JWA
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JFS Wealth Advisors’s Mercury Insurance MCY Stock Holding History

JFS Wealth 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
2026
Q2 		$8.64K Buy
81
+4
+5% +$394 ﹤0.01% 1072
2026
Q1 		$6.79K Buy
77
+7
+10% +$626 ﹤0.01% 1091
2025
Q4 		$6.58K Buy
70
+17
+32% +$1.48K ﹤0.01% 1131
2025
Q3 		$4.49K Hold
53
– – ﹤0.01% 1156
2025
Q2 		$3.57K Buy
53
+1
+2% +$59 ﹤0.01% 1208
2025
Q1 		$2.91K Sell
52
-3
-5% -$162 ﹤0.01% 1330
2024
Q4 		$3.66K Buy
55
+2
+4% +$141 ﹤0.01% 1242
2024
Q3 		$3.34K Buy
53
+2
+4% +$119 ﹤0.01% 1268
2024
Q2 		$2.71K Hold
51
– – ﹤0.01% 1320
2024
Q1 		$2.63K Hold
51
– – ﹤0.01% 1344
2023
Q4 		$1.9K Buy
51
+19
+59% +$659 ﹤0.01% 1463
2023
Q3 		$897 Sell
32
-7
-18% -$206 ﹤0.01% 1623
2023
Q2 		$1.18K Buy
39
+13
+50% +$397 ﹤0.01% 1553
2023
Q1 		$826 Sell
26
-12
-32% -$409 ﹤0.01% 1631
2022
Q4 		$1.3K Buy
38
+33
+660% +$1.1K ﹤0.01% 1525
2022
Q3 		$0 Sell
5
-48
-91% -$1.74K ﹤0.01% 1847
2022
Q2 		$2K Buy
53
+18
+51% +$890 ﹤0.01% 1344
2022
Q1 		$2K Buy
35
+19
+119% +$1.02K ﹤0.01% 1444
2021
Q4 		$1K Buy
+16
New +$859 ﹤0.01% 1451

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's MCY Position: Q2 2026 in Review

JFS Wealth Advisors increased its Mercury Insurance (MCY) stake by 5.2% in Q2 2026, buying an estimated $394 and bringing the position to 81 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

JFS Wealth Advisors first reported a position in MCY in Q4 2021 and has held it in 19 quarters since. 346 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • JFS Wealth Advisors held 81 shares of Mercury Insurance worth $8.64K as of Q2 2026.
  • JFS Wealth Advisors bought 4 Mercury Insurance shares in Q2 2026, an estimated $394.
  • Mercury Insurance made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1072 holding.
  • JFS Wealth Advisors first reported a position in Mercury Insurance in Q4 2021 and has held it in 19 quarters since.
  • 346 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.