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Baron Wealth Management’s Mercury Insurance MCY Stock Holding History

Baron 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
2026
Q2 		$230K Buy
+2,156
New +$212K 0.06% 259

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baron Wealth Management's MCY Position: Q2 2026 in Review

Baron Wealth Management opened a new position in Mercury Insurance (MCY) in Q2 2026: 2,156 shares worth $230K. The stake represents 0.06% of the portfolio and ranks #259 among its holdings.

348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Baron Wealth Management held 2,156 shares of Mercury Insurance worth $230K as of Q2 2026.
  • Mercury Insurance was a new Baron Wealth Management position in Q2 2026.
  • Mercury Insurance made up 0.06% of Baron Wealth Management's portfolio in Q2 2026, its #259 holding.
  • 348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.