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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
Q2 		$377K Buy
3,536
+33
+0.9% +$3.25K 0.04% 338
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Claro Advisors's MCY Position: Q2 2026 in Review

Claro Advisors increased its Mercury Insurance (MCY) stake by 0.94% in Q2 2026, buying an estimated $3.25K and bringing the position to 3,536 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #338.

Claro Advisors first reported a position in MCY in Q4 2018 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Claro Advisors held 3,536 shares of Mercury Insurance worth $377K as of Q2 2026.
  • Claro Advisors bought 33 Mercury Insurance shares in Q2 2026, an estimated $3.25K.
  • Mercury Insurance made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #338 holding.
  • Claro Advisors first reported a position in Mercury Insurance in Q4 2018 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.