Focus Partners Wealth
MCY icon

Focus Partners Wealth’s Mercury Insurance MCY Stock Holding History

Focus Partners Wealth’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 		$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

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

Focus Partners Wealth's MCY Position: Q1 2026 in Review

Focus Partners Wealth reduced its Mercury Insurance (MCY) stake by 3.5% in Q1 2026, selling an estimated $13.1K and leaving 4,006 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Focus Partners Wealth first reported a position in MCY in Q3 2025 and has held it in 3 quarters since. The position peaked at $391K in Q4 2025. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • Focus Partners Wealth held 4,006 shares of Mercury Insurance worth $353K as of Q1 2026.
  • Focus Partners Wealth sold 146 Mercury Insurance shares in Q1 2026, an estimated $13.1K.
  • Mercury Insurance made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2101 holding.
  • Focus Partners Wealth first reported a position in Mercury Insurance in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Mercury Insurance position peaked at $391K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.