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
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: Q4 2025 in Review

Global Retirement Partners held its Mercury Insurance (MCY) position steady in Q4 2025 at 1,000 shares worth $94.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Global Retirement Partners first reported a position in MCY in Q1 2022 and has held it in 13 quarters since. The position peaked at $111K in Q4 2024. 314 funds tracked by Wall St. Rank hold MCY as of Q4 2025.

  • Global Retirement Partners held 1,000 shares of Mercury Insurance worth $94.1K as of Q4 2025.
  • Global Retirement Partners left its Mercury Insurance share count unchanged in Q4 2025.
  • Mercury Insurance made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1953 holding.
  • Global Retirement Partners first reported a position in Mercury Insurance in Q1 2022 and has held it in 13 quarters since.
  • Global Retirement Partners's Mercury Insurance position peaked at $111K in Q4 2024.
  • 314 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.