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Concourse Financial Group Securities’s Mercury Insurance MCY Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-588
Closed -$28K – 1257
2024
Q4 		$28K Sell
588
-2,607
-82% -$183K ﹤0.01% 1434
2024
Q3 		$201K Buy
3,195
+3,078
+2,631% +$183K 0.01% 713
2024
Q2 		$6.22K Buy
+117
New +$6.34K ﹤0.01% 1816
2020
Q1 		– Sell
-100
Closed -$4.56K – 2246
2019
Q4 		$5K Buy
+100
New +$5.03K ﹤0.01% 1626
2019
Q3 		– Sell
-100
Closed -$5.72K – 1991
2019
Q2 		$6K Hold
100
– – ﹤0.01% 1670
2019
Q1 		$5K Hold
100
– – ﹤0.01% 1742
2018
Q4 		$5K Buy
+100
New +$5.44K ﹤0.01% 1667

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Concourse Financial Group Securities's MCY Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Mercury Insurance (MCY) in Q1 2025, closing a stake of 588 shares — an estimated $28K sold.

Concourse Financial Group Securities first reported a position in MCY in Q4 2018 and held it in 7 quarters. The position peaked at $201K in Q3 2024. 252 funds tracked by Wall St. Rank hold MCY as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Mercury Insurance position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 588 Mercury Insurance shares in Q1 2025, an estimated $28K.
  • Concourse Financial Group Securities first reported a position in Mercury Insurance in Q4 2018 and held it in 7 quarters.
  • Concourse Financial Group Securities's Mercury Insurance position peaked at $201K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.