LRI Investments’s Mercury Insurance MCY Stock Holding History

LRI Investments’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 Q2	$32.4K	Buy	304 +4	+1%	+$394	﹤0.01%	634
2026 Q1	$26.4K	Hold	300	–	–	﹤0.01%	635
2025 Q4	$28.2K	Hold	300	–	–	﹤0.01%	641
2025 Q3	$25.4K	Hold	300	–	–	﹤0.01%	670
2025 Q2	$20.2K	Hold	300	–	–	﹤0.01%	704
2025 Q1	$16.8K	Hold	300	–	–	﹤0.01%	705
2024 Q4	$19.9K	Hold	300	–	–	﹤0.01%	662
2024 Q3	$22K	Hold	300	–	–	﹤0.01%	640
2024 Q2	$15.9K	Hold	300	–	–	﹤0.01%	651
2024 Q1	$15.5K	Buy	+300	New	+$13.2K	﹤0.01%	418

Other funds holding MCY

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CIP

Convergence Investment Partners Palm Beach Gardens, Florida $1.06B AUM 87.75% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's MCY Position: Q2 2026 in Review

LRI Investments increased its Mercury Insurance (MCY) stake by 1.3% in Q2 2026, buying an estimated $394 and bringing the position to 304 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

LRI Investments first reported a position in MCY in Q1 2024 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

LRI Investments held 304 shares of Mercury Insurance worth $32.4K as of Q2 2026.
LRI Investments bought 4 Mercury Insurance shares in Q2 2026, an estimated $394.
Mercury Insurance made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #634 holding.
LRI Investments first reported a position in Mercury Insurance in Q1 2024 and has held it in 10 quarters since.
86 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.