Cerity Partners’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 | $537K | Buy |
+7,969
| New | +$537K | ﹤0.01% | 1818 |
|
|
2024
Q3 | – | Sell |
-7,424
| Closed | -$395K | – | 2577 |
|
|
2024
Q2 | $395K | Sell |
7,424
-1,492
| -17% | -$79.3K | ﹤0.01% | 1664 |
|
|
2024
Q1 | $460K | Sell |
8,916
-18,279
| -67% | -$943K | ﹤0.01% | 1634 |
|
|
2023
Q4 | $1.01M | Sell |
27,195
-6,685
| -20% | -$249K | ﹤0.01% | 974 |
|
|
2023
Q3 | $950K | Sell |
33,880
-6,948
| -17% | -$195K | ﹤0.01% | 770 |
|
|
2023
Q2 | $1.24M | Sell |
40,828
-638
| -2% | -$19.3K | ﹤0.01% | 858 |
|
|
2023
Q1 | $2.2M | Sell |
41,466
-843
| -2% | -$44.8K | 0.01% | 693 |
|
|
2022
Q4 | $1.45M | Buy |
+42,309
| New | +$1.45M | 0.01% | 598 |
|