CastleKeep Investment Advisors’s Mercury Insurance MCY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25,034	Closed	-$1.4M	–	94
2025 Q1	$1.4M	Sell	25,034 -286	-1%	-$16K	0.72%	38
2024 Q4	$1.68M	Buy	+25,320	New	+$1.68M	1.18%	23