IC
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IEQ Capital’s Mercury Insurance MCY Stock Holding History

IEQ 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
Q2 		$5.43M Sell
50,918
-9,579
-16% -$943K 0.03% 481
2026
Q1 		$5.33M Sell
60,497
-2,938
-5% -$263K 0.02% 492
2025
Q4 		$5.97M Buy
63,435
+1,038
+2% +$90K 0.02% 475
2025
Q3 		$5.29M Buy
62,397
+12,377
+25% +$913K 0.02% 473
2025
Q2 		$3.37M Buy
50,020
+18,892
+61% +$1.12M 0.02% 526
2025
Q1 		$1.74M Buy
31,128
+13,698
+79% +$739K 0.01% 615
2024
Q4 		$1.16M Buy
+17,430
New +$1.23M 0.01% 625

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

IEQ Capital's MCY Position: Q2 2026 in Review

IEQ Capital reduced its Mercury Insurance (MCY) stake by 16% in Q2 2026, selling an estimated $943K and leaving 50,918 shares worth $5.43M. The position accounts for 0.03% of the portfolio, ranked #481.

IEQ Capital first reported a position in MCY in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.97M in Q4 2025. 349 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • IEQ Capital held 50,918 shares of Mercury Insurance worth $5.43M as of Q2 2026.
  • IEQ Capital sold 9,579 Mercury Insurance shares in Q2 2026, an estimated $943K.
  • Mercury Insurance made up 0.03% of IEQ Capital's portfolio in Q2 2026, its #481 holding.
  • IEQ Capital first reported a position in Mercury Insurance in Q4 2024 and has held it in 7 quarters since.
  • IEQ Capital's Mercury Insurance position peaked at $5.97M in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.