DT
MCY icon

Diversified Trust’s Mercury Insurance MCY Stock Holding History

Diversified Trust’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 		$1.17M Buy
+10,983
New +$1.08M 0.02% 446
2025
Q1 		– Sell
-8,909
Closed -$592K – 992
2024
Q4 		$592K Buy
8,909
+801
+10% +$56.3K 0.01% 544
2024
Q3 		$511K Sell
8,108
-50
-0.6% -$2.97K 0.01% 579
2024
Q2 		$434K Buy
8,158
+326
+4% +$17.7K 0.01% 576
2024
Q1 		$404K Buy
7,832
+369
+5% +$16.3K 0.01% 569
2023
Q4 		$278K Buy
+7,463
New +$259K 0.01% 686

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 $3.37T AUM 44.26% 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

Diversified Trust's MCY Position: Q2 2026 in Review

Diversified Trust opened a new position in Mercury Insurance (MCY) in Q2 2026: 10,983 shares worth $1.17M. The stake represents 0.02% of the portfolio and ranks #446 among its holdings. This is a return to the name: Diversified Trust previously reported a position in MCY as recently as Q4 2024.

Diversified Trust first reported a position in MCY in Q4 2023 and has held it in 6 quarters since. 349 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Diversified Trust held 10,983 shares of Mercury Insurance worth $1.17M as of Q2 2026.
  • Mercury Insurance was a new Diversified Trust position in Q2 2026.
  • Mercury Insurance made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #446 holding.
  • Diversified Trust first reported a position in Mercury Insurance in Q4 2023 and has held it in 6 quarters since.
  • 349 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.