Everence Capital Management’s Mercury Insurance MCY Stock Holding History

Everence Capital Management’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 Q1	$344K	Sell	3,903 -737	-16%	-$65.9K	0.02%	510
2025 Q4	$436K	Hold	4,640	–	–	0.03%	440
2025 Q3	$393K	Hold	4,640	–	–	0.02%	480
2025 Q2	$312K	Hold	4,640	–	–	0.02%	569
2025 Q1	$259K	Hold	4,640	–	–	0.02%	631
2024 Q4	$308K	Hold	4,640	–	–	0.02%	564
2024 Q3	$292K	Hold	4,640	–	–	0.02%	601
2024 Q2	$242	Hold	4,640	–	–	0.02%	613
2024 Q1	$239	Buy	+4,640	New	+$205K	0.02%	654

Other funds holding MCY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM

DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return

Everence Capital Management's MCY Position: Q1 2026 in Review

Everence Capital Management reduced its Mercury Insurance (MCY) stake by 16% in Q1 2026, selling an estimated $65.9K and leaving 3,903 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #510.

Everence Capital Management first reported a position in MCY in Q1 2024 and has held it in 9 quarters since. The position peaked at $436K in Q4 2025. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

Everence Capital Management held 3,903 shares of Mercury Insurance worth $344K as of Q1 2026.
Everence Capital Management sold 737 Mercury Insurance shares in Q1 2026, an estimated $65.9K.
Mercury Insurance made up 0.02% of Everence Capital Management's portfolio in Q1 2026, its #510 holding.
Everence Capital Management first reported a position in Mercury Insurance in Q1 2024 and has held it in 9 quarters since.
Everence Capital Management's Mercury Insurance position peaked at $436K in Q4 2025.
305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.