KIG
MCY icon

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 $2.9T AUM 29.55% 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 $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $761B AUM 31.28% 1-Year Est. Return