Empowered Funds’s Mercury Insurance MCY Stock Holding History

Empowered Funds’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	$726K	Buy	+6,805	New	+$670K	﹤0.01%	1551
2025 Q4	–	Sell	-10,846	Closed	-$920K	–	1539
2025 Q3	$920K	Buy	10,846 +42	+0.4%	+$3.1K	0.01%	1207
2025 Q2	$728K	Sell	10,804 -119	-1%	-$7.08K	0.01%	1193
2025 Q1	$611K	Buy	10,923 +185	+2%	+$9.97K	0.01%	1149
2024 Q4	$714K	Buy	10,738 +451	+4%	+$31.7K	0.01%	1062
2024 Q3	$648K	Buy	10,287 +454	+5%	+$27K	0.01%	1022
2024 Q2	$523K	Sell	9,833 -14,220	-59%	-$770K	0.01%	1035
2024 Q1	$1.24M	Sell	24,053 -92,858	-79%	-$4.1M	0.02%	786
2023 Q4	$4.36M	Buy	116,911 +10,536	+10%	+$365K	0.11%	271
2023 Q3	$2.98M	Buy	106,375 +8,690	+9%	+$256K	0.09%	314
2023 Q2	$2.96M	Buy	+97,685	New	+$2.98M	0.1%	280

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

Empowered Funds's MCY Position: Q2 2026 in Review

Empowered Funds opened a new position in Mercury Insurance (MCY) in Q2 2026: 6,805 shares worth $726K. The stake represents ﹤0.01% of the portfolio and ranks #1551 among its holdings. This is a return to the name: Empowered Funds previously reported a position in MCY as recently as Q3 2025.

Empowered Funds first reported a position in MCY in Q2 2023 and has held it in 11 quarters since. The position peaked at $4.36M in Q4 2023. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

Empowered Funds held 6,805 shares of Mercury Insurance worth $726K as of Q2 2026.
Mercury Insurance was a new Empowered Funds position in Q2 2026.
Mercury Insurance made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1551 holding.
Empowered Funds first reported a position in Mercury Insurance in Q2 2023 and has held it in 11 quarters since.
Empowered Funds's Mercury Insurance position peaked at $4.36M in Q4 2023.
348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.