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Atria Investments’s Mercury Insurance MCY Stock Holding History

Atria Investments’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 		$205K Buy
+2,320
New +$207K ﹤0.01% 1970
2024
Q3 		– Sell
-4,684
Closed -$249K – 1994
2024
Q2 		$249K Buy
+4,684
New +$254K ﹤0.01% 1698

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

Atria Investments's MCY Position: Q1 2026 in Review

Atria Investments opened a new position in Mercury Insurance (MCY) in Q1 2026: 2,320 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1970 among its holdings. This is a return to the name: Atria Investments previously reported a position in MCY as recently as Q2 2024.

Atria Investments first reported a position in MCY in Q2 2024 and has held it in 2 quarters since. The position peaked at $249K in Q2 2024. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • Atria Investments held 2,320 shares of Mercury Insurance worth $205K as of Q1 2026.
  • Mercury Insurance was a new Atria Investments position in Q1 2026.
  • Mercury Insurance made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1970 holding.
  • Atria Investments first reported a position in Mercury Insurance in Q2 2024 and has held it in 2 quarters since.
  • Atria Investments's Mercury Insurance position peaked at $249K in Q2 2024.
  • 305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.