JWM
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Janiczek Wealth Management’s Mercury Insurance MCY Stock Holding History

Janiczek 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
2022
Q3 		– Sell
-97
Closed -$4K – 1014
2022
Q2 		$4K Sell
97
-425
-81% -$21K ﹤0.01% 703
2022
Q1 		$29K Buy
522
+288
+123% +$15.5K 0.01% 394
2021
Q4 		$12K Sell
234
-240
-51% -$12.9K ﹤0.01% 569
2021
Q3 		$26K Buy
474
+80
+20% +$4.78K 0.01% 407
2021
Q2 		$26K Buy
394
+22
+6% +$1.39K 0.01% 376
2021
Q1 		$23K Buy
372
+139
+60% +$7.95K 0.01% 375
2020
Q4 		$12K Buy
233
+143
+159% +$6.39K 0.01% 438
2020
Q3 		$4K Buy
+90
New +$3.87K ﹤0.01% 390

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

Janiczek Wealth Management's MCY Position: Q3 2022 in Review

Janiczek Wealth Management sold out of Mercury Insurance (MCY) in Q3 2022, closing a stake of 97 shares — an estimated $4K sold.

Janiczek Wealth Management first reported a position in MCY in Q3 2020 and held it in 8 quarters. The position peaked at $29K in Q1 2022. 204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

  • Janiczek Wealth Management reported no remaining Mercury Insurance position as of Q3 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 97 Mercury Insurance shares in Q3 2022, an estimated $4K.
  • Janiczek Wealth Management first reported a position in Mercury Insurance in Q3 2020 and held it in 8 quarters.
  • Janiczek Wealth Management's Mercury Insurance position peaked at $29K in Q1 2022.
  • 204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on Janiczek Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.