GWM
MCY icon

Gilpin Wealth Management’s Mercury Insurance MCY Stock Holding History

Gilpin Wealth 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
Q3 		$198 Hold
2
– – ﹤0.01% 1123
2026
Q2 		$214 Hold
2
– – ﹤0.01% 899
2026
Q1 		$177 Hold
2
– – ﹤0.01% 873
2025
Q4 		$189 Buy
+2
New +$174 ﹤0.01% 673

Other funds holding MCY

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Gilpin Wealth Management's MCY Position: Q3 2026 in Review

Gilpin Wealth Management held its Mercury Insurance (MCY) position steady in Q3 2026 at 2 shares worth $198. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Gilpin Wealth Management first reported a position in MCY in Q4 2025 and has held it in 4 quarters since. The position peaked at $214 in Q2 2026. 12 funds tracked by Wall St. Rank hold MCY as of Q3 2026.

  • Gilpin Wealth Management held 2 shares of Mercury Insurance worth $198 as of Q3 2026.
  • Gilpin Wealth Management left its Mercury Insurance share count unchanged in Q3 2026.
  • Mercury Insurance made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1123 holding.
  • Gilpin Wealth Management first reported a position in Mercury Insurance in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Mercury Insurance position peaked at $214 in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.