Mackenzie Financial
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Mackenzie Financial’s Mercury Insurance MCY Stock Holding History

Mackenzie 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
2024
Q1 		– Sell
-5,626
Closed -$210K – 1577
2023
Q4 		$210K Buy
+5,626
New +$195K ﹤0.01% 1313
2020
Q2 		– Sell
-67,889
Closed -$2.76M – 1084
2020
Q1 		$2.76M Sell
67,889
-30,574
-31% -$1.39M 0.01% 443
2019
Q4 		$4.8M Sell
98,463
-4,937
-5% -$248K 0.01% 446
2019
Q3 		$5.78M Buy
+103,400
New +$5.92M 0.02% 410

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mackenzie Financial's MCY Position: Q1 2024 in Review

Mackenzie Financial sold out of Mercury Insurance (MCY) in Q1 2024, closing a stake of 5,626 shares — an estimated $210K sold.

Mackenzie Financial first reported a position in MCY in Q3 2019 and held it in 4 quarters. The position peaked at $5.78M in Q3 2019. 228 funds tracked by Wall St. Rank hold MCY as of Q1 2024.

  • Mackenzie Financial reported no remaining Mercury Insurance position as of Q1 2024 after selling out during the quarter.
  • Mackenzie Financial sold 5,626 Mercury Insurance shares in Q1 2024, an estimated $210K.
  • Mackenzie Financial first reported a position in Mercury Insurance in Q3 2019 and held it in 4 quarters.
  • Mackenzie Financial's Mercury Insurance position peaked at $5.78M in Q3 2019.
  • 228 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2024.

Based on Mackenzie Financial's 13F filing for Q1 2024, filed 10 May 2024.