Clearstead Trust’s Mercury Insurance MCY Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-8	Closed	-$679	–	1316
2025 Q3	$679	Hold	8	–	–	﹤0.01%	1317
2025 Q2	$539	Buy	+8	New	+$476	﹤0.01%	1316

Other funds holding MCY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Clearstead Trust's MCY Position: Q4 2025 in Review

Clearstead Trust sold out of Mercury Insurance (MCY) in Q4 2025, closing a stake of 8 shares — an estimated $679 sold.

Clearstead Trust first reported a position in MCY in Q2 2025 and held it in 2 quarters. The position peaked at $679 in Q3 2025. 314 funds tracked by Wall St. Rank hold MCY as of Q4 2025.

Clearstead Trust reported no remaining Mercury Insurance position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 8 Mercury Insurance shares in Q4 2025, an estimated $679.
Clearstead Trust first reported a position in Mercury Insurance in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Mercury Insurance position peaked at $679 in Q3 2025.
314 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.