CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Mercury Insurance MCY Stock Holding History

CAPTRUST Financial 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
2026
Q2 		$489K Buy
4,589
+175
+4% +$17.2K ﹤0.01% 2191
2026
Q1 		$389K Buy
4,414
+36
+0.8% +$3.22K ﹤0.01% 2202
2025
Q4 		$412K Sell
4,378
-60
-1% -$5.21K ﹤0.01% 2022
2025
Q3 		$376K Buy
+4,438
New +$327K ﹤0.01% 2011
2022
Q3 		– Sell
-1,334
Closed -$59K – 3222
2022
Q2 		$59K Buy
1,334
+90
+7% +$4.45K ﹤0.01% 2611
2022
Q1 		$68K Buy
1,244
+239
+24% +$12.9K ﹤0.01% 2559
2021
Q4 		$53K Buy
1,005
+125
+14% +$6.71K ﹤0.01% 2624
2021
Q3 		$49K Buy
880
+5
+0.6% +$299 ﹤0.01% 2594
2021
Q2 		$57K Sell
875
-5
-0.6% -$317 ﹤0.01% 2436
2021
Q1 		$54K Buy
880
+430
+96% +$24.6K ﹤0.01% 2388
2020
Q4 		$23K Buy
450
+50
+13% +$2.24K ﹤0.01% 2182
2020
Q3 		$16K Buy
+400
New +$17.2K ﹤0.01% 2076

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CAPTRUST Financial Advisors's MCY Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Mercury Insurance (MCY) stake by 4% in Q2 2026, buying an estimated $17.2K and bringing the position to 4,589 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

CAPTRUST Financial Advisors first reported a position in MCY in Q3 2020 and has held it in 12 quarters since. 349 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • CAPTRUST Financial Advisors held 4,589 shares of Mercury Insurance worth $489K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 175 Mercury Insurance shares in Q2 2026, an estimated $17.2K.
  • Mercury Insurance made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2191 holding.
  • CAPTRUST Financial Advisors first reported a position in Mercury Insurance in Q3 2020 and has held it in 12 quarters since.
  • 349 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.