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 $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AWM

Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SAIG

Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return

GSB Wealth Management's MCY Position: Q3 2022 in Review

GSB Wealth Management sold out of Mercury Insurance (MCY) in Q3 2022, closing a stake of 5,200 shares — an estimated $230K sold.

GSB Wealth Management first reported a position in MCY in Q4 2016 and held it in 23 quarters. The position peaked at $338K in Q2 2021. 204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

GSB Wealth Management reported no remaining Mercury Insurance position as of Q3 2022 after selling out during the quarter.
GSB Wealth Management sold 5,200 Mercury Insurance shares in Q3 2022, an estimated $230K.
GSB Wealth Management first reported a position in Mercury Insurance in Q4 2016 and held it in 23 quarters.
GSB Wealth Management's Mercury Insurance position peaked at $338K in Q2 2021.
204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on GSB Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.