
MCY icon

AssetMark Inc’s Mercury Insurance MCY Stock Holding History

AssetMark Inc’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 		$7.25K Hold
68
– – ﹤0.01% 2569
2026
Q1 		$5.99K Buy
68
+41
+152% +$3.67K ﹤0.01% 2498
2025
Q4 		$2.54K Buy
27
+16
+145% +$1.39K ﹤0.01% 2701
2025
Q3 		$933 Buy
11
+4
+57% +$295 ﹤0.01% 2795
2025
Q2 		$471 Buy
7
+5
+250% +$297 ﹤0.01% 2752
2025
Q1 		$112 Hold
2
– – ﹤0.01% 2561
2024
Q4 		$133 Hold
2
– – ﹤0.01% 2512
2024
Q3 		$126 Sell
2
-8
-80% -$475 ﹤0.01% 2194
2024
Q2 		$531 Hold
10
– – ﹤0.01% 1920
2024
Q1 		$516 Hold
10
– – ﹤0.01% 1723
2023
Q4 		$373 Sell
10
-45
-82% -$1.56K ﹤0.01% 1699
2023
Q3 		$1.54K Sell
55
-17,834
-100% -$526K ﹤0.01% 1497
2023
Q2 		$541K Sell
17,889
-3,874
-18% -$118K ﹤0.01% 719
2023
Q1 		$691K Buy
21,763
+10,740
+97% +$366K ﹤0.01% 666
2022
Q4 		$377K Sell
11,023
-6,679
-38% -$222K ﹤0.01% 738
2022
Q3 		$503K Buy
17,702
+1,569
+10% +$56.9K ﹤0.01% 652
2022
Q2 		$715K Buy
16,133
+1,130
+8% +$55.9K ﹤0.01% 572
2022
Q1 		$825K Sell
15,003
-40,795
-73% -$2.2M ﹤0.01% 516
2021
Q4 		$2.96M Buy
55,798
+870
+2% +$46.7K 0.01% 290
2021
Q3 		$3.06M Buy
54,928
+3,926
+8% +$234K 0.01% 304
2021
Q2 		$3.31M Buy
51,002
+33,203
+187% +$2.1M 0.02% 302
2021
Q1 		$1.08M Buy
+17,799
New +$1.02M 0.01% 358
2020
Q4 		– Sell
-38
Closed -$2K – 1460
2020
Q3 		$2K Sell
38
-4,208
-99% -$181K ﹤0.01% 1129
2020
Q2 		$173K Buy
4,246
+2,224
+110% +$89.3K ﹤0.01% 513
2020
Q1 		$82K Buy
2,022
+85
+4% +$3.88K ﹤0.01% 602
2019
Q4 		$94K Buy
1,937
+1,712
+761% +$86.1K ﹤0.01% 639
2019
Q3 		$13K Sell
225
-256
-53% -$14.6K ﹤0.01% 941
2019
Q2 		$30K Hold
481
– – ﹤0.01% 811
2019
Q1 		$24K Sell
481
-41
-8% -$2.13K ﹤0.01% 844
2018
Q4 		$27K Sell
522
-314
-38% -$17.1K ﹤0.01% 816
2018
Q3 		$42K Sell
836
-572
-41% -$28.5K ﹤0.01% 781
2018
Q2 		$64K Sell
1,408
-94
-6% -$4.43K ﹤0.01% 667
2018
Q1 		$69K Sell
1,502
-477
-24% -$22.7K ﹤0.01% 656
2017
Q4 		$106K Sell
1,979
-155
-7% -$8.53K ﹤0.01% 599
2017
Q3 		$121K Buy
2,134
+88
+4% +$4.98K ﹤0.01% 539
2017
Q2 		$110K Buy
2,046
+137
+7% +$7.77K ﹤0.01% 531
2017
Q1 		$116K Sell
1,909
-85
-4% -$5.08K ﹤0.01% 488
2016
Q4 		$120K Sell
1,994
-207
-9% -$11.8K ﹤0.01% 478
2016
Q3 		$121K Buy
2,201
+61
+3% +$3.29K ﹤0.01% 469
2016
Q2 		$114K Buy
+2,140
New +$113K ﹤0.01% 473

Other funds holding MCY

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

AssetMark Inc's MCY Position: Q2 2026 in Review

AssetMark Inc held its Mercury Insurance (MCY) position steady in Q2 2026 at 68 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

AssetMark Inc first reported a position in MCY in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.31M in Q2 2021. 106 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • AssetMark Inc held 68 shares of Mercury Insurance worth $7.25K as of Q2 2026.
  • AssetMark Inc left its Mercury Insurance share count unchanged in Q2 2026.
  • Mercury Insurance made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2569 holding.
  • AssetMark Inc first reported a position in Mercury Insurance in Q2 2016 and has held it in 40 quarters since.
  • AssetMark Inc's Mercury Insurance position peaked at $3.31M in Q2 2021.
  • 106 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.