Globeflex Capital’s Mercury Insurance MCY Stock Holding History

Globeflex Capital’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	$2.83M	Hold	32,133	–	–	0.43%	72
2025 Q4	$3.02M	Buy	32,133 +25,672	+397%	+$2.23M	0.46%	72
2025 Q3	$548K	Buy	+6,461	New	+$477K	0.08%	242
2025 Q1	–	Sell	-113,005	Closed	-$7.51M	–	454
2024 Q4	$7.51M	Buy	113,005 +52,789	+88%	+$3.71M	0.64%	38
2024 Q3	$3.79M	Buy	60,216 +42,093	+232%	+$2.5M	0.36%	66
2024 Q2	$963K	Buy	18,123 +11,525	+175%	+$624K	0.1%	176
2024 Q1	$340K	Buy	+6,598	New	+$291K	0.03%	286
2021 Q3	–	Sell	-12,165	Closed	-$790K	–	477
2021 Q2	$790K	Sell	12,165 -3,019	-20%	-$191K	0.14%	228
2021 Q1	$923K	Buy	15,184 +179	+1%	+$10.2K	0.17%	200
2020 Q4	$783K	Buy	15,005 +814	+6%	+$36.4K	0.17%	206
2020 Q3	$587K	Sell	14,191 -3,735	-21%	-$160K	0.16%	217
2020 Q2	$730K	Buy	+17,926	New	+$719K	0.19%	199

Other funds holding MCY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM

DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return

Globeflex Capital's MCY Position: Q1 2026 in Review

Globeflex Capital held its Mercury Insurance (MCY) position steady in Q1 2026 at 32,133 shares worth $2.83M. The position accounts for 0.43% of the portfolio, ranked #72.

Globeflex Capital first reported a position in MCY in Q2 2020 and has held it in 12 quarters since. The position peaked at $7.51M in Q4 2024. 306 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

Globeflex Capital held 32,133 shares of Mercury Insurance worth $2.83M as of Q1 2026.
Globeflex Capital left its Mercury Insurance share count unchanged in Q1 2026.
Mercury Insurance made up 0.43% of Globeflex Capital's portfolio in Q1 2026, its #72 holding.
Globeflex Capital first reported a position in Mercury Insurance in Q2 2020 and has held it in 12 quarters since.
Globeflex Capital's Mercury Insurance position peaked at $7.51M in Q4 2024.
306 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.