Claro Advisors’s Mercury Insurance MCY Stock Holding History

Claro 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
2026 Q1	$309K	Buy	+3,503	New	+$313K	0.04%	362
2019 Q1	–	Sell	-21	Closed	-$1K	–	631
2018 Q4	$1K	Buy	+21	New	+$1.14K	﹤0.01%	1028

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

Claro Advisors's MCY Position: Q1 2026 in Review

Claro Advisors opened a new position in Mercury Insurance (MCY) in Q1 2026: 3,503 shares worth $309K. The stake represents 0.04% of the portfolio and ranks #362 among its holdings. This is a return to the name: Claro Advisors previously reported a position in MCY as recently as Q4 2018.

Claro Advisors first reported a position in MCY in Q4 2018 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

Claro Advisors held 3,503 shares of Mercury Insurance worth $309K as of Q1 2026.
Mercury Insurance was a new Claro Advisors position in Q1 2026.
Mercury Insurance made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #362 holding.
Claro Advisors first reported a position in Mercury Insurance in Q4 2018 and has held it in 2 quarters since.
306 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.