Kestra Private Wealth Services’s Mercury Insurance MCY Stock Holding History

Kestra Private Wealth 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
2025 Q1	–	Sell	-10,067	Closed	-$669K	–	1546
2024 Q4	$669K	Sell	10,067 -10,004	-50%	-$704K	0.01%	799
2024 Q3	$1.26M	Sell	20,071 -5,008	-20%	-$298K	0.02%	539
2024 Q2	$1.33M	Sell	25,079 -12,266	-33%	-$665K	0.03%	490
2024 Q1	$1.93M	Sell	37,345 -692	-2%	-$30.5K	0.04%	379
2023 Q4	$1.42M	Buy	38,037 +158	+0.4%	+$5.48K	0.04%	431
2023 Q3	$1.06M	Buy	+37,879	New	+$1.12M	0.03%	449
2022 Q1	–	Sell	-12,083	Closed	-$641K	–	1035
2021 Q4	$641K	Buy	12,083 +7,164	+146%	+$385K	0.03%	512
2021 Q3	$274K	Buy	+4,919	New	+$294K	0.02%	740
2021 Q1	–	Sell	-8,979	Closed	-$464K	–	829
2020 Q4	$464K	Buy	8,979 +2,488	+38%	+$111K	0.03%	451
2020 Q3	$269K	Buy	+6,491	New	+$279K	0.02%	519

Other funds holding MCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

DG Capital Management New York $475M AUM 36.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Kestra Private Wealth Services's MCY Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of Mercury Insurance (MCY) in Q1 2025, closing a stake of 10,067 shares — an estimated $669K sold.

Kestra Private Wealth Services first reported a position in MCY in Q3 2020 and held it in 10 quarters. The position peaked at $1.93M in Q1 2024. 252 funds tracked by Wall St. Rank hold MCY as of Q1 2025.

Kestra Private Wealth Services reported no remaining Mercury Insurance position as of Q1 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 10,067 Mercury Insurance shares in Q1 2025, an estimated $669K.
Kestra Private Wealth Services first reported a position in Mercury Insurance in Q3 2020 and held it in 10 quarters.
Kestra Private Wealth Services's Mercury Insurance position peaked at $1.93M in Q1 2024.
252 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.