Freedom Investment Management’s Mercury Insurance MCY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,860
Closed -$257K 786
2024
Q4
$257K Buy
+3,860
New +$271K 0.02% 651

Other funds holding MCY

Freedom Investment Management's MCY Position: Q1 2025 in Review

Freedom Investment Management sold out of Mercury Insurance (MCY) in Q1 2025, closing a stake of 3,860 shares — an estimated $257K sold.

Freedom Investment Management first reported a position in MCY in Q4 2024 and held it in 1 quarter. The position peaked at $257K in Q4 2024. 252 funds tracked by Wall St. Rank hold MCY as of Q1 2025.

  • Freedom Investment Management reported no remaining Mercury Insurance position as of Q1 2025 after selling out during the quarter.
  • Freedom Investment Management sold 3,860 Mercury Insurance shares in Q1 2025, an estimated $257K.
  • Freedom Investment Management first reported a position in Mercury Insurance in Q4 2024 and held it in 1 quarter.
  • Freedom Investment Management's Mercury Insurance position peaked at $257K in Q4 2024.
  • 252 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.