CW
MCY icon

Curio Wealth’s Mercury Insurance MCY Stock Holding History

Curio 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 		– Sell
-2
Closed -$176 – 707
2026
Q1 		$176 Buy
+2
New +$179 ﹤0.01% 817

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Curio Wealth's MCY Position: Q2 2026 in Review

Curio Wealth sold out of Mercury Insurance (MCY) in Q2 2026, closing a stake of 2 shares — an estimated $176 sold.

Curio Wealth first reported a position in MCY in Q1 2026 and held it in 1 quarter. The position peaked at $176 in Q1 2026. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Curio Wealth reported no remaining Mercury Insurance position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 2 Mercury Insurance shares in Q2 2026, an estimated $176.
  • Curio Wealth first reported a position in Mercury Insurance in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's Mercury Insurance position peaked at $176 in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.