CI
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CX Institutional’s Mercury Insurance MCY Stock Holding History

CX Institutional’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
Q3 		$4.83M Buy
+48,836
New +$5.13M 0.13% 178

Other funds holding MCY

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

CX Institutional's MCY Position: Q3 2026 in Review

CX Institutional opened a new position in Mercury Insurance (MCY) in Q3 2026: 48,836 shares worth $4.83M. The stake represents 0.13% of the portfolio and ranks #178 among its holdings.

12 funds tracked by Wall St. Rank hold MCY as of Q3 2026.

  • CX Institutional held 48,836 shares of Mercury Insurance worth $4.83M as of Q3 2026.
  • Mercury Insurance was a new CX Institutional position in Q3 2026.
  • Mercury Insurance made up 0.13% of CX Institutional's portfolio in Q3 2026, its #178 holding.
  • 12 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.