JCM
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Jacobi Capital Management’s Mercury Insurance MCY Stock Holding History

Jacobi Capital 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
2021
Q4 		– Sell
-1,200
Closed -$67K – 945
2021
Q3 		$67K Hold
1,200
– – 0.01% 587
2021
Q2 		$78K Buy
1,200
+200
+20% +$12.7K 0.01% 533
2021
Q1 		$61K Hold
1,000
– – 0.01% 533
2020
Q4 		$52K Buy
+1,000
New +$44.7K 0.01% 528

Other funds holding MCY

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Jacobi Capital Management's MCY Position: Q4 2021 in Review

Jacobi Capital Management sold out of Mercury Insurance (MCY) in Q4 2021, closing a stake of 1,200 shares — an estimated $67K sold.

Jacobi Capital Management first reported a position in MCY in Q4 2020 and held it in 4 quarters. The position peaked at $78K in Q2 2021. 250 funds tracked by Wall St. Rank hold MCY as of Q4 2021.

  • Jacobi Capital Management reported no remaining Mercury Insurance position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 1,200 Mercury Insurance shares in Q4 2021, an estimated $67K.
  • Jacobi Capital Management first reported a position in Mercury Insurance in Q4 2020 and held it in 4 quarters.
  • Jacobi Capital Management's Mercury Insurance position peaked at $78K in Q2 2021.
  • 250 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.