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Kestra Advisory Services’s Mercury Insurance MCY Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,087
Closed -$102K – 3869
2025
Q4 		$102K Buy
+1,087
New +$94.3K ﹤0.01% 3401
2021
Q2 		– Sell
-3,504
Closed -$213K – 2023
2021
Q1 		$213K Buy
+3,504
New +$201K ﹤0.01% 1697

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RCMNY
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return

Kestra Advisory Services's MCY Position: Q1 2026 in Review

Kestra Advisory Services sold out of Mercury Insurance (MCY) in Q1 2026, closing a stake of 1,087 shares — an estimated $102K sold.

Kestra Advisory Services first reported a position in MCY in Q1 2021 and held it in 2 quarters. The position peaked at $213K in Q1 2021. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • Kestra Advisory Services reported no remaining Mercury Insurance position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,087 Mercury Insurance shares in Q1 2026, an estimated $102K.
  • Kestra Advisory Services first reported a position in Mercury Insurance in Q1 2021 and held it in 2 quarters.
  • Kestra Advisory Services's Mercury Insurance position peaked at $213K in Q1 2021.
  • 305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.