Focus Partners Wealth’s Mercury Insurance MCY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$437K Buy
4,096
+90
+2% +$8.86K ﹤0.01% 2040
2026
Q1
$353K Sell
4,006
-146
-4% -$13.1K ﹤0.01% 2101
2025
Q4
$391K Buy
4,152
+776
+23% +$67.3K ﹤0.01% 2068
2025
Q3
$286K Buy
+3,376
New +$249K ﹤0.01% 1866

Other funds holding MCY

Focus Partners Wealth's MCY Position: Q2 2026 in Review

Focus Partners Wealth increased its Mercury Insurance (MCY) stake by 2.2% in Q2 2026, buying an estimated $8.86K and bringing the position to 4,096 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Focus Partners Wealth first reported a position in MCY in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Focus Partners Wealth held 4,096 shares of Mercury Insurance worth $437K as of Q2 2026.
  • Focus Partners Wealth bought 90 Mercury Insurance shares in Q2 2026, an estimated $8.86K.
  • Mercury Insurance made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2040 holding.
  • Focus Partners Wealth first reported a position in Mercury Insurance in Q3 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.