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
Q3 		$458K Buy
4,633
+44
+1% +$4.62K ﹤0.01% 2299
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% -$5.2K ﹤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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
DG Capital Management
DG Capital Management New York $451M AUM 20.71% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors's MCY Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its Mercury Insurance (MCY) stake by 0.96% in Q3 2026, buying an estimated $4.62K and bringing the position to 4,633 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

CAPTRUST Financial Advisors first reported a position in MCY in Q3 2020 and has held it in 13 quarters since. The position peaked at $489K in Q2 2026. 227 funds tracked by Wall St. Rank hold MCY as of Q3 2026.

  • CAPTRUST Financial Advisors held 4,633 shares of Mercury Insurance worth $458K as of Q3 2026.
  • CAPTRUST Financial Advisors bought 44 Mercury Insurance shares in Q3 2026, an estimated $4.62K.
  • Mercury Insurance made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2299 holding.
  • CAPTRUST Financial Advisors first reported a position in Mercury Insurance in Q3 2020 and has held it in 13 quarters since.
  • CAPTRUST Financial Advisors's Mercury Insurance position peaked at $489K in Q2 2026.
  • 227 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.