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
2025
Q3 		– Sell
-3,846
Closed -$259K – 2637
2025
Q2 		$259K Buy
+3,846
New +$229K ﹤0.01% 2081

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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
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Corient Private Wealth's MCY Position: Q3 2025 in Review

Corient Private Wealth sold out of Mercury Insurance (MCY) in Q3 2025, closing a stake of 3,846 shares — an estimated $259K sold.

Corient Private Wealth first reported a position in MCY in Q2 2025 and held it in 1 quarter. The position peaked at $259K in Q2 2025. 287 funds tracked by Wall St. Rank hold MCY as of Q3 2025.

  • Corient Private Wealth reported no remaining Mercury Insurance position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 3,846 Mercury Insurance shares in Q3 2025, an estimated $259K.
  • Corient Private Wealth first reported a position in Mercury Insurance in Q2 2025 and held it in 1 quarter.
  • Corient Private Wealth's Mercury Insurance position peaked at $259K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.