CAPTRUST Financial Advisors
MCY icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return

CAPTRUST Financial Advisors's MCY Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Mercury Insurance (MCY) stake by 0.82% in Q1 2026, buying an estimated $3.22K and bringing the position to 4,414 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

CAPTRUST Financial Advisors first reported a position in MCY in Q3 2020 and has held it in 11 quarters since. The position peaked at $412K in Q4 2025. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • CAPTRUST Financial Advisors held 4,414 shares of Mercury Insurance worth $389K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 36 Mercury Insurance shares in Q1 2026, an estimated $3.22K.
  • Mercury Insurance made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2202 holding.
  • CAPTRUST Financial Advisors first reported a position in Mercury Insurance in Q3 2020 and has held it in 11 quarters since.
  • CAPTRUST Financial Advisors's Mercury Insurance position peaked at $412K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.