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Chartwell Investment Partners’s Mercury Insurance MCY Stock Holding History

Chartwell Investment 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
2024
Q3 		$1.1M Buy
17,450
+140
+0.8% +$8.32K 0.04% 351
2024
Q2 		$920K Buy
+17,310
New +$938K 0.03% 352

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chartwell Investment Partners's MCY Position: Q3 2024 in Review

Chartwell Investment Partners increased its Mercury Insurance (MCY) stake by 0.81% in Q3 2024, buying an estimated $8.32K and bringing the position to 17,450 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #351.

Chartwell Investment Partners first reported a position in MCY in Q2 2024 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold MCY as of Q3 2024.

  • Chartwell Investment Partners held 17,450 shares of Mercury Insurance worth $1.1M as of Q3 2024.
  • Chartwell Investment Partners bought 140 Mercury Insurance shares in Q3 2024, an estimated $8.32K.
  • Mercury Insurance made up 0.04% of Chartwell Investment Partners's portfolio in Q3 2024, its #351 holding.
  • Chartwell Investment Partners first reported a position in Mercury Insurance in Q2 2024 and has held it in 2 quarters since.
  • 262 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.