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Inspire Advisors’s Mercury Insurance MCY Stock Holding History

Inspire Advisors’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
Q2 		– Sell
-20,768
Closed -$659K – 255
2023
Q1 		$659K Buy
20,768
+4,535
+28% +$155K 0.15% 63
2022
Q4 		$555K Buy
16,233
+6,660
+70% +$221K 0.14% 46
2022
Q3 		$272K Buy
+9,573
New +$347K 0.07% 73

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Inspire Advisors's MCY Position: Q2 2023 in Review

Inspire Advisors sold out of Mercury Insurance (MCY) in Q2 2023, closing a stake of 20,768 shares — an estimated $659K sold.

Inspire Advisors first reported a position in MCY in Q3 2022 and held it in 3 quarters. The position peaked at $659K in Q1 2023. 178 funds tracked by Wall St. Rank hold MCY as of Q2 2023.

  • Inspire Advisors reported no remaining Mercury Insurance position as of Q2 2023 after selling out during the quarter.
  • Inspire Advisors sold 20,768 Mercury Insurance shares in Q2 2023, an estimated $659K.
  • Inspire Advisors first reported a position in Mercury Insurance in Q3 2022 and held it in 3 quarters.
  • Inspire Advisors's Mercury Insurance position peaked at $659K in Q1 2023.
  • 178 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2023.

Based on Inspire Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.