Brinker Capital Investments’s Mercury Insurance MCY Stock Holding History

Brinker Capital Investments’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
2022 Q3	–	Sell	-19,796	Closed	-$877K	–	1368
2022 Q2	$877K	Sell	19,796 -2,236	-10%	-$111K	0.02%	792
2022 Q1	$1.21M	Buy	22,032 +4,010	+22%	+$216K	0.02%	723
2021 Q4	$956K	Sell	18,022 -6,327	-26%	-$340K	0.01%	834
2021 Q3	$1.58M	Hold	24,349	–	–	0.03%	617
2021 Q2	$1.58M	Buy	24,349 +2,145	+10%	+$136K	0.02%	672
2021 Q1	$1.35M	Sell	22,204 -22,828	-51%	-$1.31M	0.02%	615
2020 Q4	$2.35M	Buy	45,032 +26,067	+137%	+$1.17M	0.04%	516
2020 Q3	$785K	Buy	+18,965	New	+$815K	0.01%	770
2017 Q2	–	Sell	-5,875	Closed	-$358K	–	497
2017 Q1	$358K	Buy	5,875 +763	+15%	+$45.6K	0.01%	239
2016 Q4	$308K	Buy	+5,112	New	+$290K	0.01%	241

Other funds holding MCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AWM

Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SAIG

Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return

Brinker Capital Investments's MCY Position: Q3 2022 in Review

Brinker Capital Investments sold out of Mercury Insurance (MCY) in Q3 2022, closing a stake of 19,796 shares — an estimated $877K sold.

Brinker Capital Investments first reported a position in MCY in Q4 2016 and held it in 10 quarters. The position peaked at $2.35M in Q4 2020. 204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

Brinker Capital Investments reported no remaining Mercury Insurance position as of Q3 2022 after selling out during the quarter.
Brinker Capital Investments sold 19,796 Mercury Insurance shares in Q3 2022, an estimated $877K.
Brinker Capital Investments first reported a position in Mercury Insurance in Q4 2016 and held it in 10 quarters.
Brinker Capital Investments's Mercury Insurance position peaked at $2.35M in Q4 2020.
204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on Brinker Capital Investments's 13F filing for Q3 2022, filed 1 Nov 2022.