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Convergence Financial’s Mercury Insurance MCY Stock Holding History

Convergence Financial’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
-12,132
Closed -$1.03M – 198
2025
Q3 		$1.03M Buy
12,132
+3,778
+45% +$279K 0.15% 82
2025
Q2 		$563K Buy
8,354
+4,201
+101% +$250K 0.1% 107
2025
Q1 		$232K Buy
+4,153
New +$224K 0.05% 158

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Convergence Financial's MCY Position: Q4 2025 in Review

Convergence Financial sold out of Mercury Insurance (MCY) in Q4 2025, closing a stake of 12,132 shares — an estimated $1.03M sold.

Convergence Financial first reported a position in MCY in Q1 2025 and held it in 3 quarters. The position peaked at $1.03M in Q3 2025. 314 funds tracked by Wall St. Rank hold MCY as of Q4 2025.

  • Convergence Financial reported no remaining Mercury Insurance position as of Q4 2025 after selling out during the quarter.
  • Convergence Financial sold 12,132 Mercury Insurance shares in Q4 2025, an estimated $1.03M.
  • Convergence Financial first reported a position in Mercury Insurance in Q1 2025 and held it in 3 quarters.
  • Convergence Financial's Mercury Insurance position peaked at $1.03M in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2025.

Based on Convergence Financial's 13F filing for Q4 2025, filed 11 Feb 2026.