Global Retirement Partners’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
$107K Buy
+1,001
New +$98.6K ﹤0.01% 2009
2025
Q4
$94.1K Hold
1,000
– – ﹤0.01% 1953
2025
Q3
$84.8K Hold
1,000
– – ﹤0.01% 1590
2025
Q2
$67.3K Buy
+1,000
New +$59.5K ﹤0.01% 1617
2024
Q4
$111K Hold
1,668
– – ﹤0.01% 1217
2024
Q3
$105K Hold
1,668
– – ﹤0.01% 1216
2024
Q2
$88.6K Sell
1,668
-32
-2% -$1.73K ﹤0.01% 1264
2024
Q1
$87.7K Hold
1,700
– – ﹤0.01% 1139
2023
Q4
$66.7K Buy
1,700
+1,668
+5,213% +$57.9K ﹤0.01% 1229
2023
Q3
$886 Hold
32
– – ﹤0.01% 2799
2023
Q2
$969 Hold
32
– – ﹤0.01% 2796
2023
Q1
$936 Buy
+32
New +$1.09K ﹤0.01% 2754
2022
Q3
– Sell
-115
Closed -$5K – 2867
2022
Q2
$5K Buy
115
+66
+135% +$3.26K ﹤0.01% 1896
2022
Q1
$2K Buy
+49
New +$2.64K ﹤0.01% 2209

Other funds holding MCY

Global Retirement Partners's MCY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Mercury Insurance (MCY) in Q2 2026: 1,001 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #2009 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MCY as recently as Q4 2025.

Global Retirement Partners first reported a position in MCY in Q1 2022 and has held it in 14 quarters since. The position peaked at $111K in Q4 2024. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Global Retirement Partners held 1,001 shares of Mercury Insurance worth $107K as of Q2 2026.
  • Mercury Insurance was a new Global Retirement Partners position in Q2 2026.
  • Mercury Insurance made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2009 holding.
  • Global Retirement Partners first reported a position in Mercury Insurance in Q1 2022 and has held it in 14 quarters since.
  • Global Retirement Partners's Mercury Insurance position peaked at $111K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.