Bogle Investment Management’s Mercury Insurance MCY Stock Holding History

Bogle Investment 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
2020 Q4	–	Sell	-73,063	Closed	-$3.02M	–	213
2020 Q3	$3.02M	Buy	73,063 +14,178	+24%	+$609K	0.89%	48
2020 Q2	$2.4M	Hold	58,885	–	–	0.4%	117
2020 Q1	$2.4M	Buy	+58,885	New	+$2.69M	0.25%	116
2019 Q4	–	Sell	-10,973	Closed	-$613K	–	293
2019 Q3	$613K	Buy	+10,973	New	+$628K	0.05%	212

Other funds holding MCY

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AWM

Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bogle Investment Management's MCY Position: Q4 2020 in Review

Bogle Investment Management sold out of Mercury Insurance (MCY) in Q4 2020, closing a stake of 73,063 shares — an estimated $3.02M sold.

Bogle Investment Management first reported a position in MCY in Q3 2019 and held it in 4 quarters. The position peaked at $3.02M in Q3 2020. 232 funds tracked by Wall St. Rank hold MCY as of Q4 2020.

Bogle Investment Management reported no remaining Mercury Insurance position as of Q4 2020 after selling out during the quarter.
Bogle Investment Management sold 73,063 Mercury Insurance shares in Q4 2020, an estimated $3.02M.
Bogle Investment Management first reported a position in Mercury Insurance in Q3 2019 and held it in 4 quarters.
Bogle Investment Management's Mercury Insurance position peaked at $3.02M in Q3 2020.
232 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.