Carl P. Sherr & Co’s Mercury Insurance MCY Stock Holding History

Carl P. Sherr & Co’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	$793K	Hold	9,000	–	–	0.37%	60
2025 Q4	$788K	Buy	+9,000	New	+$781K	0.35%	62

Other funds holding MCY

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Carl P. Sherr & Co's MCY Position: Q1 2026 in Review

Carl P. Sherr & Co held its Mercury Insurance (MCY) position steady in Q1 2026 at 9,000 shares worth $793K. The position accounts for 0.37% of the portfolio, ranked #60.

Carl P. Sherr & Co first reported a position in MCY in Q4 2025 and has held it in 2 quarters since. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

Carl P. Sherr & Co held 9,000 shares of Mercury Insurance worth $793K as of Q1 2026.
Carl P. Sherr & Co left its Mercury Insurance share count unchanged in Q1 2026.
Mercury Insurance made up 0.37% of Carl P. Sherr & Co's portfolio in Q1 2026, its #60 holding.
Carl P. Sherr & Co first reported a position in Mercury Insurance in Q4 2025 and has held it in 2 quarters since.
305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Carl P. Sherr & Co's 13F filing for Q1 2026, filed 7 May 2026.