DWM
MCY icon

Dakota Wealth Management’s Mercury Insurance MCY Stock Holding History

Dakota Wealth Management’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 		– Sell
-6,362
Closed -$598K – 808
2025
Q4 		$598K Buy
+6,362
New +$552K 0.01% 513
2021
Q2 		– Sell
-90,528
Closed -$5.5M – 346
2021
Q1 		$5.5M Buy
90,528
+39,188
+76% +$2.24M 0.72% 37
2020
Q4 		$2.68M Buy
+51,340
New +$2.3M 0.35% 78

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
DG Capital Management New York $475M AUM 36.12% 1-Year Est. Return

Dakota Wealth Management's MCY Position: Q1 2026 in Review

Dakota Wealth Management sold out of Mercury Insurance (MCY) in Q1 2026, closing a stake of 6,362 shares — an estimated $598K sold.

Dakota Wealth Management first reported a position in MCY in Q4 2020 and held it in 3 quarters. The position peaked at $5.5M in Q1 2021. 308 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • Dakota Wealth Management reported no remaining Mercury Insurance position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 6,362 Mercury Insurance shares in Q1 2026, an estimated $598K.
  • Dakota Wealth Management first reported a position in Mercury Insurance in Q4 2020 and held it in 3 quarters.
  • Dakota Wealth Management's Mercury Insurance position peaked at $5.5M in Q1 2021.
  • 308 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.