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Clearstead Advisors’s Mercury Insurance MCY Stock Holding History

Clearstead 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 		$854 Buy
+8
New +$788 ﹤0.01% 2745
2026
Q1 		– Sell
-4
Closed -$377 – 2610
2025
Q4 		$377 Sell
4
-44
-92% -$3.82K ﹤0.01% 2341
2025
Q3 		$4.07K Buy
48
+43
+860% +$3.17K ﹤0.01% 2231
2025
Q2 		$337 Buy
+5
New +$297 ﹤0.01% 2529

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

Clearstead Advisors's MCY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Mercury Insurance (MCY) in Q2 2026: 8 shares worth $854. The stake represents ﹤0.01% of the portfolio and ranks #2745 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in MCY as recently as Q4 2025.

Clearstead Advisors first reported a position in MCY in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.07K in Q3 2025. 349 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Clearstead Advisors held 8 shares of Mercury Insurance worth $854 as of Q2 2026.
  • Mercury Insurance was a new Clearstead Advisors position in Q2 2026.
  • Mercury Insurance made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2745 holding.
  • Clearstead Advisors first reported a position in Mercury Insurance in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Mercury Insurance position peaked at $4.07K in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.