Counterpoint Mutual Funds’s Mercury Insurance MCY Stock Holding History

Counterpoint Mutual Funds’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	-39,999	Closed	-$2.69M	–	418
2025 Q2	$2.69M	Buy	+39,999	New	+$2.38M	0.24%	9
2024 Q4	–	Sell	-4,016	Closed	-$253K	–	357
2024 Q3	$253K	Sell	4,016 -13,024	-76%	-$774K	0.05%	215
2024 Q2	$906K	Buy	17,040 +6,703	+65%	+$363K	0.21%	24
2024 Q1	$533K	Buy	+10,337	New	+$456K	0.13%	40
2023 Q4	–	Sell	-3,084	Closed	-$86.4K	–	213
2023 Q3	$86.4K	Buy	+3,084	New	+$91K	0.07%	259
2023 Q2	–	Sell	-3,531	Closed	-$112K	–	411
2023 Q1	$112K	Sell	3,531 -969	-22%	-$33.1K	0.1%	123
2022 Q4	$154K	Buy	+4,500	New	+$150K	0.16%	60
2021 Q3	–	Sell	-209	Closed	-$14K	–	207
2021 Q2	$14K	Buy	+209	New	+$13.2K	0.01%	15

Other funds holding MCY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Counterpoint Mutual Funds's MCY Position: Q3 2025 in Review

Counterpoint Mutual Funds sold out of Mercury Insurance (MCY) in Q3 2025, closing a stake of 39,999 shares — an estimated $2.69M sold.

Counterpoint Mutual Funds first reported a position in MCY in Q2 2021 and held it in 8 quarters. The position peaked at $2.69M in Q2 2025. 287 funds tracked by Wall St. Rank hold MCY as of Q3 2025.

Counterpoint Mutual Funds reported no remaining Mercury Insurance position as of Q3 2025 after selling out during the quarter.
Counterpoint Mutual Funds sold 39,999 Mercury Insurance shares in Q3 2025, an estimated $2.69M.
Counterpoint Mutual Funds first reported a position in Mercury Insurance in Q2 2021 and held it in 8 quarters.
Counterpoint Mutual Funds's Mercury Insurance position peaked at $2.69M in Q2 2025.
287 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2025, filed 10 Nov 2025.