Blue Trust Inc’s Mercury Insurance MCY Stock Holding History

Blue Trust 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
2025 Q4	–	Sell	-867	Closed	-$73.5K	–	2656
2025 Q3	$73.5K	Hold	867	–	–	﹤0.01%	1214
2025 Q2	$58.4K	Buy	867 +31	+4%	+$1.84K	﹤0.01%	1315
2025 Q1	$46.7K	Buy	+836	New	+$45.1K	﹤0.01%	1403
2024 Q4	–	Sell	-1,151	Closed	-$61.2K	–	2757
2024 Q3	$61.2K	Buy	1,151 +482	+72%	+$28.6K	﹤0.01%	1473
2024 Q2	$34.5K	Buy	669 +661	+8,263%	+$35.8K	﹤0.01%	1425
2024 Q1	$413	Sell	8 -486	-98%	-$21.4K	﹤0.01%	2022
2023 Q4	$14K	Buy	+494	New	+$17.1K	﹤0.01%	1454
2023 Q2	–	Sell	-3,493	Closed	-$120K	–	2325
2023 Q1	$120K	Buy	3,493 +2,882	+472%	+$98.3K	﹤0.01%	711
2022 Q4	$17K	Sell	611 -166	-21%	-$5.52K	﹤0.01%	1348
2022 Q3	$34K	Buy	777 +581	+296%	+$21.1K	﹤0.01%	892
2022 Q2	$11K	Buy	+196	New	+$9.69K	﹤0.01%	1172

Other funds holding MCY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return