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Coldstream Capital Management’s Mercury Insurance MCY Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-19
Closed -$1.06K – 2396
2025
Q1 		$1.06K Buy
+19
New +$1.02K ﹤0.01% 3173

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Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Coldstream Capital Management's MCY Position: Q2 2025 in Review

Coldstream Capital Management sold out of Mercury Insurance (MCY) in Q2 2025, closing a stake of 19 shares — an estimated $1.06K sold.

Coldstream Capital Management first reported a position in MCY in Q1 2025 and held it in 1 quarter. The position peaked at $1.06K in Q1 2025. 265 funds tracked by Wall St. Rank hold MCY as of Q2 2025.

  • Coldstream Capital Management reported no remaining Mercury Insurance position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 19 Mercury Insurance shares in Q2 2025, an estimated $1.06K.
  • Coldstream Capital Management first reported a position in Mercury Insurance in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Mercury Insurance position peaked at $1.06K in Q1 2025.
  • 265 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.