MWPCG
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Measured Wealth Private Client Group’s Mercury Insurance MCY Stock Holding History

Measured Wealth Private Client Group’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 		$950K Buy
8,912
+399
+5% +$39.3K 0.23% 66
2026
Q1 		$750K Buy
8,513
+1,949
+30% +$174K 0.21% 74
2025
Q4 		$617K Buy
6,564
+284
+5% +$24.6K 0.16% 85
2025
Q3 		$532K Buy
+6,280
New +$463K 0.14% 99
2025
Q1 		– Sell
-6,056
Closed -$403K – 185
2024
Q4 		$403K Buy
+6,056
New +$426K 0.13% 103

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Measured Wealth Private Client Group's MCY Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Mercury Insurance (MCY) stake by 4.7% in Q2 2026, buying an estimated $39.3K and bringing the position to 8,912 shares worth $950K. The position accounts for 0.23% of the portfolio, ranked #66.

Measured Wealth Private Client Group first reported a position in MCY in Q4 2024 and has held it in 5 quarters since. 347 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Measured Wealth Private Client Group held 8,912 shares of Mercury Insurance worth $950K as of Q2 2026.
  • Measured Wealth Private Client Group bought 399 Mercury Insurance shares in Q2 2026, an estimated $39.3K.
  • Mercury Insurance made up 0.23% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #66 holding.
  • Measured Wealth Private Client Group first reported a position in Mercury Insurance in Q4 2024 and has held it in 5 quarters since.
  • 347 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.