Burns Matteson Capital Management’s Mercury Insurance MCY Stock Holding History

Burns Matteson Capital 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
2026 Q3	$532K	Buy	+5,380	New	+$565K	0.18%	96

Other funds holding MCY

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Burns Matteson Capital Management's MCY Position: Q3 2026 in Review

Burns Matteson Capital Management opened a new position in Mercury Insurance (MCY) in Q3 2026: 5,380 shares worth $532K. The stake represents 0.18% of the portfolio and ranks #96 among its holdings.

25 funds tracked by Wall St. Rank hold MCY as of Q3 2026.

Burns Matteson Capital Management held 5,380 shares of Mercury Insurance worth $532K as of Q3 2026.
Mercury Insurance was a new Burns Matteson Capital Management position in Q3 2026.
Mercury Insurance made up 0.18% of Burns Matteson Capital Management's portfolio in Q3 2026, its #96 holding.
25 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2026.

Based on Burns Matteson Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.