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Bay Harbor Wealth Management’s Mercury Insurance MCY Stock Holding History

Bay Harbor 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 		$1.6K Buy
15
+4
+36% +$394 ﹤0.01% 726
2026
Q1 		$969 Buy
11
+4
+57% +$358 ﹤0.01% 789
2025
Q4 		$658 Buy
7
+2
+40% +$174 ﹤0.01% 755
2025
Q3 		$423 Hold
5
– – ﹤0.01% 787
2025
Q2 		$336 Buy
5
+2
+67% +$119 ﹤0.01% 763
2025
Q1 		$167 Buy
+3
New +$162 ﹤0.01% 733

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

Bay Harbor Wealth Management's MCY Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Mercury Insurance (MCY) stake by 36% in Q2 2026, buying an estimated $394 and bringing the position to 15 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Bay Harbor Wealth Management first reported a position in MCY in Q1 2025 and has held it in 6 quarters since. 349 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Bay Harbor Wealth Management held 15 shares of Mercury Insurance worth $1.6K as of Q2 2026.
  • Bay Harbor Wealth Management bought 4 Mercury Insurance shares in Q2 2026, an estimated $394.
  • Mercury Insurance made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #726 holding.
  • Bay Harbor Wealth Management first reported a position in Mercury Insurance in Q1 2025 and has held it in 6 quarters since.
  • 349 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.