DiNuzzo Private Wealth’s Mercury Insurance MCY Stock Holding History

DiNuzzo Private 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 Q3	$1.38K	Hold	14	–	–	﹤0.01%	772
2026 Q2	$1.49K	Hold	14	–	–	﹤0.01%	778
2026 Q1	$1.24K	Buy	14 +2	+17%	+$179	﹤0.01%	809
2025 Q4	$1.13K	Hold	12	–	–	﹤0.01%	839
2025 Q3	$928	Hold	12	–	–	﹤0.01%	896
2025 Q2	$809	Hold	12	–	–	﹤0.01%	924
2025 Q1	$671	Sell	12 -3	-20%	-$162	﹤0.01%	950
2024 Q4	$998	Buy	15 +3	+25%	+$211	﹤0.01%	854
2024 Q3	$756	Hold	12	–	–	﹤0.01%	965
2024 Q2	$638	Buy	12 +2	+20%	+$108	﹤0.01%	954
2024 Q1	$516	Hold	10	–	–	﹤0.01%	968
2023 Q4	$374	Buy	+10	New	+$347	﹤0.01%	1073

Other funds holding MCY

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

DiNuzzo Private Wealth's MCY Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Mercury Insurance (MCY) position steady in Q3 2026 at 14 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

DiNuzzo Private Wealth first reported a position in MCY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.49K in Q2 2026. 71 funds tracked by Wall St. Rank hold MCY as of Q3 2026.

DiNuzzo Private Wealth held 14 shares of Mercury Insurance worth $1.38K as of Q3 2026.
DiNuzzo Private Wealth left its Mercury Insurance share count unchanged in Q3 2026.
Mercury Insurance made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #772 holding.
DiNuzzo Private Wealth first reported a position in Mercury Insurance in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Mercury Insurance position peaked at $1.49K in Q2 2026.
71 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.