GSB Wealth Management’s Mercury Insurance MCY Stock Holding History

GSB 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
2022 Q3	–	Sell	-5,200	Closed	-$230K	–	201
2022 Q2	$230K	Hold	5,200	–	–	0.08%	194
2022 Q1	$286K	Hold	5,200	–	–	0.08%	191
2021 Q4	$276K	Hold	5,200	–	–	0.08%	196
2021 Q3	$289K	Hold	5,200	–	–	0.15%	128
2021 Q2	$338K	Hold	5,200	–	–	0.11%	175
2021 Q1	$316K	Hold	5,200	–	–	0.11%	169
2020 Q4	$271K	Hold	5,200	–	–	1.21%	34
2020 Q3	$215K	Hold	5,200	–	–	0.98%	50
2020 Q2	$212K	Hold	5,200	–	–	1.18%	42
2020 Q1	$212K	Hold	5,200	–	–	1.55%	31
2019 Q4	$253K	Hold	5,200	–	–	1.04%	36
2019 Q3	$291K	Hold	5,200	–	–	1.41%	27
2019 Q2	$325K	Hold	5,200	–	–	1.7%	22
2019 Q1	$260K	Hold	5,200	–	–	1.11%	40
2018 Q4	$269K	Hold	5,200	–	–	1.42%	32
2018 Q3	$261K	Hold	5,200	–	–	1.08%	43
2018 Q2	$237K	Hold	5,200	–	–	1.12%	42
2018 Q1	$239K	Hold	5,200	–	–	1.15%	40
2017 Q4	$278K	Hold	5,200	–	–	1.25%	36
2017 Q3	$295K	Hold	5,200	–	–	1.4%	32
2017 Q2	$281K	Hold	5,200	–	–	1.27%	39
2017 Q1	$317K	Hold	5,200	–	–	1.34%	33
2016 Q4	$313K	Buy	+5,200	New	+$295K	1.22%	39

Other funds holding MCY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies

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

Dimensional Fund Advisors

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

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

Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return