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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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Blue Trust Inc's MCY Position: Q4 2025 in Review

Blue Trust Inc sold out of Mercury Insurance (MCY) in Q4 2025, closing a stake of 867 shares — an estimated $73.5K sold.

Blue Trust Inc first reported a position in MCY in Q2 2022 and held it in 11 quarters. The position peaked at $120K in Q1 2023. 315 funds tracked by Wall St. Rank hold MCY as of Q4 2025.

  • Blue Trust Inc reported no remaining Mercury Insurance position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 867 Mercury Insurance shares in Q4 2025, an estimated $73.5K.
  • Blue Trust Inc first reported a position in Mercury Insurance in Q2 2022 and held it in 11 quarters.
  • Blue Trust Inc's Mercury Insurance position peaked at $120K in Q1 2023.
  • 315 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.