M&R Capital Management’s Mercury Insurance MCY Stock Holding History

M&R Capital Management’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
2024 Q3	$1.89K	Buy	+30	New	+$1.78K	﹤0.01%	510
2020 Q4	–	Sell	-100	Closed	-$4K	–	454
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	412
2020 Q2	$4K	Sell	100 -100	-50%	-$4.01K	﹤0.01%	414
2020 Q1	$8K	Sell	200 -174	-47%	-$7.94K	﹤0.01%	363
2019 Q4	$18K	Hold	374	–	–	﹤0.01%	346
2019 Q3	$20K	Hold	374	–	–	﹤0.01%	348
2019 Q2	$23K	Hold	374	–	–	0.01%	347
2019 Q1	$19K	Hold	374	–	–	﹤0.01%	360
2018 Q4	$19K	Hold	374	–	–	0.01%	353
2018 Q3	$18K	Hold	374	–	–	﹤0.01%	386
2018 Q2	$17K	Hold	374	–	–	﹤0.01%	387
2018 Q1	$17K	Hold	374	–	–	﹤0.01%	399
2017 Q4	$19K	Sell	374 -500	-57%	-$27.5K	﹤0.01%	386
2017 Q3	$49K	Hold	874	–	–	0.01%	302
2017 Q2	$50K	Hold	874	–	–	0.01%	304
2017 Q1	$53K	Sell	874 -600	-41%	-$35.8K	0.01%	295
2016 Q4	$88K	Hold	1,474	–	–	0.02%	227
2016 Q3	$80K	Hold	1,474	–	–	0.02%	237
2016 Q2	$78K	Buy	+1,474	New	+$77.6K	0.02%	237

Other funds holding MCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&R Capital Management's MCY Position: Q3 2024 in Review

M&R Capital Management opened a new position in Mercury Insurance (MCY) in Q3 2024: 30 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: M&R Capital Management previously reported a position in MCY as recently as Q3 2020.

M&R Capital Management first reported a position in MCY in Q2 2016 and has held it in 19 quarters since. The position peaked at $88K in Q4 2016. 262 funds tracked by Wall St. Rank hold MCY as of Q3 2024.

M&R Capital Management held 30 shares of Mercury Insurance worth $1.89K as of Q3 2024.
Mercury Insurance was a new M&R Capital Management position in Q3 2024.
Mercury Insurance made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #510 holding.
M&R Capital Management first reported a position in Mercury Insurance in Q2 2016 and has held it in 19 quarters since.
M&R Capital Management's Mercury Insurance position peaked at $88K in Q4 2016.
262 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.