ECM
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Evergreen Capital Management’s Mercury Insurance MCY Stock Holding History

Evergreen 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
Q2 		$282K Hold
2,649
– – 0.01% 1253
2026
Q1 		$234K Sell
2,649
-332
-11% -$29.7K 0.01% 1295
2025
Q4 		$280K Buy
+2,981
New +$259K 0.01% 1086

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Vanguard Capital Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evergreen Capital Management's MCY Position: Q2 2026 in Review

Evergreen Capital Management held its Mercury Insurance (MCY) position steady in Q2 2026 at 2,649 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #1253.

Evergreen Capital Management first reported a position in MCY in Q4 2025 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Evergreen Capital Management held 2,649 shares of Mercury Insurance worth $282K as of Q2 2026.
  • Evergreen Capital Management left its Mercury Insurance share count unchanged in Q2 2026.
  • Mercury Insurance made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1253 holding.
  • Evergreen Capital Management first reported a position in Mercury Insurance in Q4 2025 and has held it in 3 quarters since.
  • 349 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.