Corient Private Wealth
MCY icon

Corient Private Wealth’s Mercury Insurance MCY Stock Holding History

Corient Private Wealth’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
2026
Q2 		$245K Buy
+2,297
New +$226K ﹤0.01% 2684
2025
Q3 		– Sell
-3,846
Closed -$259K – 2637
2025
Q2 		$259K Buy
+3,846
New +$229K ﹤0.01% 2081

Other funds holding MCY

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Corient Private Wealth's MCY Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Mercury Insurance (MCY) in Q2 2026: 2,297 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #2684 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in MCY as recently as Q2 2025.

Corient Private Wealth first reported a position in MCY in Q2 2025 and has held it in 2 quarters since. The position peaked at $259K in Q2 2025. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Corient Private Wealth held 2,297 shares of Mercury Insurance worth $245K as of Q2 2026.
  • Mercury Insurance was a new Corient Private Wealth position in Q2 2026.
  • Mercury Insurance made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2684 holding.
  • Corient Private Wealth first reported a position in Mercury Insurance in Q2 2025 and has held it in 2 quarters since.
  • Corient Private Wealth's Mercury Insurance position peaked at $259K in Q2 2025.
  • 348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.