Keeley-Teton Advisors’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-13,901
| Closed | -$924K | – | 373 |
|
2024
Q4 | $924K | Sell |
13,901
-2,204
| -14% | -$147K | 0.11% | 235 |
|
2024
Q3 | $1.01M | Hold |
16,105
| – | – | 0.11% | 238 |
|
2024
Q2 | $856K | Hold |
16,105
| – | – | 0.11% | 224 |
|
2024
Q1 | $831K | Hold |
16,105
| – | – | 0.1% | 231 |
|
2023
Q4 | $601K | Buy |
16,105
+2,311
| +17% | +$86.2K | 0.08% | 257 |
|
2023
Q3 | $387K | Buy |
+13,794
| New | +$387K | 0.05% | 290 |
|
2023
Q2 | – | Sell |
-6,530
| Closed | -$207K | – | 368 |
|
2023
Q1 | $207K | Buy |
6,530
+300
| +5% | +$9.52K | 0.03% | 361 |
|
2022
Q4 | $213K | Buy |
+6,230
| New | +$213K | 0.03% | 362 |
|
2022
Q3 | – | Sell |
-4,700
| Closed | -$208K | – | 380 |
|
2022
Q2 | $208K | Hold |
4,700
| – | – | 0.03% | 366 |
|
2022
Q1 | $259K | Buy |
+4,700
| New | +$259K | 0.03% | 366 |
|