Carson Wealth (CWM LLC)
MCY icon

Carson Wealth (CWM LLC)’s Mercury Insurance MCY Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.66M Buy
18,810
+111
+0.6% +$9.93K ﹤0.01% 1282
2025
Q4 		$1.76M Buy
18,699
+338
+2% +$29.3K ﹤0.01% 1201
2025
Q3 		$1.56M Buy
18,361
+4,358
+31% +$322K ﹤0.01% 1203
2025
Q2 		$943K Buy
14,003
+3,573
+34% +$213K ﹤0.01% 1266
2025
Q1 		$583K Buy
10,430
+6,372
+157% +$344K ﹤0.01% 1395
2024
Q4 		$270K Buy
4,058
+2,843
+234% +$200K ﹤0.01% 1658
2024
Q3 		$77K Buy
1,215
+652
+116% +$38.7K ﹤0.01% 2362
2024
Q2 		$30K Buy
563
+510
+962% +$27.6K ﹤0.01% 2836
2024
Q1 		$3K Hold
53
– – ﹤0.01% 3858
2023
Q4 		$2K Sell
53
-146
-73% -$5.06K ﹤0.01% 3817
2023
Q3 		$6K Sell
199
-56
-22% -$1.65K ﹤0.01% 3381
2023
Q2 		$8K Buy
255
+70
+38% +$2.13K ﹤0.01% 3214
2023
Q1 		$6K Buy
185
+40
+28% +$1.36K ﹤0.01% 3215
2022
Q4 		$5K Sell
145
-99
-41% -$3.29K ﹤0.01% 3195
2022
Q3 		$7K Buy
244
+235
+2,611% +$8.52K ﹤0.01% 2904
2022
Q2 		$0 Sell
9
-21
-70% -$1.04K ﹤0.01% 3982
2022
Q1 		$2K Buy
30
+9
+43% +$485 ﹤0.01% 3198
2021
Q4 		$1K Buy
+21
New +$1.13K ﹤0.01% 3335
2018
Q3 		– Sell
-21
Closed -$1K – 1931
2018
Q2 		$1K Buy
+21
New +$989 ﹤0.01% 1552

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
DG Capital Management New York $475M AUM 36.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MCY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Mercury Insurance (MCY) stake by 0.59% in Q1 2026, buying an estimated $9.93K and bringing the position to 18,810 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Carson Wealth (CWM LLC) first reported a position in MCY in Q2 2018 and has held it in 19 quarters since. The position peaked at $1.76M in Q4 2025. 308 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,810 shares of Mercury Insurance worth $1.66M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 111 Mercury Insurance shares in Q1 2026, an estimated $9.93K.
  • Mercury Insurance made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1282 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mercury Insurance in Q2 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Mercury Insurance position peaked at $1.76M in Q4 2025.
  • 308 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.