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Essential Partners’s Mercury Insurance MCY Stock Holding History

Essential 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
Q3 		$48.7K Hold
493
– – 0.02% 619
2026
Q2 		$52.6K Sell
493
-1,514
-75% -$149K 0.02% 600
2026
Q1 		$177K Hold
2,007
– – 0.06% 309
2025
Q4 		$189K Hold
2,007
– – 0.06% 327
2025
Q3 		$170K Buy
2,007
+110
+6% +$8.12K 0.06% 347
2025
Q2 		$128K Buy
+1,897
New +$113K 0.05% 330

Other funds holding MCY

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Essential Partners's MCY Position: Q3 2026 in Review

Essential Partners held its Mercury Insurance (MCY) position steady in Q3 2026 at 493 shares worth $48.7K. The position accounts for 0.02% of the portfolio, ranked #619.

Essential Partners first reported a position in MCY in Q2 2025 and has held it in 6 quarters since. The position peaked at $189K in Q4 2025. 25 funds tracked by Wall St. Rank hold MCY as of Q3 2026.

  • Essential Partners held 493 shares of Mercury Insurance worth $48.7K as of Q3 2026.
  • Essential Partners left its Mercury Insurance share count unchanged in Q3 2026.
  • Mercury Insurance made up 0.02% of Essential Partners's portfolio in Q3 2026, its #619 holding.
  • Essential Partners first reported a position in Mercury Insurance in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Mercury Insurance position peaked at $189K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.