IA
MCY icon

IFG Advisory’s Mercury Insurance MCY Stock Holding History

IFG Advisory’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
-33,351
Closed -$1.48M – 530
2022
Q2 		$1.48M Sell
33,351
-4,356
-12% -$215K 0.16% 144
2022
Q1 		$2.07M Buy
+37,707
New +$2.03M 0.21% 121

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
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

IFG Advisory's MCY Position: Q3 2022 in Review

IFG Advisory sold out of Mercury Insurance (MCY) in Q3 2022, closing a stake of 33,351 shares — an estimated $1.48M sold.

IFG Advisory first reported a position in MCY in Q1 2022 and held it in 2 quarters. The position peaked at $2.07M in Q1 2022. 204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

  • IFG Advisory reported no remaining Mercury Insurance position as of Q3 2022 after selling out during the quarter.
  • IFG Advisory sold 33,351 Mercury Insurance shares in Q3 2022, an estimated $1.48M.
  • IFG Advisory first reported a position in Mercury Insurance in Q1 2022 and held it in 2 quarters.
  • IFG Advisory's Mercury Insurance position peaked at $2.07M in Q1 2022.
  • 204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on IFG Advisory's 13F filing for Q3 2022, filed 28 Oct 2022.