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Burney Company’s Mercury Insurance MCY Stock Holding History

Burney Company’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
-12,689
Closed -$562K – 560
2022
Q2 		$562K Hold
12,689
– – 0.03% 392
2022
Q1 		$698K Buy
12,689
+190
+2% +$10.2K 0.03% 380
2021
Q4 		$663K Buy
12,499
+245
+2% +$13.2K 0.03% 389
2021
Q3 		$682K Buy
12,254
+165
+1% +$9.85K 0.03% 368
2021
Q2 		$785K Buy
12,089
+1,374
+13% +$87.1K 0.04% 358
2021
Q1 		$652K Buy
10,715
+2,390
+29% +$137K 0.03% 373
2020
Q4 		$435K Buy
+8,325
New +$372K 0.02% 391

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
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
State Street
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
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

Burney Company's MCY Position: Q3 2022 in Review

Burney Company sold out of Mercury Insurance (MCY) in Q3 2022, closing a stake of 12,689 shares — an estimated $562K sold.

Burney Company first reported a position in MCY in Q4 2020 and held it in 7 quarters. The position peaked at $785K in Q2 2021. 204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

  • Burney Company reported no remaining Mercury Insurance position as of Q3 2022 after selling out during the quarter.
  • Burney Company sold 12,689 Mercury Insurance shares in Q3 2022, an estimated $562K.
  • Burney Company first reported a position in Mercury Insurance in Q4 2020 and held it in 7 quarters.
  • Burney Company's Mercury Insurance position peaked at $785K in Q2 2021.
  • 204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on Burney Company's 13F filing for Q3 2022, filed 15 Nov 2022.