Cerity Partners’s Mercury Insurance MCY Stock Holding History

Cerity Partners’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	$1.86M	Buy	21,130 +1,488	+8%	+$133K	﹤0.01%	1527
2025 Q4	$1.85M	Buy	19,642 +1,423	+8%	+$123K	﹤0.01%	1406
2025 Q3	$1.54M	Buy	18,219 +10,250	+129%	+$756K	﹤0.01%	1404
2025 Q2	$537K	Buy	+7,969	New	+$474K	﹤0.01%	1819
2024 Q3	–	Sell	-7,424	Closed	-$395K	–	2578
2024 Q2	$395K	Sell	7,424 -1,492	-17%	-$80.8K	﹤0.01%	1666
2024 Q1	$460K	Sell	8,916 -18,279	-67%	-$806K	﹤0.01%	1634
2023 Q4	$1.01M	Sell	27,195 -6,685	-20%	-$232K	﹤0.01%	979
2023 Q3	$950K	Sell	33,880 -6,948	-17%	-$205K	﹤0.01%	773
2023 Q2	$1.24M	Sell	40,828 -638	-2%	-$19.5K	﹤0.01%	859
2023 Q1	$2.2M	Sell	41,466 -843	-2%	-$28.8K	0.01%	694
2022 Q4	$1.45M	Buy	+42,309	New	+$1.41M	0.01%	599

Other funds holding MCY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM

DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return

Cerity Partners's MCY Position: Q1 2026 in Review

Cerity Partners increased its Mercury Insurance (MCY) stake by 7.6% in Q1 2026, buying an estimated $133K and bringing the position to 21,130 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Cerity Partners first reported a position in MCY in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.2M in Q1 2023. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

Cerity Partners held 21,130 shares of Mercury Insurance worth $1.86M as of Q1 2026.
Cerity Partners bought 1,488 Mercury Insurance shares in Q1 2026, an estimated $133K.
Mercury Insurance made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1527 holding.
Cerity Partners first reported a position in Mercury Insurance in Q4 2022 and has held it in 11 quarters since.
Cerity Partners's Mercury Insurance position peaked at $2.2M in Q1 2023.
305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.