Laurel Wealth Advisors (California)’s Mercury Insurance MCY Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q3	–	Sell	-17,515	Closed	-$776K	–	649
2022 Q2	$776K	Sell	17,515 -1,020	-6%	-$50.4K	0.08%	251
2022 Q1	$1.02M	Buy	18,535 +5,760	+45%	+$310K	0.08%	242
2021 Q4	$678K	Sell	12,775 -1,355	-10%	-$72.8K	0.05%	353
2021 Q3	$787K	Sell	14,130 -130	-0.9%	-$7.76K	0.14%	169
2021 Q2	$926K	Buy	14,260 +2,880	+25%	+$182K	0.12%	186
2021 Q1	$692K	Buy	11,380 +2,680	+31%	+$153K	0.1%	204
2020 Q4	$454K	Buy	+8,700	New	+$389K	0.07%	264

Other funds holding MCY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AWM

Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAIG

Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MCY Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of Mercury Insurance (MCY) in Q3 2022, closing a stake of 17,515 shares — an estimated $776K sold.

Laurel Wealth Advisors (California) first reported a position in MCY in Q4 2020 and held it in 7 quarters. The position peaked at $1.02M in Q1 2022. 204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

Laurel Wealth Advisors (California) reported no remaining Mercury Insurance position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 17,515 Mercury Insurance shares in Q3 2022, an estimated $776K.
Laurel Wealth Advisors (California) first reported a position in Mercury Insurance in Q4 2020 and held it in 7 quarters.
Laurel Wealth Advisors (California)'s Mercury Insurance position peaked at $1.02M in Q1 2022.
204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.