CWM
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Chesapeake Wealth Management’s Mercury Insurance MCY Stock Holding History

Chesapeake Wealth Management’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
2021
Q3 		– Sell
-3,812
Closed -$248K – 209
2021
Q2 		$248K Sell
3,812
-2,388
-39% -$151K 0.08% 203
2021
Q1 		$377K Buy
+6,200
New +$355K 0.13% 158

Other funds holding MCY

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Chesapeake Wealth Management's MCY Position: Q3 2021 in Review

Chesapeake Wealth Management sold out of Mercury Insurance (MCY) in Q3 2021, closing a stake of 3,812 shares — an estimated $248K sold.

Chesapeake Wealth Management first reported a position in MCY in Q1 2021 and held it in 2 quarters. The position peaked at $377K in Q1 2021. 244 funds tracked by Wall St. Rank hold MCY as of Q3 2021.

  • Chesapeake Wealth Management reported no remaining Mercury Insurance position as of Q3 2021 after selling out during the quarter.
  • Chesapeake Wealth Management sold 3,812 Mercury Insurance shares in Q3 2021, an estimated $248K.
  • Chesapeake Wealth Management first reported a position in Mercury Insurance in Q1 2021 and held it in 2 quarters.
  • Chesapeake Wealth Management's Mercury Insurance position peaked at $377K in Q1 2021.
  • 244 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2021.

Based on Chesapeake Wealth Management's 13F filing for Q3 2021, filed 26 Oct 2021.