MassMutual Private Wealth & Trust’s Mercury Insurance MCY Stock Holding History

MassMutual Private Wealth & Trust’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
2023 Q3	–	Sell	-61	Closed	-$1.85K	–	2010
2023 Q2	$1.85K	Sell	61 -46	-43%	-$1.4K	﹤0.01%	1493
2023 Q1	$3.4K	Buy	107 +45	+73%	+$1.53K	﹤0.01%	1259
2022 Q4	$2K	Hold	62	–	–	﹤0.01%	1280
2022 Q3	$2K	Buy	+62	New	+$2.25K	﹤0.01%	1239
2022 Q2	–	Sell	-9	Closed	–	–	1634
2022 Q1	$0	Buy	+9	New	+$485	﹤0.01%	1587

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

SAIG

Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MassMutual Private Wealth & Trust's MCY Position: Q3 2023 in Review

MassMutual Private Wealth & Trust sold out of Mercury Insurance (MCY) in Q3 2023, closing a stake of 61 shares — an estimated $1.85K sold.

MassMutual Private Wealth & Trust first reported a position in MCY in Q1 2022 and held it in 5 quarters. The position peaked at $3.4K in Q1 2023. 170 funds tracked by Wall St. Rank hold MCY as of Q3 2023.

MassMutual Private Wealth & Trust reported no remaining Mercury Insurance position as of Q3 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 61 Mercury Insurance shares in Q3 2023, an estimated $1.85K.
MassMutual Private Wealth & Trust first reported a position in Mercury Insurance in Q1 2022 and held it in 5 quarters.
MassMutual Private Wealth & Trust's Mercury Insurance position peaked at $3.4K in Q1 2023.
170 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2023, filed 4 Oct 2023.