MEG
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Millstone Evans Group’s Mercury Insurance MCY Stock Holding History

Millstone Evans 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
Q1 		– Sell
-900
Closed -$84.7K – 874
2025
Q4 		$84.7K Hold
900
– – 0.05% 253
2025
Q3 		$76.3K Hold
900
– – 0.05% 246
2025
Q2 		$60.6K Hold
900
– – 0.04% 269
2025
Q1 		$50.3K Hold
900
– – 0.03% 295
2024
Q4 		$59.8K Buy
+900
New +$63.3K 0.04% 257

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return

Millstone Evans Group's MCY Position: Q1 2026 in Review

Millstone Evans Group sold out of Mercury Insurance (MCY) in Q1 2026, closing a stake of 900 shares — an estimated $84.7K sold.

Millstone Evans Group first reported a position in MCY in Q4 2024 and held it in 5 quarters. The position peaked at $84.7K in Q4 2025. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • Millstone Evans Group reported no remaining Mercury Insurance position as of Q1 2026 after selling out during the quarter.
  • Millstone Evans Group sold 900 Mercury Insurance shares in Q1 2026, an estimated $84.7K.
  • Millstone Evans Group first reported a position in Mercury Insurance in Q4 2024 and held it in 5 quarters.
  • Millstone Evans Group's Mercury Insurance position peaked at $84.7K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.