Hennion & Walsh Asset Management’s Mercury Insurance MCY Stock Holding History

Hennion & Walsh Asset 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
2023 Q3	–	Sell	-10,873	Closed	-$329K	–	828
2023 Q2	$329K	Sell	10,873 -5,335	-33%	-$163K	0.02%	625
2023 Q1	$514K	Sell	16,208 -2,843	-15%	-$97K	0.03%	500
2022 Q4	$652K	Sell	19,051 -2,122	-10%	-$70.6K	0.04%	440
2022 Q3	$602K	Buy	21,173 +4,986	+31%	+$181K	0.04%	442
2022 Q2	$717K	Buy	16,187 +2,982	+23%	+$147K	0.04%	406
2022 Q1	$726K	Buy	13,205 +1,152	+10%	+$62.1K	0.04%	423
2021 Q4	$640K	Buy	12,053 +371	+3%	+$19.9K	0.03%	477
2021 Q3	$650K	Sell	11,682 -6,156	-35%	-$368K	0.03%	452
2021 Q2	$1.16M	Buy	17,838 +1,986	+13%	+$126K	0.06%	332
2021 Q1	$964K	Buy	+15,852	New	+$907K	0.06%	361

Other funds holding MCY

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

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

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

SAIG

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

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

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

AWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hennion & Walsh Asset Management's MCY Position: Q3 2023 in Review

Hennion & Walsh Asset Management sold out of Mercury Insurance (MCY) in Q3 2023, closing a stake of 10,873 shares — an estimated $329K sold.

Hennion & Walsh Asset Management first reported a position in MCY in Q1 2021 and held it in 10 quarters. The position peaked at $1.16M in Q2 2021. 170 funds tracked by Wall St. Rank hold MCY as of Q3 2023.

Hennion & Walsh Asset Management reported no remaining Mercury Insurance position as of Q3 2023 after selling out during the quarter.
Hennion & Walsh Asset Management sold 10,873 Mercury Insurance shares in Q3 2023, an estimated $329K.
Hennion & Walsh Asset Management first reported a position in Mercury Insurance in Q1 2021 and held it in 10 quarters.
Hennion & Walsh Asset Management's Mercury Insurance position peaked at $1.16M in Q2 2021.
170 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2023.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2023, filed 27 Oct 2023.