Capstone Investment Advisors
MCY icon

Capstone Investment Advisors’s Mercury Insurance MCY Stock Holding History

Capstone Investment Advisors’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
2025
Q3 		– Sell
-4,757
Closed -$320K – 1997
2025
Q2 		$320K Buy
+4,757
New +$283K ﹤0.01% 1358
2016
Q3 		– Sell
-4,994
Closed -$265K – 849
2016
Q2 		$265K Sell
4,994
-2,694
-35% -$142K 0.01% 584
2016
Q1 		$426K Buy
+7,688
New +$383K 0.01% 448

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DCM
DG Capital Management New York $475M AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capstone Investment Advisors's MCY Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Mercury Insurance (MCY) in Q3 2025, closing a stake of 4,757 shares — an estimated $320K sold.

Capstone Investment Advisors first reported a position in MCY in Q1 2016 and held it in 3 quarters. The position peaked at $426K in Q1 2016. 287 funds tracked by Wall St. Rank hold MCY as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Mercury Insurance position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,757 Mercury Insurance shares in Q3 2025, an estimated $320K.
  • Capstone Investment Advisors first reported a position in Mercury Insurance in Q1 2016 and held it in 3 quarters.
  • Capstone Investment Advisors's Mercury Insurance position peaked at $426K in Q1 2016.
  • 287 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.