KIG
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Kovitz Investment Group’s Mercury Insurance MCY Stock Holding History

Kovitz Investment Group’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
2015
Q2 		– Sell
-3,950
Closed -$228K – 113
2015
Q1 		$228K Hold
3,950
– – 0.01% 107
2014
Q4 		$224K Buy
+3,950
New +$211K 0.01% 106
2014
Q2 		– Sell
-6,755
Closed -$256K – 120
2014
Q1 		$256K Buy
+6,755
New +$309K 0.01% 102
2013
Q4 		– Sell
-4,450
Closed -$215K – 125
2013
Q3 		$215K Sell
4,450
-1,805
-29% -$81.5K 0.01% 113
2013
Q2 		$275K Buy
+6,255
New +$269K 0.01% 102

Other funds holding MCY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kovitz Investment Group's MCY Position: Q2 2015 in Review

Kovitz Investment Group sold out of Mercury Insurance (MCY) in Q2 2015, closing a stake of 3,950 shares — an estimated $228K sold.

Kovitz Investment Group first reported a position in MCY in Q2 2013 and held it in 5 quarters. The position peaked at $275K in Q2 2013. 180 funds tracked by Wall St. Rank hold MCY as of Q2 2015.

  • Kovitz Investment Group reported no remaining Mercury Insurance position as of Q2 2015 after selling out during the quarter.
  • Kovitz Investment Group sold 3,950 Mercury Insurance shares in Q2 2015, an estimated $228K.
  • Kovitz Investment Group first reported a position in Mercury Insurance in Q2 2013 and held it in 5 quarters.
  • Kovitz Investment Group's Mercury Insurance position peaked at $275K in Q2 2013.
  • 180 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2015.

Based on Kovitz Investment Group's 13F filing for Q2 2015, filed 14 Aug 2015.