Creative Planning
MCY icon

Creative Planning’s Mercury Insurance MCY Stock Holding History

Creative Planning’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
Q1 		$1.14M Buy
12,903
+1,500
+13% +$134K ﹤0.01% 2354
2025
Q4 		$1.07M Buy
11,403
+3,644
+47% +$316K ﹤0.01% 2220
2025
Q3 		$658K Buy
+7,759
New +$573K ﹤0.01% 2485
2025
Q1 		– Sell
-42
Closed -$2.79K – 3626
2024
Q4 		$2.79K Buy
+42
New +$2.95K ﹤0.01% 3443
2017
Q3 		– Sell
-400
Closed -$22K – 2951
2017
Q2 		$22K Hold
400
– – ﹤0.01% 3119
2017
Q1 		$24K Sell
400
-1,000
-71% -$59.7K ﹤0.01% 3007
2016
Q4 		$84K Buy
1,400
+950
+211% +$54K ﹤0.01% 1986
2016
Q3 		$25K Sell
450
-250
-36% -$13.5K ﹤0.01% 2899
2016
Q2 		$37K Buy
700
+184
+36% +$9.68K ﹤0.01% 2351
2016
Q1 		$29K Buy
516
+241
+88% +$12K ﹤0.01% 2486
2015
Q4 		$13K Sell
275
-31
-10% -$1.57K ﹤0.01% 3122
2015
Q3 		$15K Buy
+306
New +$16.4K ﹤0.01% 2953
2015
Q2 		– Sell
-506
Closed -$29K – 2206
2015
Q1 		$29K Sell
506
-16
-3% -$899 ﹤0.01% 2428
2014
Q4 		$30K Buy
522
+170
+48% +$9.1K ﹤0.01% 2345
2014
Q3 		$17K Buy
352
+174
+98% +$8.59K ﹤0.01% 2635
2014
Q2 		$8K Buy
178
+31
+21% +$1.46K ﹤0.01% 2996
2014
Q1 		$7K Buy
147
+15
+11% +$685 ﹤0.01% 2930
2013
Q4 		$7K Buy
132
+26
+25% +$1.26K ﹤0.01% 2718
2013
Q3 		$5K Hold
106
– – ﹤0.01% 2731
2013
Q2 		$5K Buy
+106
New +$4.56K ﹤0.01% 2549

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Creative Planning's MCY Position: Q1 2026 in Review

Creative Planning increased its Mercury Insurance (MCY) stake by 13% in Q1 2026, buying an estimated $134K and bringing the position to 12,903 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

Creative Planning first reported a position in MCY in Q2 2013 and has held it in 20 quarters since. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • Creative Planning held 12,903 shares of Mercury Insurance worth $1.14M as of Q1 2026.
  • Creative Planning bought 1,500 Mercury Insurance shares in Q1 2026, an estimated $134K.
  • Mercury Insurance made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2354 holding.
  • Creative Planning first reported a position in Mercury Insurance in Q2 2013 and has held it in 20 quarters since.
  • 305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.