ECM
MCY icon

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
Q1 		$234K Sell
2,649
-332
-11% -$29.7K 0.01% 1295
2025
Q4 		$280K Buy
+2,981
New +$259K 0.01% 1086

Other funds holding MCY

BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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

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

Evergreen Capital Management reduced its Mercury Insurance (MCY) stake by 11% in Q1 2026, selling an estimated $29.7K and leaving 2,649 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #1295.

Evergreen Capital Management first reported a position in MCY in Q4 2025 and has held it in 2 quarters since. The position peaked at $280K in Q4 2025. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • Evergreen Capital Management held 2,649 shares of Mercury Insurance worth $234K as of Q1 2026.
  • Evergreen Capital Management sold 332 Mercury Insurance shares in Q1 2026, an estimated $29.7K.
  • Mercury Insurance made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1295 holding.
  • Evergreen Capital Management first reported a position in Mercury Insurance in Q4 2025 and has held it in 2 quarters since.
  • Evergreen Capital Management's Mercury Insurance position peaked at $280K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.