CoreCap Advisors’s Mercury Insurance MCY Stock Holding History

CoreCap 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
2025 Q2	–	Sell	-3	Closed	-$168	–	3047
2025 Q1	$168	Sell	3 -14	-82%	-$755	﹤0.01%	3008
2024 Q4	$1.13K	Buy	+17	New	+$1.2K	﹤0.01%	2357
2022 Q4	$5.99K	Buy	+175	New	+$5.82K	﹤0.01%	1705
2022 Q3	–	Sell	-2,175	Closed	-$96K	–	1441
2022 Q2	$96K	Buy	+2,175	New	+$108K	0.01%	706
2022 Q1	–	Sell	-3,225	Closed	-$171K	–	1439
2021 Q4	$171K	Buy	+3,225	New	+$173K	0.01%	567

Other funds holding MCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

DG Capital Management New York $475M AUM 36.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

CoreCap Advisors's MCY Position: Q2 2025 in Review

CoreCap Advisors sold out of Mercury Insurance (MCY) in Q2 2025, closing a stake of 3 shares — an estimated $168 sold.

CoreCap Advisors first reported a position in MCY in Q4 2021 and held it in 5 quarters. The position peaked at $171K in Q4 2021. 265 funds tracked by Wall St. Rank hold MCY as of Q2 2025.

CoreCap Advisors reported no remaining Mercury Insurance position as of Q2 2025 after selling out during the quarter.
CoreCap Advisors sold 3 Mercury Insurance shares in Q2 2025, an estimated $168.
CoreCap Advisors first reported a position in Mercury Insurance in Q4 2021 and held it in 5 quarters.
CoreCap Advisors's Mercury Insurance position peaked at $171K in Q4 2021.
265 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2025.

Based on CoreCap Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.