Matrix Trust Company’s Mercury Insurance MCY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-256
Closed -$23K 149
2026
Q1
$23K Buy
256
+4
+2% +$358 ﹤0.01% 108
2025
Q4
$24K Sell
252
-4
-2% -$347 ﹤0.01% 144
2025
Q3
$22K Sell
256
-51
-17% -$3.76K ﹤0.01% 176
2025
Q2
$21K Sell
307
-16
-5% -$952 ﹤0.01% 191
2025
Q1
$18K Buy
323
+29
+10% +$1.56K ﹤0.01% 201
2024
Q4
$20K Buy
+294
New +$20.7K ﹤0.01% 192

Other funds holding MCY

Matrix Trust Company's MCY Position: Q2 2026 in Review

Matrix Trust Company sold out of Mercury Insurance (MCY) in Q2 2026, closing a stake of 256 shares — an estimated $23K sold.

Matrix Trust Company first reported a position in MCY in Q4 2024 and held it in 6 quarters. The position peaked at $24K in Q4 2025. 25 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Matrix Trust Company reported no remaining Mercury Insurance position as of Q2 2026 after selling out during the quarter.
  • Matrix Trust Company sold 256 Mercury Insurance shares in Q2 2026, an estimated $23K.
  • Matrix Trust Company first reported a position in Mercury Insurance in Q4 2024 and held it in 6 quarters.
  • Matrix Trust Company's Mercury Insurance position peaked at $24K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.