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Golden State Wealth Management’s Mercury Insurance MCY Stock Holding History

Golden State 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
Q2 		$10.7K Hold
100
– – ﹤0.01% 1107
2026
Q1 		$8.81K Hold
100
– – ﹤0.01% 1112
2025
Q4 		$9.41K Hold
100
– – ﹤0.01% 1123
2025
Q3 		$8.48K Hold
100
– – ﹤0.01% 1140
2025
Q2 		$6.73K Hold
100
– – ﹤0.01% 1168
2025
Q1 		$5.59K Hold
100
– – ﹤0.01% 1146
2024
Q4 		$6.65K Buy
+100
New +$7.03K ﹤0.01% 1058

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Golden State Wealth Management's MCY Position: Q2 2026 in Review

Golden State Wealth Management held its Mercury Insurance (MCY) position steady in Q2 2026 at 100 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Golden State Wealth Management first reported a position in MCY in Q4 2024 and has held it in 7 quarters since. 346 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Golden State Wealth Management held 100 shares of Mercury Insurance worth $10.7K as of Q2 2026.
  • Golden State Wealth Management left its Mercury Insurance share count unchanged in Q2 2026.
  • Mercury Insurance made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1107 holding.
  • Golden State Wealth Management first reported a position in Mercury Insurance in Q4 2024 and has held it in 7 quarters since.
  • 346 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.