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Institute for Wealth Management’s Mercury Insurance MCY Stock Holding History

Institute for 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
2026
Q2 		$68.3K Buy
+641
New +$63.1K 0.01% 793
2026
Q1 		– Sell
-2,266
Closed -$213K – 564
2025
Q4 		$213K Sell
2,266
-337
-13% -$29.2K 0.02% 520
2025
Q3 		$221K Buy
+2,603
New +$192K 0.02% 530

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's MCY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Mercury Insurance (MCY) in Q2 2026: 641 shares worth $68.3K. The stake represents 0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in MCY as recently as Q4 2025.

Institute for Wealth Management first reported a position in MCY in Q3 2025 and has held it in 3 quarters since. The position peaked at $221K in Q3 2025. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Institute for Wealth Management held 641 shares of Mercury Insurance worth $68.3K as of Q2 2026.
  • Mercury Insurance was a new Institute for Wealth Management position in Q2 2026.
  • Mercury Insurance made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #793 holding.
  • Institute for Wealth Management first reported a position in Mercury Insurance in Q3 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's Mercury Insurance position peaked at $221K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.