Edgestream Partners’s Mercury Insurance MCY Stock Holding History

Edgestream Partners’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	$808K	Buy	+7,576	New	+$746K	0.02%	704
2025 Q1	–	Sell	-45,768	Closed	-$3.04M	–	955
2024 Q4	$3.04M	Buy	45,768 +19,674	+75%	+$1.38M	0.13%	306
2024 Q3	$1.64M	Sell	26,094 -14,585	-36%	-$867K	0.07%	456
2024 Q2	$2.16M	Buy	+40,679	New	+$2.2M	0.1%	308
2023 Q3	–	Sell	-33,624	Closed	-$1.02M	–	905
2023 Q2	$1.02M	Buy	+33,624	New	+$1.03M	0.09%	352

Other funds holding MCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edgestream Partners's MCY Position: Q2 2026 in Review

Edgestream Partners opened a new position in Mercury Insurance (MCY) in Q2 2026: 7,576 shares worth $808K. The stake represents 0.02% of the portfolio and ranks #704 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in MCY as recently as Q4 2024.

Edgestream Partners first reported a position in MCY in Q2 2023 and has held it in 5 quarters since. The position peaked at $3.04M in Q4 2024. 349 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

Edgestream Partners held 7,576 shares of Mercury Insurance worth $808K as of Q2 2026.
Mercury Insurance was a new Edgestream Partners position in Q2 2026.
Mercury Insurance made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #704 holding.
Edgestream Partners first reported a position in Mercury Insurance in Q2 2023 and has held it in 5 quarters since.
Edgestream Partners's Mercury Insurance position peaked at $3.04M in Q4 2024.
349 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.