FFM
MCY icon

Forum Financial Management’s Mercury Insurance MCY Stock Holding History

Forum Financial 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 		– Sell
-2,423
Closed -$228K – 714
2025
Q4 		$228K Hold
2,423
– – ﹤0.01% 893
2025
Q3 		$205K Buy
+2,423
New +$179K ﹤0.01% 962

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Forum Financial Management's MCY Position: Q1 2026 in Review

Forum Financial Management sold out of Mercury Insurance (MCY) in Q1 2026, closing a stake of 2,423 shares — an estimated $228K sold.

Forum Financial Management first reported a position in MCY in Q3 2025 and held it in 2 quarters. The position peaked at $228K in Q4 2025. 308 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • Forum Financial Management reported no remaining Mercury Insurance position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,423 Mercury Insurance shares in Q1 2026, an estimated $228K.
  • Forum Financial Management first reported a position in Mercury Insurance in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Mercury Insurance position peaked at $228K in Q4 2025.
  • 308 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.