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 Q2	$960K	Hold	9,000	–	–	0.4%	57
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carl P. Sherr & Co's MCY Position: Q2 2026 in Review

Carl P. Sherr & Co held its Mercury Insurance (MCY) position steady in Q2 2026 at 9,000 shares worth $960K. The position accounts for 0.4% of the portfolio, ranked #57.

Carl P. Sherr & Co first reported a position in MCY in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

Carl P. Sherr & Co held 9,000 shares of Mercury Insurance worth $960K as of Q2 2026.
Carl P. Sherr & Co left its Mercury Insurance share count unchanged in Q2 2026.
Mercury Insurance made up 0.4% of Carl P. Sherr & Co's portfolio in Q2 2026, its #57 holding.
Carl P. Sherr & Co first reported a position in Mercury Insurance in Q4 2025 and has held it in 3 quarters since.
348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Carl P. Sherr & Co's 13F filing for Q2 2026, filed 3 Aug 2026.