MPM
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Meritage Portfolio Management’s Mercury Insurance MCY Stock Holding History

Meritage Portfolio Management’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
2021
Q2 		– Sell
-34,216
Closed -$2.08M – 309
2021
Q1 		$2.08M Sell
34,216
-3,018
-8% -$173K 0.14% 167
2020
Q4 		$1.94M Sell
37,234
-967
-3% -$43.2K 0.14% 172
2020
Q3 		$1.58M Sell
38,201
-3,764
-9% -$162K 0.14% 168
2020
Q2 		$1.71M Sell
41,965
-4,680
-10% -$188K 0.16% 153
2020
Q1 		$1.9M Sell
46,645
-198
-0.4% -$9.03K 0.26% 114
2019
Q4 		$2.28M Buy
+46,843
New +$2.36M 0.2% 165

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Meritage Portfolio Management's MCY Position: Q2 2021 in Review

Meritage Portfolio Management sold out of Mercury Insurance (MCY) in Q2 2021, closing a stake of 34,216 shares — an estimated $2.08M sold.

Meritage Portfolio Management first reported a position in MCY in Q4 2019 and held it in 6 quarters. The position peaked at $2.28M in Q4 2019. 257 funds tracked by Wall St. Rank hold MCY as of Q2 2021.

  • Meritage Portfolio Management reported no remaining Mercury Insurance position as of Q2 2021 after selling out during the quarter.
  • Meritage Portfolio Management sold 34,216 Mercury Insurance shares in Q2 2021, an estimated $2.08M.
  • Meritage Portfolio Management first reported a position in Mercury Insurance in Q4 2019 and held it in 6 quarters.
  • Meritage Portfolio Management's Mercury Insurance position peaked at $2.28M in Q4 2019.
  • 257 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2021.

Based on Meritage Portfolio Management's 13F filing for Q2 2021, filed 26 Jul 2021.