AWM
MCY icon

Avior Wealth Management’s Mercury Insurance MCY Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-158
Closed -$10.5K – 1682
2024
Q4 		$10.5K Sell
158
-25
-14% -$1.76K ﹤0.01% 1603
2024
Q3 		$11.5K Hold
183
– – ﹤0.01% 1509
2024
Q2 		$9.72K Sell
183
-5
-3% -$271 ﹤0.01% 1524
2024
Q1 		$9.7K Buy
+188
New +$8.29K ﹤0.01% 1887

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
DG Capital Management New York $475M AUM 36.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Avior Wealth Management's MCY Position: Q1 2025 in Review

Avior Wealth Management sold out of Mercury Insurance (MCY) in Q1 2025, closing a stake of 158 shares — an estimated $10.5K sold.

Avior Wealth Management first reported a position in MCY in Q1 2024 and held it in 4 quarters. The position peaked at $11.5K in Q3 2024. 252 funds tracked by Wall St. Rank hold MCY as of Q1 2025.

  • Avior Wealth Management reported no remaining Mercury Insurance position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 158 Mercury Insurance shares in Q1 2025, an estimated $10.5K.
  • Avior Wealth Management first reported a position in Mercury Insurance in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Mercury Insurance position peaked at $11.5K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.