LPL Financial
MCY icon

LPL Financial’s Mercury Insurance MCY Stock Holding History

LPL Financial’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 		$575K Sell
6,526
-1,482
-19% -$133K ﹤0.01% 4638
2025
Q4 		$753K Sell
8,008
-12,318
-61% -$1.07M ﹤0.01% 4355
2025
Q3 		$1.72M Buy
20,326
+13,176
+184% +$972K ﹤0.01% 3455
2025
Q2 		$481K Buy
7,150
+115
+2% +$6.84K ﹤0.01% 4420
2025
Q1 		$393K Sell
7,035
-7,046
-50% -$380K ﹤0.01% 4379
2024
Q4 		$936K Buy
14,081
+1,813
+15% +$127K ﹤0.01% 3544
2024
Q3 		$773K Buy
12,268
+1,501
+14% +$89.2K ﹤0.01% 3632
2024
Q2 		$572K Buy
10,767
+6,307
+141% +$342K ﹤0.01% 3752
2024
Q1 		$230K Buy
+4,460
New +$197K ﹤0.01% 4397
2023
Q1 		– Sell
-8,748
Closed -$299K – 4541
2022
Q4 		$299K Sell
8,748
-7,525
-46% -$250K ﹤0.01% 3649
2022
Q3 		$462K Buy
16,273
+518
+3% +$18.8K ﹤0.01% 3228
2022
Q2 		$698K Buy
15,755
+1,676
+12% +$82.9K ﹤0.01% 2893
2022
Q1 		$774K Buy
14,079
+694
+5% +$37.4K ﹤0.01% 2830
2021
Q4 		$710K Buy
13,385
+637
+5% +$34.2K ﹤0.01% 2969
2021
Q3 		$710K Sell
12,748
-58
-0.5% -$3.46K ﹤0.01% 2893
2021
Q2 		$832K Sell
12,806
-1,172
-8% -$74.3K ﹤0.01% 2726
2021
Q1 		$850K Buy
13,978
+2,135
+18% +$122K ﹤0.01% 2544
2020
Q4 		$618K Buy
11,843
+3,728
+46% +$167K ﹤0.01% 2570
2020
Q3 		$336K Buy
8,115
+144
+2% +$6.19K ﹤0.01% 2816
2020
Q2 		$325K Buy
7,971
+139
+2% +$5.58K ﹤0.01% 2781
2020
Q1 		$319K Sell
7,832
-309
-4% -$14.1K ﹤0.01% 2455
2019
Q4 		$397K Buy
8,141
+368
+5% +$18.5K ﹤0.01% 2556
2019
Q3 		$434K Sell
7,773
-12,166
-61% -$696K ﹤0.01% 2371
2019
Q2 		$1.25M Buy
19,939
+592
+3% +$33K ﹤0.01% 1578
2019
Q1 		$969K Buy
19,347
+5,192
+37% +$270K ﹤0.01% 1674
2018
Q4 		$732K Buy
14,155
+1,513
+12% +$82.3K ﹤0.01% 1750
2018
Q3 		$634K Sell
12,642
-1,502
-11% -$74.9K ﹤0.01% 2047
2018
Q2 		$644K Sell
14,144
-73
-0.5% -$3.44K ﹤0.01% 1973
2018
Q1 		$652K Buy
14,217
+3,359
+31% +$160K ﹤0.01% 1921
2017
Q4 		$580K Buy
10,858
+4,783
+79% +$263K ﹤0.01% 1930
2017
Q3 		$344K Sell
6,075
-2,722
-31% -$154K ﹤0.01% 2251
2017
Q2 		$475K Sell
8,797
-22,646
-72% -$1.28M ﹤0.01% 1923
2017
Q1 		$1.87M Buy
31,443
+5,567
+22% +$332K 0.01% 885
2016
Q4 		$1.54M Buy
25,876
+12,991
+101% +$738K 0.01% 931
2016
Q3 		$698K Buy
12,885
+8,882
+222% +$480K 0.01% 1461
2016
Q2 		$213K Sell
4,003
-5,290
-57% -$278K ﹤0.01% 2338
2016
Q1 		$498K Buy
9,293
+951
+11% +$47.4K ﹤0.01% 2163
2015
Q4 		$381K Buy
8,342
+3,188
+62% +$161K ﹤0.01% 2366
2015
Q3 		$259K Sell
5,154
-4,560
-47% -$244K ﹤0.01% 2315
2015
Q2 		$545K Sell
9,714
-3,634
-27% -$205K ﹤0.01% 1833
2015
Q1 		$773K Sell
13,348
-2,507
-16% -$141K ﹤0.01% 1545
2014
Q4 		$898K Buy
15,855
+6,557
+71% +$351K ﹤0.01% 1386
2014
Q3 		$450K Buy
9,298
+725
+8% +$35.8K ﹤0.01% 1879
2014
Q2 		$403K Buy
8,573
+610
+8% +$28.7K ﹤0.01% 1970
2014
Q1 		$359K Sell
7,963
-4,060
-34% -$185K ﹤0.01% 2013
2013
Q4 		$598K Sell
12,023
-353
-3% -$17.1K ﹤0.01% 1607
2013
Q3 		$612K Sell
12,376
-1,009
-8% -$45.6K ﹤0.01% 1491
2013
Q2 		$586K Buy
+13,385
New +$575K ﹤0.01% 1455

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
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

LPL Financial's MCY Position: Q1 2026 in Review

LPL Financial reduced its Mercury Insurance (MCY) stake by 19% in Q1 2026, selling an estimated $133K and leaving 6,526 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #4638.

LPL Financial first reported a position in MCY in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.87M in Q1 2017. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • LPL Financial held 6,526 shares of Mercury Insurance worth $575K as of Q1 2026.
  • LPL Financial sold 1,482 Mercury Insurance shares in Q1 2026, an estimated $133K.
  • Mercury Insurance made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4638 holding.
  • LPL Financial first reported a position in Mercury Insurance in Q2 2013 and has held it in 48 quarters since.
  • LPL Financial's Mercury Insurance position peaked at $1.87M in Q1 2017.
  • 305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.