Envestnet Asset Management’s Mercury Insurance MCY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$826K Buy
7,752
+2,357
+44% +$232K ﹤0.01% 3738
2026
Q1
$476K Sell
5,395
-4,601
-46% -$411K ﹤0.01% 3965
2025
Q4
$940K Sell
9,996
-1,541
-13% -$134K ﹤0.01% 3305
2025
Q3
$978K Sell
11,537
-265
-2% -$19.6K ﹤0.01% 3331
2025
Q2
$795K Sell
11,802
-153
-1% -$9.1K ﹤0.01% 3398
2025
Q1
$668K Buy
11,955
+6,413
+116% +$346K ﹤0.01% 3436
2024
Q4
$368K Buy
5,542
+353
+7% +$24.8K ﹤0.01% 3768
2024
Q3
$327K Buy
+5,189
New +$308K ﹤0.01% 3774
2022
Q3
Sell
-8,158
Closed -$361K 3984
2022
Q2
$361K Sell
8,158
-2,825
-26% -$140K ﹤0.01% 3251
2022
Q1
$604K Sell
10,983
-2,622
-19% -$141K ﹤0.01% 3009
2021
Q4
$722K Buy
13,605
+6,714
+97% +$361K ﹤0.01% 2839
2021
Q3
$384K Sell
6,891
-624
-8% -$37.3K ﹤0.01% 3139
2021
Q2
$488K Sell
7,515
-1,264
-14% -$80.1K ﹤0.01% 3001
2021
Q1
$534K Buy
+8,779
New +$502K ﹤0.01% 2807
2018
Q3
Sell
-6,523
Closed -$297K 2040
2018
Q2
$297K Buy
6,523
+6,126
+1,543% +$289K ﹤0.01% 1516
2018
Q1
$18K Hold
397
﹤0.01% 2394
2017
Q4
$21K Buy
397
+372
+1,488% +$20.5K ﹤0.01% 2514
2017
Q3
$1K Sell
25
-372
-94% -$21.1K ﹤0.01% 2860
2017
Q2
$21K Hold
397
﹤0.01% 2588
2017
Q1
$24K Hold
397
﹤0.01% 2640
2016
Q4
$23K Buy
+397
New +$22.6K ﹤0.01% 2639
2015
Q4
Sell
-1,496
Closed -$76K 3041
2015
Q3
$76K Buy
+1,496
New +$80.2K ﹤0.01% 2468

Other funds holding MCY

Envestnet Asset Management's MCY Position: Q2 2026 in Review

Envestnet Asset Management increased its Mercury Insurance (MCY) stake by 44% in Q2 2026, buying an estimated $232K and bringing the position to 7,752 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #3738.

Envestnet Asset Management first reported a position in MCY in Q3 2015 and has held it in 22 quarters since. The position peaked at $978K in Q3 2025. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Envestnet Asset Management held 7,752 shares of Mercury Insurance worth $826K as of Q2 2026.
  • Envestnet Asset Management bought 2,357 Mercury Insurance shares in Q2 2026, an estimated $232K.
  • Mercury Insurance made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3738 holding.
  • Envestnet Asset Management first reported a position in Mercury Insurance in Q3 2015 and has held it in 22 quarters since.
  • Envestnet Asset Management's Mercury Insurance position peaked at $978K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.