MFG
MCY icon

Merit Financial Group’s Mercury Insurance MCY Stock Holding History

Merit Financial 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 		$390K Buy
3,654
+45
+1% +$4.43K ﹤0.01% 1654
2026
Q1 		$318K Buy
3,609
+6
+0.2% +$537 ﹤0.01% 1618
2025
Q4 		$339K Buy
3,603
+69
+2% +$5.99K ﹤0.01% 1488
2025
Q3 		$300K Buy
3,534
+127
+4% +$9.37K ﹤0.01% 1457
2025
Q2 		$229K Buy
+3,407
New +$203K ﹤0.01% 1482

Other funds holding MCY

BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GCM
Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Merit Financial Group's MCY Position: Q2 2026 in Review

Merit Financial Group increased its Mercury Insurance (MCY) stake by 1.2% in Q2 2026, buying an estimated $4.43K and bringing the position to 3,654 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Merit Financial Group first reported a position in MCY in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Merit Financial Group held 3,654 shares of Mercury Insurance worth $390K as of Q2 2026.
  • Merit Financial Group bought 45 Mercury Insurance shares in Q2 2026, an estimated $4.43K.
  • Mercury Insurance made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1654 holding.
  • Merit Financial Group first reported a position in Mercury Insurance in Q2 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.