EWA
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EverSource Wealth Advisors’s Mercury Insurance MCY Stock Holding History

EverSource Wealth Advisors’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 		$88.3K Sell
828
-357
-30% -$35.2K ﹤0.01% 1447
2026
Q1 		$104K Buy
1,185
+40
+3% +$3.58K ﹤0.01% 1402
2025
Q4 		$108K Sell
1,145
-60
-5% -$5.21K ﹤0.01% 1275
2025
Q3 		$102K Sell
1,205
-4
-0.3% -$295 ﹤0.01% 1265
2025
Q2 		$81.4K Buy
1,209
+798
+194% +$47.5K ﹤0.01% 1317
2025
Q1 		$23K Sell
411
-3
-0.7% -$162 ﹤0.01% 1620
2024
Q4 		$27.5K Buy
414
+129
+45% +$9.07K ﹤0.01% 1469
2024
Q3 		$17.9K Buy
285
+124
+77% +$7.37K ﹤0.01% 1548
2024
Q2 		$9.64K Buy
161
+67
+71% +$3.63K ﹤0.01% 1877
2024
Q1 		$4.91K Buy
94
+56
+147% +$2.47K ﹤0.01% 2062
2023
Q4 		$1.42K Buy
38
+9
+31% +$312 ﹤0.01% 2284
2023
Q3 		$813 Sell
29
-52
-64% -$1.53K ﹤0.01% 2299
2023
Q2 		$2.45K Hold
81
– – ﹤0.01% 1970
2023
Q1 		$2.57K Hold
81
– – ﹤0.01% 1858
2022
Q4 		$2.77K Buy
81
+17
+27% +$565 ﹤0.01% 1810
2022
Q3 		$2K Buy
+64
New +$2.32K ﹤0.01% 1693

Other funds holding MCY

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

EverSource Wealth Advisors's MCY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Mercury Insurance (MCY) stake by 30% in Q2 2026, selling an estimated $35.2K and leaving 828 shares worth $88.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

EverSource Wealth Advisors first reported a position in MCY in Q3 2022 and has held it in 16 quarters since. The position peaked at $108K in Q4 2025. 109 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • EverSource Wealth Advisors held 828 shares of Mercury Insurance worth $88.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 357 Mercury Insurance shares in Q2 2026, an estimated $35.2K.
  • Mercury Insurance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1447 holding.
  • EverSource Wealth Advisors first reported a position in Mercury Insurance in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Mercury Insurance position peaked at $108K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.