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

Exit 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
2025
Q4 		– Sell
-5,336
Closed -$452K – 147
2025
Q3 		$452K Buy
+5,336
New +$394K 0.3% 71

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
DG Capital Management New York $475M AUM 36.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Exit Wealth Advisors's MCY Position: Q4 2025 in Review

Exit Wealth Advisors sold out of Mercury Insurance (MCY) in Q4 2025, closing a stake of 5,336 shares — an estimated $452K sold.

Exit Wealth Advisors first reported a position in MCY in Q3 2025 and held it in 1 quarter. The position peaked at $452K in Q3 2025. 315 funds tracked by Wall St. Rank hold MCY as of Q4 2025.

  • Exit Wealth Advisors reported no remaining Mercury Insurance position as of Q4 2025 after selling out during the quarter.
  • Exit Wealth Advisors sold 5,336 Mercury Insurance shares in Q4 2025, an estimated $452K.
  • Exit Wealth Advisors first reported a position in Mercury Insurance in Q3 2025 and held it in 1 quarter.
  • Exit Wealth Advisors's Mercury Insurance position peaked at $452K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2025.

Based on Exit Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.