BC
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Brinker Capital’s Mercury Insurance MCY Stock Holding History

Brinker Capital’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
Q2 		$648K Buy
15,893
+3,598
+29% +$144K 0.02% 639
2020
Q1 		$501K Buy
12,295
+3,710
+43% +$169K 0.02% 641
2019
Q4 		$418K Buy
8,585
+56
+0.7% +$2.82K 0.01% 767
2019
Q3 		$477K Buy
8,529
+4,715
+124% +$270K 0.02% 712
2019
Q2 		$238K Buy
+3,814
New +$213K 0.01% 866
2019
Q1 		– Sell
-4,593
Closed -$238K – 945
2018
Q4 		$238K Sell
4,593
-5,521
-55% -$300K 0.01% 791
2018
Q3 		$507K Buy
10,114
+11
+0.1% +$548 0.02% 713
2018
Q2 		$460K Sell
10,103
-708
-7% -$33.4K 0.02% 741
2018
Q1 		$496K Buy
10,811
+5,074
+88% +$242K 0.02% 708
2017
Q4 		$307K Buy
5,737
+733
+15% +$40.3K 0.01% 845
2017
Q3 		$284K Buy
+5,004
New +$283K 0.01% 824

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return

Brinker Capital's MCY Position: Q2 2020 in Review

Brinker Capital increased its Mercury Insurance (MCY) stake by 29% in Q2 2020, buying an estimated $144K and bringing the position to 15,893 shares worth $648K. The position accounts for 0.02% of the portfolio, ranked #639.

Brinker Capital first reported a position in MCY in Q3 2017 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold MCY as of Q2 2020.

  • Brinker Capital held 15,893 shares of Mercury Insurance worth $648K as of Q2 2020.
  • Brinker Capital bought 3,598 Mercury Insurance shares in Q2 2020, an estimated $144K.
  • Mercury Insurance made up 0.02% of Brinker Capital's portfolio in Q2 2020, its #639 holding.
  • Brinker Capital first reported a position in Mercury Insurance in Q3 2017 and has held it in 11 quarters since.
  • 211 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.