CastleKeep Investment Advisors
MCY icon

CastleKeep Investment Advisors’s Mercury Insurance MCY Stock Holding History

CastleKeep Investment 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
2025
Q2 		– Sell
-25,034
Closed -$1.4M – 94
2025
Q1 		$1.4M Sell
25,034
-286
-1% -$15.4K 0.72% 38
2024
Q4 		$1.68M Buy
+25,320
New +$1.78M 1.18% 23

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Geode Capital Management
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DCM
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Arrowstreet Capital
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WHG
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CastleKeep Investment Advisors's MCY Position: Q2 2025 in Review

CastleKeep Investment Advisors sold out of Mercury Insurance (MCY) in Q2 2025, closing a stake of 25,034 shares — an estimated $1.4M sold.

CastleKeep Investment Advisors first reported a position in MCY in Q4 2024 and held it in 2 quarters. The position peaked at $1.68M in Q4 2024. 265 funds tracked by Wall St. Rank hold MCY as of Q2 2025.

  • CastleKeep Investment Advisors reported no remaining Mercury Insurance position as of Q2 2025 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 25,034 Mercury Insurance shares in Q2 2025, an estimated $1.4M.
  • CastleKeep Investment Advisors first reported a position in Mercury Insurance in Q4 2024 and held it in 2 quarters.
  • CastleKeep Investment Advisors's Mercury Insurance position peaked at $1.68M in Q4 2024.
  • 265 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2025.

Based on CastleKeep Investment Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.